According to a June 30 forecast from SemiAnalysis on the X platform, NVIDIA's revenue from its data center computing business in the second half of fiscal year 2027 will be about 20% higher than the Wall Street consensus estimate. This optimistic judgment is supported by the resolution of the HBM4 memory supply issue that previously restricted large-scale shipment of the Rubin platform, and front-end wafer production capacity has been reserved. However, on the morning of the same day, SemiAnalysis disclosed that about three months after its release at GTC 2026, NVIDIA's original 4-chip Rubin Ultra was cancelled. The new version of "Rubin Ultra" has been reduced to half of the original size, and its actual performance has also been halved. SemiAnalysis made the latest forecast through its Accelerator Model, predicting that driven by the Rubin platform, NVIDIA will experience a large-scale expansion in the second half of this year. The institution noted that its forecast logic is based on first-hand research in the industrial chain, with data sources covering supply chain links such as material suppliers, wafer manufacturing, key components, and server manufacture.