Coreweave IPO next year…comes closest to e2e
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Speculating on the business direction, one possible pivot from a client targetting perspective could be E2E becoming a corporate client focussed company from the primarily startup focussed company it currently is. The L&T deal could lead to this important change, is what I feel.
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Hi
It’s a 5 bagger for me as of now.
Can you explain the change in business model and the licensing part you have discussed?
Thanks in anticipation
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yeah @BuyRightSitTight appreciate if you can deep dive on what you mean by "could be E2E becoming a corporate client focussed company… " because that’s a completely different business model from gpu-infrastructure-cloud that they are right now with different risk profile and margins.
Also can you add more colour to what makes you think this might happen. Reveal your sources if possible 
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I guess the term for companies like E2E is “Neo cloud “ now. This article depicts the frenzy and the break neck speed of growth of Neo cloud companies . I believe L&T coming on board as an investor is a huge plus of a small organisation like E2E.
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Contra to Debt finance with GPUs as collaterals as mentioned in this article , E2E has only 180 cr worth of borrowings and a big cash chest courtesy last QIP and stake sale to L&T . Even we account for some reductions in user charges , they are already in a lower price band compared to Hypercloud players like AWS , Google Cloud , Azure etc . With huge demand for AI based experiences , I feel that E2E will still be able to generate meaningful amount of demand , Revenue and Cash over next few years .
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Thank you so much for the article…i owe it to you
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I was going through Fidel Softech investor presentation. surprised to see mention of E2E networks and use of their cloud GPU for one of their Japan client cloud migration 
… E2E is quietly expanding its root towards becoming big banyan tree.
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Yes completely agree with you, they did not share any numbers in terms of PAT growth/margins etc. All I could make out is that it should grow rapidly which gives me the feeling on dot com boom/bust.
If anyone has deep insights on AI industry and can advise the kind of ROI firms are getting from their AI investments, then it can throw some light on the future.
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November 28 marks the third extension of the deadline to submit bids, which was originally set for September 6 and later pushed to October 16 and then to November 12.
from the above link. any reason why this is getting extended? not getting enough bids?
That’s how govt tenders work. Happens with all tenders in GEM portal all the time.
It’s 6 MW, right ? Not GW
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capacity utilisation is 40-60%? if i remember correctly then had mentioned this as more than 80% in one of their previous concalls. pls correct me if wrong.
Its going to be hard to keep up with capacity utilization numbers for E2E as new capacity is getting added frequently.
80% was point in time data when it was mentioned earlier concall. What has been mentioned yesterday is possibly after additional capex has come live. This is my understanding. @garade Better to write to E2E CS to get more details.
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I think 80% was GPU capacity sold to the Customer and 40-60% is capacity of consumed booked racks in the DC…
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Hello,
Certainly! Having been actively engaged in the AI research and engineering field since its formative years, I’m happy to share some insights on how the AI industry is evolving. I hope this sheds light on the topic.
AI is a computation-intensive domain that demands high-end GPUs to execute its tasks effectively. Currently, the industry relies heavily on two major manufacturers: Nvidia and AMD. Companies like E2E serve as outsourcing partners, leveraging collaborations (e.g., E2E’s Gold Sponsorship for the Nvidia AI Summit 2024 in Mumbai) to provide infrastructure solutions to businesses. These partnerships enable firms from startups to large-scale enterprises like Jio, L&T, and other major Indian companies to access cutting-edge AI technology.
Also, E2E is also actively collaborating (or seeking to) with premier institutions in India to accelerate AI research and innovation, creating a robust ecosystem for AI development.
As for ROI, AI investments are yielding impressive returns. Companies are successfully pitching AI-powered products to VCs and securing substantial funding. While it’s true that some AI startups face challenges and fail, the broader trend shows continued financial commitment from corporations, governments, and academic institutions to advance AI capabilities.
To sum up, the AI industry is thriving, with E2E emerging as a leader in building infrastructure for companies, governments, and educational institutions. AI continues to shape the future, driven by significant investments and innovations.
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