Nvidia (NASDAQ: NVDA) supplies the most advanced graphics processing units (GPUs) for developing artificial intelligence (AI) models. Many of the world's largest technology companies are spending boatloads of money to fill their data centers with those chips as they jostle for leadership in the AI race.

Nvidia’s China sales currently accounts for around 15 percent of its total revenue—a drop from 26 percent two years ago.

Jensen Huang, the CEO of Nvidia, has the same caliber of vision and energy to drive his company to be like Apple, a multitrillion-dollar company.

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.