ab 19 January 2026 Global Research First Read China Data Center Equipment Takeaways from post-GCC tour: Accelerating AIDC power equipment shipment growth from 2026 Yishu Yan Analyst yishu.yan@ubs.com +86-21-3866 8782 Anna Yuan Positive on accelerating shipment growth from 2026 During our post-GCC tour last week, we visited Kstar and Megmeet. Both companies provided positive guidance on accelerating AIDC power equipment shipment growth from 2026, driven by AIDC capex boom. Notably, management teams highlight ...