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Megmeet stated on October 31, 2026 that capacity for its GB300 products is continuously ramping up and orders are sufficient; Vera Rubin-related products are being launched in sync with peers and are being introduced to customers, with the company advancing the landing of first-batch project orders. The company judges that the transition from GB300 to Vera Rubin is a gradual iterative process, and the two solutions will coexist over the long term rather than simply replace each other; combined with the introduction of other products, overall revenue for the AI power supply segment is expected to grow substantially next year.
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Oct 31
Yicai
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.