Netweb Technologies India Limited CC-May26.pdf · 2026-05-04
So, my first question is the Agentic AI impact on CPU. Year -to-date, we see a lot of demand after the OpenClaw launch. So, driving a lot of CPU usage. So we saw the Intel reported very, very strong earnings and outlook. So, for Netweb, I think the relationship is on the high - performing computing segment where you sell the CPU server. So last year, apparently, the AI system is very good, but then the HPC segment is more steady. My question is because of this Agentic AI trend, do you see a much faster acceleration in the HPC segment revenue this year and maybe next year? That's my first question.
Okay. Understood. My second question is regarding the healthiness of the India AI investment by the government. Because I saw some articles saying that the investment in the downstream data center, the take up rate is quite low. So that some of these data centers, they have to rent it out to the other customers outside of the India AI Mission. Can you, from your perspective, comment about how healthy is the downstream adoption of the Indian AI Mission investment by the government?