I agree with this assessment. It is definitely possible that the page is outdated but E2E and NVIDIA preference is not a very recent occurrence. I have seen this line in several past investor presentations. So it seems unlikely that it is simply outdated. E2E management had a great foresight of the AI rise and prepared for it with the launch of A100s.
To add further, even though the barrier to entry in this business is (relatively) low, making a mark and capturing large, reputed clients is extremely tough because of how popular and ubiquitous multi-billion dollar providers are. E2E has done this well.
I love the business model of NMDC. Mines iron ore, crushes it and sell to make a shiny buck at a handsome margin. Doesn’t get more straight than that. That does not undermine the profitability of the company at all. Sophistication/commoditization of an offering does not limit the potential of a company. If E2E continues to grow at 25-30% p.a. I have no complains. It doesn’t need to be sexy, just make money.
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