Yotta, is the data-centre in the company from Hiranandani with landbank.
This will benefit companies like Netweb and supermicro; Netweb does have a high ROCE and partnership with Nvidia but that doesn’t mean Yotta will use them, if they have technology like super micro at lower price which is the reason one would be pick them (I don’t have that insigth). I think it is a good small bet, if you tracking and are able to add specifics then add that then it will be helpful. As a rough working estimate for terminal value; I would expect $20-30 of order flow from India or India based companies from companies’ large players in the AI training and inference chips from Nvidia; and industry is just starting to develop; and 40% of new spend is in HPC compute. Large IT services player capex plans are not yet announced yet expect HCL tech not very meaningful, this can increase the marketsize. At these, valuation it is important to know the scope.
ABB reports data center growth area; in terms of picks and shovels/proxy here some more details below with a ballpark estimate of the 45cr per mega watt; But I don’t know if there is scope higher margin/ROCE or are directly play on this growth area; ABB for example is diversified but they trade at 60 times etc…
Also, in terms of foundry-based model following maybe useful information, in terms of market size estimation for Netweb which further increased by unicorn start-up etc. I guess now I am just assess if there is no real competition. I am long on Nvidia for a long time and hence very picky, I there is no need to take a proxy play and these data from wider research, to manage the position and not invested in Netweb, but interested and tracking if the price is right. Hope this is helpful its not specific to netweb but a necessary precursor ?
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