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.
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Very Interesting Articles
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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.
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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.
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Very well explained TD Power Systems data center opportunity, order book, and Outlook
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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
Adani’s 48 MW facility in Telangana, a Rs 2,500 Cr bet, is a strategic move in the DC infrastructure war. Although a green data center sounds like an oxymoron when you realize the sheer amount of energy AI demands.
Third major AI-driven investment in the country in past two months
The Digital Personal Data Protection (DPDP) regime is changing the game.
That’s why Microsoft is rolling out ‘sovereign public cloud’ in India. Data protection isn’t a compliance headache anymore. It’s now a premium feature Nadella is selling.
Although a very small company, Techknowgreen Solutions Ltd. has less than 85 Cr. Mcap, but it bags an order of 3.60 Cr.
Selling shovels in a gold rush > digging for gold.
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Any reason why the stock has fallen significantly, even its has good profits and a very good positive cash flow
E2E Networks just set up 1,024 NVIDIA B200 Blackwell GPUs down in Chennai, which basically clears the way for some seriously huge models.
They’re doing this under a Sovereign Cloud framework; the data stays local while the tech goes global.
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NTT acquired yet another place for data center expansion in Mumbai. They are going aggressive in Mumbai.
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Interesting BBC article on the changing ecosystem of Data Centres
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What a bad article. The contribution to GDP is what??
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That figure seems to be from this wikipedia article which pits India’s Digital Economy to be 11.74% of GDP. The tradebrains article conflates this with Data Center economy which is just incorrect to say the least.
Yes, @radhakishandamani I also found this in an Economic Times article. The Trade Brains article made an error linking the digital economy to the data centre. It seems, thanks for pointing it out @richbandit
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CG Power is securing its largest-ever single order: a ₹900 crore landmark deal with Tallgrass for US-based hyperscale data centers.
They will supply power transformers for the hyperscale data centers.
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