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With reference to promoter reaching out to me, it was a linkedin connect request I got from Mr. Tarun Dua just 2 days after posting my first comment on this thread. Extremely low probability that this was a coincidence, as I do not work in the cloud industry for them to find me on linkedin and reach out. However after that initial connect request, I sent Mr. Dua a message asking how did they find my profile and he didn’t respond. I have not communicated further with him. Hope this clarifies.
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On partnership and alliances, my comment was in the context of recent work I did for one of the presentation i was working on where I had to showcase “partnership and alliances” of my organization in a specific area. I cross verified the the list I got from our internal team by visiting the web pages of each of the partners and it was a hit or a miss. However, internal teams confirmed that alliances do exist and projects are being done jointly even if some company webpages do not have the name of our organization listed under partners page. Against this background I made that statement about companies not updating their pages promptly to highlight all partnerships. Hope this clarifies too.
Nvidia GPUs are commodity, just that they are in high demand right now. I am sure they would have other partnerships and alliances with other players in the country too. Even if they dont have it and we assume E2E is only partner in India, it does not automatically bring much competitive advantage to E2E in this specific context. One has to understand the level and depth of partnership and the kind of projects they are doing together to determine whether it brings any competitive strength (for e.g. does the partnership give them exclusive rights to buy and distribute Nvidia GPUs in India? I doubt that big time!). Just my 2 cents!
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