NV NVDA NVIDIA Corporation Загрузка... : Бычьи и медвежьи мнения аналитиков

Management is preparing for NVIDIA's next-generation 'Verilubin' systems and 'MVL-72 Supercluster'. — This confirms SMCI's strategic priority to secure early supply and design wins for NVIDIA's upcoming platform, indicating strong collaboration and early allocation.

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's guidance implies ~6.5% gross margin for the December quarter, down from 9.5%, with management explicitly citing a 'strategic large design win' with 'higher costs and lower margin' as a major factor, likely referring to a hyperscaler or neocloud customer. — This indicates SMCI is taking a low-margin, high-volume strategic deal to secure market share, which signals intense price competition and immense pricing power among the leading AI chip customers.