Unlike the big daddy’s (GCP, Azure & AWS), E2E does not have the money power or the expertise to provide AI solutions (read: library of ready to use algorithms, AI/ML platforms, plethora of tools to test, monitor, tweak, provide explainability etc. etc.). So in that sense, AI play is very limited for E2E right now – basically providing GPU infra and Machine Learning deployment and monitoring software.
Having said that, would be of interest to know what the margins they would make on GPUs vs normal CPUs…it should be higher, but difficult to know with certainty as they share very limited data (understandably given their size).
Will they be able to hold and still grow very fasts against the onslaught of global players needs to be seen. Growth has slowed down post the Covid surge and that is also reflecting in share price movement.
Just my 2 cents…on watch list.
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