Company has said till June 2024 have deployed 450 H100(s) and capex in FY24 and Q1FY25 combined is 209 Crores, majority is to procure above chips.
And now in current July 2024 presentation, they have mentioned there is plan to deploy 250 H100(s) in July 2024 i.e., from Q2FY25 Quarter, hence a fair estimate of 100-125 Crores of capex is expected in Q2FY25, which is a good momentum in capex and also shows the growth tailwinds in the industry.
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