Overview
- Nvidia began full production of its Vera Rubin platform on June 1, and shipments are expected this fall which could speed deployment of HBM4‑equipped accelerators.
- Semiconductor research firm SemiAnalysis and industry checks say resolved HBM4 and wafer constraints could let Nvidia’s Data Center revenue run materially above Wall Street consensus in the second half of fiscal 2027.
- Nvidia this week rolled out a revenue‑sharing program that backs smaller AI cloud providers in exchange for a cut of cloud revenue and has already been trialed with Australian firms SharonAI and Firmus.
- Nvidia reported record Q1 results with Data Center revenue near $75.25 billion yet its stock has pulled back about 10% over the past month and its market value fell below $5 trillion while insiders sold shares.
- AMD has started a production ramp of 2nm EPYC Venice server CPUs, analysts have sharply raised price targets on the prospect of sustained server‑CPU demand, and the stock retraced roughly 6–7% after reports Meta may offer excess compute capacity.