Contract Details
- Contract Value: Approximately Rs. 1,000 crore (exclusive of taxes)
- Contract Duration: Continues through June 2029
- Services: NVIDIA Blackwell cloud GPUs and allied services
- Counterparty: Sovereign AI company based in India
Strategic Implications
This engagement transitions the NVIDIA Blackwell capacity that E2E Networks deployed in May end, 2026 from a pay-as-you-go model to a longer-term commitment. The contract provides greater revenue visibility over a multi-year horizon.
Management Commentary
Nitin Jain, Chief Financial Officer: "This engagement provides greater revenue visibility over a multi-year horizon and reinforces our strategy of building a high-quality, long-term customer base. This transitions the NVIDIA Blackwell capacity we deployed in May end, 2026 from a pay as you go model to a longer term commitment."
Tarun Dua, Managing Director: "This reflects the growing confidence that sovereign AI and enterprise AI customers are placing in E2E's cloud GPUs as India's requirements for AI compute continue to scale."
The company describes itself as "India's leading AI cloud infrastructure company" and the announcement represents a significant strategic contract in the AI infrastructure space.