NVIDIA Data Center Revenue Projected to Exceed Expectations by 20% in H2 FY2027

2026-06-30 14:21

Woofun AI notes that SemiAnalysis projects NVIDIA's Data Center Computing business revenue for the second half of FY2027 will surpass market expectations by 20%. The Rubin platform, previously delayed due to HBM4 issues, is expected to ramp up significantly as supply chain constraints ease. This forecast relies on comprehensive supply chain analysis rather than conservative sell-side estimates.

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