AV AVGO Broadcom Inc. 로딩 중... : 애널리스트의 강세 및 약세 의견

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.