The increase in deliveries equals more good news: Nvidia said it's on track to beat its previous expectations for Blackwell revenue of "several billion dollars" in the fourth quarter.

"Foundation model pre-training scaling is intact and it's continuing," Huang said. He added that scaling isn't as narrow as many think. In the past, it may have been true that mod

Huang brushed aside reported engineering snags with the new GPU offering and said the platform's Q4 sales should exceed prior estimates.