This is in line with the view i had shared earlier - as AI and its usage matures, AI related compute would tend to be a utility, and the profit pools that are now centered around the compute aspect of AI currently (NVIDIA included) should tend to move towards products and services that would be built to harness the power of AI in a succeedingly better manner. The layers above the compute, if you will.
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True, I also think the same. Application layer will be the ultimate beneficiary in the due course of time.
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Watch the video from 49:35 to 53:00.
It clearly tells you that just setting up data centres is not going to do any good for the company, the real MOAT is in the software that helps to get the best computation out of chips.
E2E had time and again stated that there’s software is hard work of past 10 years of coding and refinement.
In my opinion, e2e should be seen as a software company rather than a company who is just setting up data centres.
A company having years of head start and expertise in the area, is best suited to capture the opportunity, which in my opinion e2e has.
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And look at the Coreweave. It’s running like there’s no tomorrow. It is up 200% just in 2 months and became more that $50B company. Business model is similar to E2E networks.
What I think is compute is going to be the new oil, not data. Since output tokens quadruple for every doubling of input tokens, and since reasoning models must re-run the prompt with each logical step, it follows that computational needs are going to go through the roof.
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In whole world Only US is spending big on AI. Remaining all the countries are making regulations to regulate AI. And saying AI is just productivity enchaer
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Computational needs rise with token count. Sure but it’s quadratic not quadrupling per doubling. Also, reasoning chains don’t re-run prompts each step. Newer models + attention optimizations are keeping this in check.
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Following are some exracts from today’s Economic times article on IndiaAI mission:
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“While some companies told ET that the reduced L1 rates will help kickstart artificial intelligence pilot projects in various domains, which previously may have been cost-prohibitive, others warned of a price bloodbath for GPU capacity providers.”
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“All existing empanelled players will be asked to match new L1 prices,”
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“Companies have invested heavily in bidding for GPUs. Commitments require significant money and those in the business have done so after their assessments,” he said.
What does it mean for companies which have already invested in GPU infrastructure basis the 1st round of pricing offered by them and being given the L1 orders?
As per the article they will be asked to lower their prices to match the 2nd round pricing, a big negative for all the companies who received orders in the 1st round.
I have seen this in past and in many companies, government businesses are very competitive because their parameter for selection of vendor is price and because of which many companies who’s product might be way superior in terms of performance and quality don’t get the due respect in terms of pricing and the value they provide due to which the actual outcome suffers.
Its sad but its the truth.
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After listening to Oracle’s call yesterday, it’s clear that AI demand is only going to grow from here. They talked a lot about huge cloud infrastructure bookings, mostly for AI workloads — and today the stock is up 14%!
Feels like a big positive for E2E too. It’s the only company I know in India that’s building something serious around AI and GPU infra. Should benefit if this trend keeps up.
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Promoter pledge of share
Any update on this ?
Why does Tarun Dua and LnT shareholding came down in Mar-25 ? Any idea?
Companies nowadays issue ESOPs. When the ESOPs vest and the shares are reflected in the demat account, the total number of outstanding shares increases. Since the number of shares held by existing shareholders remains the same, their percentage shareholding decreases. As a result, not just the promoter shareholding, but also the DII and FII shareholding appears to reduce proportionately.
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