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SemiAnalysis Projects Nvidia Data Center Revenue Up 20% in H2 FY2027 as Rubin Ramps

2026-06-30 06:25:40

According to BlockBeats, SemiAnalysis predicts Nvidia's data center compute revenue in the second half of fiscal 2027 will exceed consensus estimates by 20%, based on its Accelerator Model analysis across the semiconductor supply chain.

The Rubin platform, previously delayed by HBM4 issues, is expected to ramp significantly in the second half of 2026 as those challenges are resolved and front-end wafer supply capacity expands.

Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.

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