VGT surged over 13% during intraday trading, with shares last up 10.13% at HK$243.60, generating HK$1.661 billion in turnover. As the Rubin platform enters its initial mass production phase, the first wave of cabinets has already been deployed at data centers for OpenAI, Google, and other clients. Industry data suggests that by the end of December, total shipments for the full year 2026 could reach 8,000 complete cabinets.

JPMorgan previously forecast that VGT will be a direct beneficiary of Nvidia's platform upgrades from Blackwell to Rubin, Rubin Ultra, and subsequent generations. China Merchants Securities noted that the company has established a deep presence in the PCB sector for years, now securing supply chain positions with global leaders such as Nvidia, Google, AMD, Intel, Tesla, Microsoft, Amazon, and Delta Electronics. This high-quality customer base is driving order growth, and the company's product mix is expected to improve further.