Good news for two Indian players. E2E NETWORKS

Good news for two Indian players. If Deep Seek can make $38 per GPU hour for inference and if these two players get the inference APIs integrated, earnings can surprise on the upside. Market will look at this news from a terminal value lens and see whether $38 is on a upward trajectory or downward and where is the sweet spot of settlement of this price, this will decide the long term earning potential. #E2E #ESDS

E2E mentioned soft launching inference products in concall With the current macro uncertainty, I see little point in spreading my time and attention across too many themes. My focus is limited to just four, strictly in this order: AI infrastructure, especially OFC Pharma CDMO transitions PEAD opportunities Special situations