BlockBeats News, June 30, SemiAnalysis, an independent research institution for semiconductors and AI, published a post stating that it expects NVIDIA to see significant growth in the second half of this year. According to SemiAnalysis's Accelerator Model forecast, NVIDIA's data center compute (DC Compute) revenue for the second half of fiscal year 2027 (2H FY2027) will be 20% higher than market consensus expectations.
The Rubin platform, previously delayed by HBM4-related issues, is now expected to see large-scale volume ramp-up in the second half of this year, as the related issues have been resolved and front-end wafer supply capacity has improved.
Unlike some sell-side analysts who tend to set conservative profit forecasts that make it easier for companies to "beat expectations," SemiAnalysis's forecasts are based on in-depth research covering the entire supply chain, including but not limited to materials, wafer manufacturing, components, server OEMs, as well as the latest developments from hyperscale cloud providers (Hyperscalers) and frontier AI labs. Insights related to NVIDIA, as well as AI chip companies such as Broadcom, AMD, MediaTek, and Marvell, are all integrated into its Accelerator Model and HBM Model.
