Netweb Technologies India Limited CC-May26.pdf · 2026-05-04
Congratulations on great execution in this quarter, sir. A couple of questions on my side. On the component pricing, are you seeing any kind of softness? Or are we still looking at component prices being at these levels for maybe the next few quarters?
Okay. And just a couple of more things. One is we're seeing demand move from training to inference in last few quarters. So that is obviously less GPU dependent and more as like Sandeep mentioned, maybe TPUs are also coming in. So how are we going to get impacted in terms of the demand shifting? Are we going to see more demand with inference demand improving? Or how does the economics work for us there?