Megmeet: GB300 capacity ramping with ample orders; AI power supply segment revenue expected to grow significantly next year
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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.
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麦格米特近日接受机构调研时表示，公司GB300产品产能不断爬坡，订单充足。Vera Rubin相关产品和同行同步推出、同步对接客户，公司也在推进首批项目的订单，争取能够尽早落地，期待明年能够拿到不错的市场份额。公司判断，GB300到Vera Rubin是一个逐步迭代的过程，两种方案会在相当长时间内并存，而不是简单的替换关系。公司GB300业务还在持续爬坡、持续获取新订单，加上其他产品的对接，明年公司AI电源板块整体收入有望实现大幅增长。