I agree with their hot take. DC, compute, IaaS have different use cases and business models and target customers. Anyone outside of the industry may not pick the subtelety in them. Hype is an engine which keeps chugging.
However, I don’t think DC analysis is where E2E fits. In fact, E2E is not at all in the DC business. It is a DC customer. Dua is smart to realize that’s not where the values creation lies. He’s talked about this before. Further, he’s mentioned moving towards stronger margin products. That won’t happen by moving towards infra.
DC today is essentially a high capital commodity. The tech is available for anyone with deep pockets(think Reliance’s recent announcement)
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