SemiAnalysis Estimates Nvidia Data Center Revenue 20% Above Consensus on Rubin Ramp
SemiAnalysis estimates Nvidia's data center compute revenue for the second half of fiscal 2027 will exceed consensus forecasts by 20%, driven by a significant ramp in the upcoming Rubin chip architecture. The research firm attributes the revision to resolved bottlenecks with High Bandwidth Memory 4 and increased front-end wafer supply, which previously delayed the rollout of the AI accelerator. Rubin volume is now projected to land in the second half of the year following these supply chain improvements.
From the sources (3 posts)
@ainvest_wireSemiAnalysis flags Nvidia ~20% above the Street on Rubin ramp With HBM4 bottlenecks resolved and wafer supply rising, SemiAnalysis models 2H FY2027 data-center compute revenue 20% over consensus — Rubin volume landing in H2. The gap is t
@dnystedtRT @SemiAnalysis_: We are seeing a huge second half ramp for Nvidia this year. Our Accelerator Model estimate has Nvidia DC compute revenue…
@semianalysis_We are seeing a huge second half ramp for Nvidia this year. Our Accelerator Model estimate has Nvidia DC compute revenue 20% higher compared to consensus expectations for 2H FY2027. Rubin will have a big ramp after being pushed out due to e