Will NVIDIA say “Physical AI”?

NVIDIA said “Physical AI” 2 times on its Aug 26, 2026 call (FY27 Q2), and on each of its last 8 calls: 7, 9, 1, 4, 3, 5, 9, 2 times. As of Oct 24, 2026, NVIDIA said “Physical AI” at the only occasion with a settled Kalshi mention market so far, on Oct 21, 2026.

–too little history for a probability (n=1)
Last 10
1/1Last 10 settled, oldest to newest: yes
Streak
said last time
Counts
named speaker only
Market
61¢ Kalshi (may be delayed)
Updated

Where it was said

quotes of at most 25 words; select an appearance

NVIDIA

Physical AI

Probability
– · n=1 (too little history)
Settled
1/1 (100%)
Last calls
said in 8 of 8

Next listing counts: named speaker only

FY27 Q2 earnings call, Aug 26, 2026 · said 2 times (counts)

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

2 counted (2 in prepared remarks, 0 in Q&A).

Colette Kresscompanyprepared · 4:26Hear it 4:24, Colette Kress In transcript

…models on Amazon Bedrock and SageMaker. Amazon will also adopt our full physical AI stack, Omniverse, Cosmos, Isaac, and Jetson to power its fleet of…

Colette Kresscompanyprepared · 15:32Hear it 15:26, Colette Kress In transcript

…AI company, to build an NVIDIA DSX AI factory that will create open models to power AI agents, digital twins, robotics, and physical AI applications.

FY27 Q1 earnings call, May 20, 2026 · said 9 times (counts)

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

9 counted (2 in prepared remarks, 7 in Q&A).

Colette Kresscompanyprepared · 5:26Hear it 5:22, Colette Kress In transcript

…factories across industries and countries. Edge Computing highlights devices for agentic and physical AI, including PCs, gaming consoles, workstations, AI RAN based stations, robotics, and…

Colette Kresscompanyprepared · 15:46Hear it 15:46, Colette Kress In transcript

…consumer demand fell modestly due to higher memory and system prices. Our physical AI continues to gain momentum, exceeding $9 billion in revenue over the…

Every match in the transcript

FY26 Q4 earnings call, Feb 25, 2026 · said 5 times (counts)

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

5 counted (3 in prepared remarks, 2 in Q&A); 1 by speakers the rule does not count.

Colette KresscompanypreparedIn transcript

…AI across existing hyperscale workloads continue to fuel our growth. Agentic and physical AI applications built on increasingly smarter and multimodal models are beginning to…

Every match in the transcript

FY26 Q3 earnings call, Nov 19, 2025 · said 3 times (counts)

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FY26 Q2 earnings call, Aug 27, 2025 · said 4 times (counts)

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FY26 Q1 earnings call, May 28, 2025 · said 1 time (counts)

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FY25 Q4 earnings call, Feb 26, 2025 · said 9 times (counts)

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FY25 Q3 earnings call, Nov 20, 2024 · said 7 times (counts)

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Every settled listing

newest first · 1 shown
Every settled listing of this word, newest first
DateListed asVenueResult
Oct 21, 2026Physical AIKalshiYes

Questions

How many times did NVIDIA say “Physical AI” on its last earnings call?
NVIDIA said “Physical AI” 2 times on its Aug 26, 2026 call (FY27 Q2), and on each of its last 8 calls: 7, 9, 1, 4, 3, 5, 9, 2 times.
How often does NVIDIA say “Physical AI”?
As of Oct 24, 2026, NVIDIA said “Physical AI” at the only occasion with a settled Kalshi mention market so far, on Oct 21, 2026.
What is the probability NVIDIA says “Physical AI” next time?
78%, from settlement history (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: named speaker only.

Cite parrot.markets, “NVIDIA: ‘Physical AI’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/NVDA/words/physical-ai (CC BY 4.0)

Agents: this page as TSV at /api/v1/word?entity=nvidia&word=physical%20ai · quotes: /api/v1/quotes?entity=nvidia&word=… · columnar JSON in #parrot-data · llms.txt · MCP