BlockBeats News, June 30, independent semiconductor and AI research institution SemiAnalysis published an article stating that it expects NVIDIA to see significant growth in the second half of this year. According to the SemiAnalysis 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 due to HBM4-related issues, is now expected to see a large-scale ramp-up in the second half of this year as related issues are resolved and front-end wafer supply capacity improves.
Unlike some sell-side analysts who tend to set relatively conservative profit forecasts that make it easy 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 fabrication, components, server OEMs, as well as the latest developments from 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.
