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SemiAnalysis: Bullish on NVIDIA’s performance in the second half; Rubin’s ramp-up to drive data center business growth

BlockBeats, June 30: Semiconductor and AI research firm SemiAnalysis stated that NVIDIA is expected 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 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 begin a large-scale ramp-up

NVDA2.51%

AVGO6.56%

AMD8.57%

10h ago

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

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AI Industry News

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 H

NVDA2.51%

AVGO6.56%

AMD8.57%

10h ago

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

SemiAnalysis: Bullish on NVIDIA's performance in the second half of the year; Rubin's production ramp-up will drive data center business growth

KCNA: U.S.-Japan-South Korea “Triadic” Threat Could Become a New Crisis in the Asia-Pacific】Jin10 Data, August 4—KCNA reported on August 4 that a North Korean military commentator said in an article published on August 3 that the United States, Japan, and South Korea are strengthening their joint operational capabilities through military exercises, forming a “triadic” threat that could develop into a new security crisis in the Asia-Pacific region. The article said that around the Korean Peninsul

NVDA2.51%

10h ago

SemiAnalysis: Bullish on NVIDIA's performance in the second half of the year; Rubin's production ramp-up will drive data center business growth

MicroStrategy Sells 1,638 BTC for $104.73M While CEO Saylor Claims He's Never Sold His Own Bitcoin

Token Events

Gate News, August 4 — MicroStrategy sold 1,638 BTC for $104.73 million between July 27 and August 2, at an average price of $63,957 per coin, representing a loss of approximately 15% from the company's average purchase price of $75,419. On the same day the sale was disclosed via SEC filing, CEO

BTC0.74%

STRC0.21%

13h ago

MicroStrategy Sells 1,638 BTC for $104.73M While CEO Saylor Claims He's Never Sold His Own Bitcoin

07-31 06:52

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07-31 02:27

SemiAnalysis: Bullish on NVIDIA’s performance in the second half; Rubin’s ramp-up to drive data center business growth

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

SemiAnalysis: Bullish on NVIDIA's performance in the second half of the year; Rubin's production ramp-up will drive data center business growth

MicroStrategy Sells 1,638 BTC for $104.73M While CEO Saylor Claims He's Never Sold His Own Bitcoin