[SemiAnalysis: Optimistic About NVIDIA's Performance in the Second Half of the Year, Rubin Platform to Drive Data Center Business Growth] BlockBeats News, June 30 — Independent semiconductor and AI research institution SemiAnalysis published an article stating that NVIDIA is expected to experience significant growth in the second half of this year. According to the SemiAnalysis Accelerator Model, NVIDIA's data center computing (DC Compute) business revenue for the second half of FY2027 is projected to exceed market consensus expectations by 20%. The Rubin platform, which was previously delayed due to issues related to HBM4, is now expected to achieve large-scale ramp-up in the second half of this year as these issues have been resolved and front-end wafer supply capacity has improved. Unlike some sell-side analysts who tend to set conservative earnings forecasts to allow companies to "beat expectations," SemiAnalysis' predictions are 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 like Broadcom, AMD, MediaTek, and Marvell, are integrated into their Accelerator Model and HBM Model frameworks. [Original Link]