Will Dell say “GPU / CPU”?
Dell said “GPU / CPU” 5 times on its Sep 1, 2026 call (FY27 Q2), and on each of its last 8 calls: 12, 5, 6, 1, 1, 3, 16, 5 times. As of Oct 24, 2026, Dell said “GPU / CPU” on the only call with a settled Polymarket mention market so far, on May 28, 2026. Parrot’s p for the next listing is 92% (n=1, from settlement history blended with transcripts), not a forecast.
- Last 10
- 1/1Last 10 settled, oldest to newest: yes
- Streak
- said last time
- Counts
- anyone
Where it was said
quotes of at most 25 words; select an appearance
Dell
GPU / CPU
- Probability
- 92% · n=1
- Settled
- 1/1 (100%)
- Last calls
- said in 8 of 8
Next listing counts: anyone
Counts: company speakers + operator (not listed here; the usual rule)
2 counted (1 in prepared remarks, 1 in Q&A); 3 by speakers the rule does not count.
…customers modernize their infrastructure. Second, we are seeing a growing trend of customers that require meaningful CPU compute capacity to support AI and agentic workflows.
…remain the same. DRAM, DRAM, followed by NAND, NAND. We have spotty CPU shortages. There are shortages with disk drives. If you go further down…
Counts: anyone
16 counted (2 in prepared remarks, 14 in Q&A).
…introduced new infrastructure across NVIDIA's Vera Rubin rack scale platform, the Rubin GPU architecture, and RTX GPUs, with form factors that scale the AI Factory…
…supply. That demand is broad-based, as Jeff said, it's going beyond the GPU, there's more AI opportunities from a CPU perspective, traditional server, in the…
Counts: company speakers + operator (not listed here; the usual rule)
3 counted (1 in prepared remarks, 2 in Q&A).
…benefiting from AI infrastructure build-outs. While many AI workloads rely on specialized GPUs, traditional compute remains essential for orchestration, data processing, and inference support. As…
Every settled listing
newest first · 1 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| May 28, 2026 | GPU / CPU |  Polymarket | Yes | 16 |
Questions
- How many times did Dell say “GPU / CPU” on its last earnings call?
- Dell said “GPU / CPU” 5 times on its Sep 1, 2026 call (FY27 Q2), and on each of its last 8 calls: 12, 5, 6, 1, 1, 3, 16, 5 times.
- How often does Dell say “GPU / CPU”?
- As of Oct 24, 2026, Dell said “GPU / CPU” on the only call with a settled Polymarket mention market so far, on May 28, 2026.
- What is the probability Dell says “GPU / CPU” next time?
- 92%, from settlement history blended with transcripts (n=1). It is a base rate from history, not a forecast and not advice.
- Who has to say it for the market to count?
- Under the next market's rule: anyone.
Cite parrot.markets, “Dell: ‘GPU / CPU’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/DELL/words/cpu-or-gpu (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=dell&word=cpu%20%2F%20gpu · quotes: /api/v1/quotes?entity=dell&word=… · columnar JSON in #parrot-data · llms.txt · MCP