Megmeet: Overall revenue of the AI power supply segment is expected to achieve substantial growth next year.
Megmeet stated during a recent institutional research survey that capacity for its GB300 products is continuously ramping up and orders are sufficient. Vera Rubin-related products were launched in sync with peers and are being introduced to customers in parallel, and the company is also advancing orders for the first batch of projects, striving for early implementation and hoping to secure a good market share next year. The company believes 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 company's overall AI power supply segment revenue is expected to achieve substantial growth next year.
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