Thank you for sharing your summary of the meeting with E2E management and the company update.
They mention that they are targeting “foreign cloud providers” on the aspect of “compliance with national and industry regulations.”
Do you have any information on
What exactly are these national and industry regulations? Are they referring to any specific notifications or laws?
What exactly prevents foreign cloud providers such as AWS, Azure etc from complying with these regulations (they have data centers in India so data location can’t be it).
Foreign players do not permit banks or the RBI to conduct physical audits of their data centers, making it impossible to verify whether the data is genuinely stored in India. However, the RBI has mandated that banks must perform physical audits to ensure compliance.
Disclaimer: This information has been provided by a leading cloud provider in India.
This is really good news and positive for e2e networks. From current 30 MW to 150MW in:2 years more than 100% cagr growth and it would indirectly benefit e2e
"While Chennai has a huge potential for expansion, L&T’s data centre arm plans to set up 30 MW data centre in Panvel, where it has a 7-acres land parcel.
In Bengaluru and Mahape in Navi Mumbai, capacities of 30 MW each are coming up, she said.
At Chennai, around 8 MW capacity was already leased out, while the remaining capacity is under discussion for leases."
and it would indirectly benefit e2e