In July, Nvidia said it expected "several billion dollars" of Blackwell revenue in its current quarter, and on Wednesday, the company said it expects the amount of Blackwell sales for this quarter to be higher than its original forecast. Huang also said that Microsoft will soon start to preview its Blackwell-based systems to cloud customers.

A limiting factor to producing more Blackwell systems is the amount of components that Nvidia's suppliers can provide, Huang said. Additionally, it takes time to ramp up the velocity of a manufacturing process that has gone from zero shipments to billions of dollars of shipments in a few months.