Anant Raj Data Center & Cloud Update.
I am surprised there’s no mention of E2E Networks in the entire thread. Capex heavy and linear in terms of it’s earnings profile with growth but worth a look.
2 Likes
Very Interesting Articles
1 Like
Google: “We’re building a massive 1 GW data center in Vizag.”
Reliance: “Hold my 6 GW solar project and watch this 1 GW AI Data Centre twin with Jamnagar.” The AI infrastructure race in Andhra Pradesh is less of a competition and more of a declaration that India is ready for the petabytes. Love the scale.
The AI arms race is getting damn serious, but the real headline is the scale of the green power commitment.
3 Likes
Is there any information in public domain on who are the power infra, power hardware, Tech equipment hardware and cooling solution partner for Anant Raj, RIL & others?
@Investor_No_1 Yes, in the Anant Raj Annual Report, they have mentioned a strategic alliance with Orange Business for cloud and tech. Don’t know about power infrastructure & hardware and cooling solutions; have to check.
Reliance is doing everything mostly under Digital Connexion: A Brookfield, Jio and Digital Realty Company all 3 together.
1 Like
Very well explained TD Power Systems data center opportunity, order book, and Outlook
3 Likes
TCS and TPG announce partnership to invest $2 billion into data center subsidiary HyperVault
Meta to partner with Sify Technologies on 500 MW data center in Andhra Pradesh, India
At this pace Andhra is becoming the capital of data centers with all big names investing there.
Source: DC Infotech & Communication Ltd
4 Likes