Netweb Technologies India Limited CC-May26.pdf · 2026-05-04
Sir, my question is basically on the India AI demand. So India is somewhere around 1 gigawatt, 1.5 gigawatt current. And by 2030, the country plan is to go up to 9 gigawatt. So first question is the way the industry -- as a country, we are going to grow from 1.5 gigawatt to 9 gigawatt, do you see your industry growth in line with the current country expectation? And second question is a lot of hyperscalers like Amazon, Microsoft, they are going very aggressive in the country, and they are building up more than 1 gigawatt capacity in Hyderabad, Mumbai. So like I saw Yotta as your one of the customer. Are you focused on hyperscalers? Or like do you have any growth plans going into directly hyperscalers rather than the colocation providers? So...
So, these are the two questions. So, the way the industry and the AI industry is changing, so a lot of companies like TCS, they have come up with a company like HyperVault where they are serving these hyperscalers, providing them colo services where they are making huge 50%, 55% of margin in future, if you see growth into this business and happy to see you in other areas also where -- which are more profitable and you can add value because you are contributing to a major part of the items which goes into the data center? Yes.