SemiAnalysis predicts that Nvidia's data center revenue in the second half of fiscal year 2027 will exceed expectations

SemiAnalysis, an independent semiconductor research firm, predicts that Nvidia's data center computing revenue in the second half of fiscal year 2027 will be about 20% higher than Wall Street's consensus expectations, mainly due to easing supply bottlenecks and mass production of the Vera Rubin platform. The NVIDIA Vera Rubin platform entered mass production in June and is scheduled to be delivered to AWS, Microsoft Azure, Google Cloud, and Oracle in the fall.