SemiAnalysis: Bullish on NVIDIA’s Performance in the Second Half of the Year; Rubin’s Ramp-Up Will Drive Data Center Business Growth-1

BlockBeats reported on June 30 that semiconductor and AI research firm SemiAnalysis 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 compute (DC Compute) revenue in the second half of fiscal year 2027 (2H FY2027) will be 20% higher than the market consensus estimate.

The Rubin platform, which was previously delayed due to issues related to HBM4, is now expected to ramp up significantly in the second half of this year, as the relevant issues have been resolved and front-end wafer production capacity has improved.

Unlike some sell-side analysts, who tend to set relatively conservative earnings forecasts to 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, server OEMs, hyperscalers, and the latest developments at leading AI labs. Its insights into NVIDIA and AI chip companies such as Broadcom, AMD, MediaTek, and Marvell are incorporated into its Accelerator Model and HBM Model.