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.

Two Nvidia insiders plan to sell more than $34 million of shares of the maker of artificial-intelligence chips.

Huang shouted out OpenAI's Strawberry or o1 model, which uses more modern strategies like "chain of thought reasoning" and "multi-path planning." These are both tactics that encourage the models to think longer and in a more step-by-step fashion so that the responses are more considered.