SemiAnalysis: Bullish on NVIDIA’s second-half performance; Rubin’s volume ramp-up will drive data center growth

BlockBeats news, June 30: SemiAnalysis, an independent research firm specializing in semiconductors and AI, said in a post that NVIDIA is expected to see substantial growth in the second half of this year. According to the SemiAnalysis Accelerator Model forecast, NVIDIA’s data center computing (DC Compute) revenue in the second half of fiscal 2027 (2H FY2027) is expected to be 20% higher than the market consensus.

The Rubin platform, whose launch was previously delayed due to issues related to HBM4, is now expected to enter mass production in the second half of this year as those issues are resolved and front-end wafer production capacity improves.

Unlike some sell-side analysts, who tend to issue relatively conservative earnings forecasts that make it easier for companies to “beat expectations,” SemiAnalysis bases its forecasts on in-depth research covering the entire supply chain, including materials, wafer manufacturing, components, complete server manufacturers, and the latest developments among hyperscalers and leading AI labs. Its insights on NVIDIA and AI chip companies such as Broadcom, AMD, MediaTek, and Marvell are incorporated into its Accelerator Model and HBM Model.