Will NVIDIA say “Hyperscaler”?
NVIDIA said “Hyperscaler” 12 times on its Aug 26, 2026 call (FY27 Q2), and on 6 of its last 8 calls: 0, 0, 1, 4, 9, 6, 8, 12 times. As of Oct 24, 2026, NVIDIA said “Hyperscaler” at 4 of 6 occasions with a settled Kalshi or Polymarket mention market since Nov 19, 2025 (67%), most recently on Aug 26, 2026. Parrot’s p for the next listing is 88% (n=6, from settlement history blended with transcripts), not a forecast.
- Last 10
- 4/6Last 10 settled, oldest to newest: yes yes yes yes no no
- Streak
- not said the last 2 times
- Counts
- company speakers + operator
- Market
- 90¢ Kalshi (may be delayed)
Where it was said
quotes of at most 25 words; select an appearance
NVIDIA
Hyperscaler
- Probability
- 88% · n=6
- Settled
- 4/6 (67%)
- Last calls
- said in 6 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
12 counted (9 in prepared remarks, 3 in Q&A).
…build-out, supported by an expanding and diverse set of growth opportunities, spanning hyperscalers, AI labs, AI natives, enterprises, and sovereign customers. We expect to grow…
…industry backlog now greater than $2 trillion, CapEx by the top five hyperscalers is expected to reach nearly $800 billion in 2026 and $1.3 trillion…
Counts: company speakers + operator
8 counted (3 in prepared remarks, 5 in Q&A); 3 by speakers the rule does not count.
…demand by ramping Blackwell systems across our diverse end customer base, from hyperscalers to model makers to AI cloud providers and sovereign customers. In Q1,…
…for GB300 and NVL72 was particularly strong, with frontier model builders and hyperscalers each having cumulatively deployed hundreds and thousands of Blackwell GPUs, marking the…
Counts: company speakers + operator
6 counted (4 in prepared remarks, 2 in Q&A); 4 by speakers the rule does not count.
…revenue across a diverse and expanding set of customers, including cloud providers, hyperscalers, AI model makers, enterprises and sovereign nations. Demand for our Blackwell architecture,…
Every settled listing
newest first · 7 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Oct 21, 2026 | Hyperscaler |  Kalshi | No | – |
| Sep 10, 2026 | Hyperscaler | Kalshi | No | – |
| Aug 26, 2026 | Hyperscaler | Kalshi | Yes | 12 |
| May 20, 2026 | Hyperscaler | Kalshi | Yes | 8 |
| Feb 25, 2026 | Hyperscaler | Kalshi | Yes | 6 |
| Nov 19, 2025 | Hyperscaler |  Polymarket | Yes | 9 |
| Nov 19, 2025 | Hyperscaler | Kalshi | Yes | 9 |
Questions
- How many times did NVIDIA say “Hyperscaler” on its last earnings call?
- NVIDIA said “Hyperscaler” 12 times on its Aug 26, 2026 call (FY27 Q2), and on 6 of its last 8 calls: 0, 0, 1, 4, 9, 6, 8, 12 times.
- How often does NVIDIA say “Hyperscaler”?
- As of Oct 24, 2026, NVIDIA said “Hyperscaler” at 4 of 6 occasions with a settled Kalshi or Polymarket mention market since Nov 19, 2025 (67%), most recently on Aug 26, 2026.
- What is the probability NVIDIA says “Hyperscaler” next time?
- 88%, from settlement history blended with transcripts (n=6). 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: company speakers + operator.
Cite parrot.markets, “NVIDIA: ‘Hyperscaler’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/NVDA/words/hyperscaler (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=nvidia&word=hyperscaler · quotes: /api/v1/quotes?entity=nvidia&word=… · columnar JSON in #parrot-data · llms.txt · MCP