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CEO Jensen Huang and CFO Colette Kress gave investors several new data points on how Blackwell's launch is shaping up on a call with analysts on Wednesday. The duo emphasized that the rollout is on track, and they signaled that Blackwell sales over the next few quarters will be limited by how many chips and systems Nvidia can make, not how much it can sell. "Blackwell production is in full steam," Huang said. "We will deliver this quarter more Blackwells than we had previously estimated."
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