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E2E Networks

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01 Sep 2026
E2E Networks signed a binding term sheet worth about 1,000 crore rupees to supply Nvidia Blackwell cloud GPUs to an Indian sovereign AI company.
The arrangement runs through June 2029. It converts Blackwell capacity E2E already deployed in May 2026 from pay as you go billing onto a committed multi year contract, so the value is revenue visibility on installed hardware rather than fresh capacity being added. The customer is not named.
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Anand Ganapathy K | SEBI Registered Research Analyst | INH000016630. Stock notes are market commentary for general information and education. They are not investment advice, not a recommendation to buy or sell, and do not account for any individual's financial situation. Investment in securities is subject to market risks. Please read all related documents carefully before investing. Past performance is not a guarantee of future results.