E2E Networks Ltd - Listed small Cloud computing player

E2E just barely qualifies for being the secondary partner as it had 52 cr. turnover 3 years back. Next month concall will be quite interesting. Tying up with a service provider which has scale will be good as they can handle the legal, contractual, service delivery part which they are experts in and a secondary partner like E2E can focus on what they already do minimizing the risk of sudden expenditure on these non-core functionality.

I think the consortium approach is quite good and allow for a min-win (minimum risk, max reward) scenario.

Great news for the ecosystem as a whole!

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Boom in AI Inference loads?

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While i agree that power requirements for DC will increase a lot, but DC as a customer segment is just a fraction of revenue of the for power companies, so I dont think DC growth will have any material impact on them.

Better proxies would be specialized cooling solution providers, electrical equipment providers (again limited impact) etc

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Did anyone attend the AGM. I can’t find the recording anywhere. Any summaries?

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Nvedia CEO talking about the partnership with E2E and yotta for AI ( he named the company as end2end networks.I hope he is talking about e2e).

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Why Promoters and employees are selling shares any idea?

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NVIDIA CEO has been selling too, they’re just taking some chips off the table before the AI hype cycle is over.

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Reduction in promoter shareholding is due to preferential issue and ESOPs.

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Dell technology partners with E2E networks…

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Finally good news for E2E networks, they can now participate as primary bidder with Meity lowering turn over to qualify…

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DO is now launching H100, E2E has really left a lot of of players in the dust in terms of the software stack. If they were to scale the operations to overseas DCs, I don’t see why they can’t compete with the smaller players internationally.

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A note on micro data centres prepared by people+ai. It covers the categories of Data Centre players in India, the advantages of micro data centre over traditional ones and the players operating in India.

[OCC]+Micro+is+the+new+mega_+A+note+on+micro+data+centres (1).pdf (2.3 MB)

I have uploaded the pdf directly due to link failure.

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Can u share the pdf again?
The one u shared has expired.
Thanks

E2E Networks Partners with People+ai to Unlock Access to Compute at Scale

https://nsearchives.nseindia.com/corporate/E2E_08102024185816_PressRelease08102024.pdf

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Nvidia H200 GPU getting added to E2E networks kitty. H200 GPU is 45% higher computing speed as compared to H100 GPU.

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If anyone at E2E is reading this, your monthly newsletter is really good!

I am subscribed for several months and this month’s was chef’s kiss.

I didn’t get a feeling of being “sold” to at all unlike a lot of other tech newsletters I get. Further, the pace of updates and releases is exemplary. I can imagine the breackneck speed the dev team is going through.

A few feedback points:

  1. Sending it from an email ID other than sales would be good
  2. Have a link to a blog/page with details/documentation to the release of the feature/update would allow those with the technical inclination to get more acquainted or get started.
  3. If a blog/changelog isn’t publicaly available, it should be. I remember seeing videos detailing how to do things like tutorials if those are done for major features like releasing support for a new database would be great!

Cheers!

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