NETWEB

Netweb is a high-end computing (HPC) solutions provider: servers, supercomputers, AI systems, data-centre hardware, HCI (hyper-converged infra). Fully integrated design + manufacturing capabilities. Strong technology partnerships (e.g., NVIDIA) which help in AI-infrastructure demand AI demand: As AI adoption grows in India, demand for GPU-accelerated servers, AI systems, and high-performance compute will help Netweb significantly. Data-Centre Push: India’s digital infrastructure push, especially data centres, will likely benefit Netweb as a hardware provider. Sovereign / Government Deals: There are reports of sovereign AI deals, which are very high margin / strategic. Order Wins: Reported order wins (e.g., ~₹450 crore for its Tyrone AI GPU systems) are very positive.