SemiAnalysis: Bullish on NVIDIA's Performance in the Second Half, Rubin Volumes to Drive Data Center Business Growth

BlockBeats News, June 30th - Semiconductor and AI independent research firm SemiAnalysis published an article stating that NVIDIA is expected to see significant growth in the second half of this year. According to the SemiAnalysis Accelerator Model's forecast, NVIDIA's Data Center Computing (DC Compute) business revenue in the second half of the FY2027 is projected to exceed market expectations by 20%.

The previously delayed Rubin platform due to HBM4-related issues is now expected to ramp up significantly in the second half of this year as the issues are resolved and front-end wafer supply capacity improves.

Unlike some sell-side analysts who tend to set conservative profit forecasts to facilitate companies' "outperformance," SemiAnalysis' forecast is based on in-depth research covering the entire supply chain, including but not limited to materials, wafer manufacturing, components, server OEMs, hyperscalers, and cutting-edge AI labs. Insights regarding NVIDIA, as well as AI chip companies such as Broadcom, AMD, MediaTek, and Marvell, are integrated into their Accelerator Model and HBM Model.