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SemiAnalysis: Bullish on NVIDIA’s performance in the second half of the year; mass production of Rubin will drive data center growth-1
BlockBeats reported on June 30 that SemiAnalysis, an independent research firm focused on semiconductors and AI, expects NVIDIA to see substantial growth in the second half of this year. According to the SemiAnalysis Accelerator Model, NVIDIA’s data center compute (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, which was previously delayed due to issues related to HBM4, is now expected to ramp up on a
NVDA-2.25%
AVGO-1.03%
AMD-3.36%
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