AM AMD Advanced Micro Devices, Inc. 로딩 중... : 애널리스트의 강세 및 약세 의견

SMCI highlights ongoing strength for AMD's current MI350 platform and its preparation for future MI400-series products, signaling deepening partnership.

Inventory nearly doubled sequentially to $10.6B as SMCI built ahead for Q3 growth, indicating expectations of sustained high demand. — The inventory build signals supply chain readiness and confidence in near-term orders, but also carries risk if demand weakens.

SMCI received over $13 billion in new orders, largely for GB300-based racks, including its largest deal ever, indicating a significant demand spike for next-gen AI platforms from 'high-profile' customers. — The scale of these orders validates that the AI infrastructure buildout is in an early, accelerating phase and points to significant complexity and cost in the supply chain.