Update on some global developments in AI’s space and its impact on Netwab Technologies’ Business’, ‘Update on its impact, Note claimed that the company has been well chosen to capitalize on China for the emergence of artificial intelligence. Vishal Nvidia Corp on Monday eliminated about $ 600 billion from its market cap.
“Deepsek paved the way for the adoption of inclusive AI, expanding the market. By reducing the cost barriers associated with advanced technology, it enables a wide range of customers – due to the cost of high adoption – hesitates to reach and use appropriate computing resources … capable by platforms like Deepsek AI performance acceleration will adopt our solutions more and more, ”read the company’s investor notes.
Investors reacted positively to the note, even though Netweb did not give any specific development guidance. Within the first hour of trading on Wednesday, the company’s stock hit 10% upper circuit, and closed at this level. 1607.65 episi.
Managing Partner and Tech Analysis firm Everest Group, Chilajit Sengupta said that despite the threat of Deepsek for the status of global AI, AI is also a place for development for service providers.
“The market has a certain level of reaction due to deepsek, which will eventually be balanced. Given the geopolitical balance of nations with China, it is unlikely to adopt a Chinese AI model directly to fix and grow rooms for AI operations in India.
Global AI Policy Shift
However, not everyone is still confident. Two senior equity research analysts in two Mumbai-Nyro Brokerage firms, who had requested an oblivion since their firms, as their firms officially do not track Natweb Technologies, or its compatriots- 5,900-Crook E2E Network Limited said that the fall in stock prices of both companies is directly in correlation for many global events-American President Joe Biden’s executive order thanked India with American chips, currently unrestricted access to nations Left out of the list, current President Donald Trump Jr.’s announcement of ‘Stargate’ with ‘America-first’ approach to AI development and data centers, and finally, China’s Deepsek of China, US Tech veterans Microsoft, Google, NVDia and Disrupted OpenaiI.
“India is a service-first economy in the global technology supply chain for a long time. Although it has successfully managed to scale it into a 300 billion dollars industry that contributes significantly to domestic production, it is important to note that most or all the main patents in AI are owned by America. It releases firms such as E2E network and Netweb Technologies, which bet on providing AI cloud compute infrastructure at a much lower cost compared to compatriots in North America and European Union, in the risk of losing important businesses, ” One of the analysts said.
To ensure this, both E2E networks and Netweb technologies have seen exponential growth over the last two years. E2E network share prices increased 168 July 2023 for a high 5487.65 -one near -33x growth in November last year. For Natweb Technologies, on its initial public offering 500 per share in July 2023 3030 per share till December last year – an increase of over 6x.
“The stellar growth for investors and the increase in fast return propaganda were coming behind and demanding generative AI worldwide. As the Nvidia-supported calculation saw a decrease in supply due to heavy demand, low-cost AI became a natural favorite for investors such as E2E networks and Netweb Technologies investors. It is no surprise that if the US decides to restrict the access of NVIDIA processors for these companies, then investors will start taking out as many business models of a low -cost AI cloud platform provider, “The second analyst above said.
The launch of China’s Deepsek has created uncertainty about how the demand for AI calculation to create models, applications and services can affect cloud service providers. Each of the analysts stated that it was for the reason that investors responded positively to the Netwab note, stating that as of the December quarter, the company’s topline “increased to more than 60% on a significantly higher basis.”
The E2E network share prices, however, still hit 5% less circuits in intraaded trading on Wednesday-30-Syre BSE Sensex Benchmark Index scored 631 points through the day.
Emails sent to E2E Network and Netwab Technologies seek their future development trajectory and reaction to potential commercial pivotes, so the press did not receive reactions until time. Additionally, a spokesperson of the Natwab Technologies did not respond to the requests of the comment through Wednesday.
However, development hopes remain for silver lining for these two companies.
“America-global technical concerns, including America’s push for the first strategy, can play in favor of Indian technical firms, as it is unlikely that the US economy will completely remove with technical outsourcing due to cost factors. Said, market reactions will depend on foreign institutional investors (FII) patterns – which has been caused by the Indian market accident in the last two weeks, the Indian tech services will be very space for growing, and the recession. Will have to overcome its current stage, “said Sengpta.
Jaspreet Bindra, co-founder of Tech Consultancy firm AI & Beond, added further, while will always be a place for low-cost technical service providers, their long-term growth capacity will be defined by her ability to score core innovation beyond cost factors . , “The world will always need low -cost AI cloud platform operators, but beyond one point, the major development phase in a business will come only when these Indian firm can develop main products and solutions to meet the AI development phase. Are. This, in the long run, will give them more value for investors. ,
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