Will NVIDIA say “TSMC”?

NVIDIA did not say “TSMC” on its Aug 26, 2026 call (FY27 Q2); it said it on 4 of its last 8 calls: 1, 0, 3, 1, 3, 0, 0, 0 times. As of Oct 24, 2026, NVIDIA said “TSMC” at 3 of 6 occasions with a settled Kalshi or Polymarket mention market since Nov 19, 2025 (50%), most recently on Oct 21, 2026. Parrot’s p for the next listing is 44% (n=6, from settlement history blended with transcripts), not a forecast.

44%from settlement history blended with transcripts · n=6Next: Earnings call, Nov 18, 2026 · counts: company speakers + operator
Last 10
3/6Last 10 settled, oldest to newest: yes no no no yes yes
Streak
said the last 2 times
Counts
company speakers + operator
Market
25¢ Kalshi (may be delayed)
Updated

Where it was said

quotes of at most 25 words; select an appearance

NVIDIA

TSMC

Probability
44% · n=6
Settled
3/6 (50%)
Last calls
said in 4 of 8

Next listing counts: company speakers + operator

FY27 Q2 earnings call, Aug 26, 2026 · not said

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FY27 Q1 earnings call, May 20, 2026 · not said

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FY26 Q4 earnings call, Feb 25, 2026 · not said

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

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Counts: company speakers + operator

3 counted (2 in prepared remarks, 1 in Q&A).

Colette KresscompanypreparedIn transcript

…installed base of customers. Companies including Belden, Caterpillar, Foxconn, Lucid Motors, Toyota, TSMC, and Wistron are building Omniverse Digital Twin factories to accelerate AI driven…

Colette KresscompanypreparedIn transcript

…and redundancy in our global supply chain. Last month, in partnership with TSMC, we celebrated the first Blackwell wafer produced on US soil. We'll continue…

Every match in the transcript

FY26 Q2 earnings call, Aug 27, 2025 · said 1 time (counts)

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

1 counted (0 in prepared remarks, 1 in Q&A).

Jensen HuangcompanyqaIn transcript

…chips that represent the Rubin platform. They have all taped out the TSMC. Rubin will be our third-generation MB Link Rack Scale AI supercomputer. And…

FY26 Q1 earnings call, May 28, 2025 · said 3 times (counts)

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

3 counted (3 in prepared remarks, 0 in Q&A).

Colette KresscompanypreparedIn transcript

…At Computex, we showcased Omniverse's great traction with technology manufacturing leaders, including TSMC, Quanta, Foxconn, and Pegatron. Using Omniverse, TSMC saves months in work by…

Jensen HuangcompanypreparedIn transcript

…Future plants will be highly computerized and roboticized. We share this vision. TSMC is building six fabs and two advanced packaging plants in Arizona to…

Every match in the transcript

FY25 Q4 earnings call, Feb 26, 2025 · not said

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FY25 Q3 earnings call, Nov 20, 2024 · said 1 time (counts)

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Every settled listing

newest first · 7 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
Oct 21, 2026TSMCKalshiYes–
Sep 10, 2026TSMCKalshiYes–
Aug 26, 2026TSMCKalshiNo0
May 20, 2026TSMCKalshiNo0
Feb 25, 2026TSMCKalshiNo0
Nov 19, 2025TSMCPolymarketYes3
Nov 19, 2025TSMCKalshiYes3

Questions

How many times did NVIDIA say “TSMC” on its last earnings call?
NVIDIA did not say “TSMC” on its Aug 26, 2026 call (FY27 Q2); it said it on 4 of its last 8 calls: 1, 0, 3, 1, 3, 0, 0, 0 times.
How often does NVIDIA say “TSMC”?
As of Oct 24, 2026, NVIDIA said “TSMC” at 3 of 6 occasions with a settled Kalshi or Polymarket mention market since Nov 19, 2025 (50%), most recently on Oct 21, 2026.
What is the probability NVIDIA says “TSMC” next time?
44%, 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: ‘TSMC’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/NVDA/words/tsmc (CC BY 4.0)

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