Will Microsoft say “GPU / CPU”?

Microsoft said “GPU / CPU” 20 times on its Oct 28, 2026 call (FY27 Q1), and on each of its last 8 calls: 6, 9, 8, 13, 25, 10, 17, 20 times. As of Nov 11, 2026, Microsoft said “GPU / CPU” on the only call with a settled Polymarket mention market so far, on Oct 28, 2026. Parrot’s p for the next listing is 97% (n=1, from settlement history blended with transcripts), not a forecast.

97%from settlement history blended with transcripts · n=1counts: anyone
Last 10
1/1Last 10 settled, oldest to newest: yes
Streak
said last time
Counts
anyone
Updated

Where it was said

quotes of at most 25 words; select an appearance

Microsoft

GPU / CPU

Probability
97% · n=1
Settled
1/1 (100%)
Last calls
said in 8 of 8

Next listing counts: anyone

FY27 Q1 earnings call, Oct 28, 2026 · said 20 times (counts)

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Counts: anyone

20 counted (16 in prepared remarks, 4 in Q&A).

Satya NadellacompanypreparedIn transcript

…GB300s in our biggest regions, which make up the majority of the GPU deployments. At the same time, we continue to get more from the…

Satya NadellacompanypreparedIn transcript

We have docked our first NVIDIA Vera Rubin GPUs and are very excited about it. Maia 200 is already delivering up to 1.7x more tokens…

Every match in the transcript

FY26 Q4 earnings call, Jul 29, 2026 · said 17 times (counts)

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Counts: company speakers + operator (not listed here; the usual rule)

17 counted (9 in prepared remarks, 8 in Q&A).

Satya Nadellacompanyprepared · 4:10Hear it 4:05, Satya Nadella In transcript

Over the last fiscal year, we've reduced dock-to-live times for new GPUs in our largest regions by nearly 50%. All up, we added another gigawatt…

Satya Nadellacompanyprepared · 5:26Hear it 5:23, Satya Nadella In transcript

…AMD Helios and NVIDIA Vera Rubin. When it comes to running agents, CPUs are just as important as GPUs. Our Cobalt VMs are powering both…

Every match in the transcript

FY26 Q3 earnings call, Apr 29, 2026 · said 10 times (counts)

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Counts: company speakers + operator (not listed here; the usual rule)

10 counted (8 in prepared remarks, 2 in Q&A).

Satya NadellacompanypreparedIn transcript

…is translating into operational gains. We have reduced dock-to-live times for new GPUs in our biggest regions by nearly 20% since the beginning of the…

Every match in the transcript

FY26 Q2 earnings call, Jan 28, 2026 · said 25 times (counts)

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FY26 Q1 earnings call, Oct 29, 2025 · said 13 times (counts)

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FY25 Q4 earnings call, Jul 30, 2025 · said 8 times (counts)

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FY25 Q3 earnings call, Apr 30, 2025 · said 9 times (counts)

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FY25 Q2 earnings call, Jan 29, 2025 · said 6 times (counts)

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Every settled listing

newest first · 1 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
Oct 28, 2026GPU / CPUPolymarketYes20

Questions

How many times did Microsoft say “GPU / CPU” on its last earnings call?
Microsoft said “GPU / CPU” 20 times on its Oct 28, 2026 call (FY27 Q1), and on each of its last 8 calls: 6, 9, 8, 13, 25, 10, 17, 20 times.
How often does Microsoft say “GPU / CPU”?
As of Nov 11, 2026, Microsoft said “GPU / CPU” on the only call with a settled Polymarket mention market so far, on Oct 28, 2026.
What is the probability Microsoft says “GPU / CPU” next time?
97%, 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, “Microsoft: ‘GPU / CPU’ mention history”, as of Nov 11, 2026, https://parrot.markets/earnings/MSFT/words/cpu-or-gpu (CC BY 4.0)

Agents: this page as TSV at /api/v1/word?entity=microsoft&word=cpu%20%2F%20gpu · quotes: /api/v1/quotes?entity=microsoft&word=… · columnar JSON in #parrot-data · llms.txt · MCP