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.
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
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 donât see why they canât compete with the smaller players internationally.
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.
If anyone at E2E is reading this, your monthly newsletter is really good!
I am subscribed for several months and this monthâs was chefâs kiss.
I didnât get a feeling of being âsoldâ 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:
Sending it from an email ID other than sales would be good
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.
If a blog/changelog isnât 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!
Competitive intensity in the GPU cloud market in India as of today (Note - it consist of Indian companies only and not the hyperscalers of the west).
While going through the recent newspaper articles and company fillings i have found out that following companies are providing or will start providing GPU cloud services :
Shakti Yotta Cloud - Biggest in the terms of capacity (Owns Data Centers as well)
E2e Network Limited
Krutrim (by Ola group) - New Entrant
Anant Raj Cloud - New Entrant
Further while reading about the Indian AI mission on one of The Economic Times article found the following para interesting -
âTop chip companies, cloud makers and cybersecurity firms have shown interest in the governmentâs Rs 10,000 crore GPUs procurement tender, which is central to Indiaâs AI Mission. Nvidia, Intel, Advanced Micro Devices, Qualcomm, Microsoft Azure, Amazon Web Services, Google Cloud and Palo Alto Networks were among the scores of companies that attended a pre-bid meeting on August 29. Also present at the meeting were representatives from the likes of Yotta Data Services, L&T, E2E Networks, Tata Communications, CtrlS, ST Telemedia Global Data Centres, NTT Data, Dell and Vigyanlabs.â
