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.

There’s reason for investors to be confident about Nvidia’s ability to launch and ramp-up production of Blackwell — and to immediately start generating major revenue from this new platform. Blackwell is set to become the company’s new revenue driver, considering the fact that the world’s major tech companies are rushing to get in on the platform. Microsoft‘s Azure, for example, recently said on X (formerly known as Twitter) that it became the first cloud service provider to run the Blackwell system.

All of this may not boost Nvidia’s shares right away for two reasons. First, considering the stock’s path so far, some investors may lock in gains at this level — or wait to buy on a dip. After all, stocks generally don’t rise in one straight line forever. And second, Nvidia’s forecast for fourth-quarter revenue showed a slowing of growth, to about 70% year over year as I mentioned above, from the third-quarter’s 94% growth — disappointing some Nvidia watchers.

However, it’s important to keep in mind that Nvidia, ramping-up production of a major new architecture, has reached a transition point. It faces the costs of this process, and at this stage, won’t be as efficient as it will be several months down the road. A potential — and minor — slowdown in the next quarter doesn’t change the bright long-term outlook for this AI giant.

All of this means that Jensen Huang’s words offer Nvidia shareholders reason to celebrate. And any potential dip in the share price offers them — and newcomers, too — an opportunity to pick up shares of this top AI player.

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Adria Cimino has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Microsoft and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.

Jensen Huang Just Delivered Fantastic News for Nvidia Investors was originally published by The Motley Fool