Thank you for sharing!
Adding my 2 cents on 2 points from IR communication
- It is not correct that SMB is not a focus area for large players…players like Azure are also actively getting involved in startup ecosystem and even offering free incentives/concessional rates and good support for startups
- Huge capex…this was my initial worry and sort of anti-thesis pointer at that time. However, based on my interaction with a friend who works in the cloud area, he said these days big hardware players in cloud area have also started to offer hardware on long term rent (3+ years). I am yet to get full details on this model, but what I understood was players like E2E networks can now rent the necessary hardware to build their infra and instead of large capex, show it as yearly Opex. I do not know if E2E network leverages this model or has plans to do so
Good to get validation that GPU revenue going up. Would be more important to learn about margins in this area vs CPU. Volumes today have been crazy (compared to 3-10k average volumes) so need to get a sense if it is only due to Blume transaction and some intraday adventure by traders or something else is cooking. This counter has very low trading volumes, so price swings are wild.
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