Megmeet: GB300 capacity ramping with ample orders; AI power supply segment revenue expected to grow significantly next year
Megmeet said GB300 product capacity is continuously ramping with ample orders; Vera Rubin-related products will be launched in sync with peers and are being connected with customers, with first batch project orders now being pushed toward implementation. The company judges that the transition from GB300 to Vera Rubin is a gradual iterative process, and the two solutions will coexist long-term rather than simply replace each other; combined with connections for other products, overall revenue of the AI power supply segment is expected to grow significantly next year.
Body · AI translation
Megmeet stated during a recent institutional research session that the production capacity for its GB300 products is continuously ramping up, with ample orders. Vera Rubin-related products have been launched in sync with peers and are being introduced to customers in parallel; the company is also advancing orders for the first batch of projects, striving to bring them to fruition as early as possible, and expects to secure a good market share next year. The company judges that the transition from GB300 to Vera Rubin is a gradual iterative process, and the two solutions will coexist for a considerable period rather than being a simple replacement relationship. The company's GB300 business continues to ramp up and continues to win new orders; combined with the introduction of other products, the overall revenue of the company's AI power supply segment is expected to achieve substantial growth next year.