Chips, GPUs & Systems
Power-supply manufacturer Megmeet continues ramping GB300-related production and securing orders, while seeking initial Vera Rubin-related orders.
· ComputeLabs Research · from the October 31, 2026 edition
Megmeet, identified in the source by stock code 002851, told institutional investors that its GB300-related production capacity continues to ramp and that orders are sufficient. It also said the GB300 business continues obtaining new orders, but supplied no order value, unit volume, or shipment figures.
For Vera Rubin-related products, Megmeet reported introducing products and engaging customers alongside industry peers. It is pursuing orders for initial projects, which the source does not describe as secured contracts.
Management characterized the transition from GB300 to Vera Rubin as gradual rather than a simple replacement and expressed expectations for stronger AI power-supply revenue in the following year. These are management expectations, not realized revenue or evidence that Megmeet manufactures the underlying GPUs or complete compute systems.
Additional reporting
- Megmeet
- GB300
- Vera Rubin

