20% Upper Circuit: Stock Skyrockets After Partnering with NVIDIA to Boost India’s AI Infrastructure

SYNOPSIS: Shares of this leading provider of AI-focused cloud infrastructure surged 20 percent after NVIDIA named it for India AI factory collaboration, strengthening its role in building sovereign AI infrastructure and advanced cloud GPU capabilities.

During Wednesday’s trading session, shares of a leading provider of AI-focused cloud infrastructure, offering advanced cloud GPUs and a comprehensive ecosystem of cloud technologies, hit a 20 percent upper circuit on NSE, after NVIDIA named it for India AI factory collaboration.

With a market cap of Rs. 6,175 crores, shares of E2E Networks Limited hit a 20 percent upper circuit at Rs. 3,068.2 on NSE, compared to its previous closing price of Rs. 2,556.9. The stock has delivered positive returns of over 53 percent in the last one year, and has gained by nearly 37 percent in one month.

News

NVIDIA has announced a series of strategic partnerships aimed at boosting India’s AI Infrastructure. The company is collaborating with next‑generation cloud providers such as Yotta, Larsen & Toubro and E2E Networks to establish advanced AI factories to meet India’s growing need for AI compute and support the development of large-scale AI models and services that drive innovation.

E2E Networks is developing an NVIDIA Blackwell GPU cluster on its TIR platform, which will be hosted at the L&T Vyoma Data Centre in Chennai. The TIR cloud compute platform will integrate NVIDIA HGX B200 systems, NVIDIA Enterprise software, and NVIDIA Nemotron open models. This infrastructure is expected to strengthen sovereign development across agentic AI, healthcare, finance, manufacturing and agriculture.

Yotta, a hyperscale data centre and cloud provider, is building large‑scale sovereign AI infra for India under its Shakti Cloud brand. Powered by over 20,000 NVIDIA Blackwell Ultra GPUs, its campuses in Navi Mumbai and Greater Noida will deliver GPU‑dense, high‑bandwidth AI cloud services on a pay‑per‑use model, designed to provide advanced AI training and inference affordable and compliant for Indian enterprises and public sector customers.

Additionally, several Indian companies are adopting NVIDIA’s Nemotron models and NeMo Curator, an open-source library for multilingual and multimodal data curation. Among them is Gnani.ai, which offers a multilingual agentic AI platform that enables enterprises to interact with customers through voice and text. The company is building a 14-billion-parameter speech-to-speech model based on NVIDIA Nemotron Speech models, datasets and NeMo libraries via NVIDIA Cloud Partner E2E Networks, with plans to scale up to a 32-billion-parameter model.

What is India-AI Impact Summit 2026?

The India-AI Impact Summit 2026, announced by Prime Minister Narendra Modi at the France AI Action Summit, is scheduled to be held in New Delhi on February 19-20, marking the first global AI summit hosted in the Global South. The event will be structured around three foundational pillars, or ‘Sutras’ – People, Planet, and Progress, aiming to guide the responsible and collaborative use of AI for shared global benefit.

The Summit envisions a future where AI’s transformative potential is used to serve humanity, accelerate inclusive economic growth, strengthen social development, and promote people-centric innovation while safeguarding the planet. A key objective is to amplify the voice of the Global South, ensuring that access to AI-driven opportunities and technological advancements is distributed equitably rather than concentrated within a few advanced economies.

However, the rapid expansion of AI across sectors also presents significant challenges. It is reshaping traditional employment structures, intensifying algorithmic biases, and increasing energy demands. These realities underscore the need to move beyond broad principles and focus on delivering tangible, measurable outcomes that effectively balance AI’s immense promise with its associated risks.

Financials

E2E Networks reported a significant growth in revenue from operations, experiencing a year-on-year increase of around 68 percent, from Rs. 41.6 crores in Q3 FY25 to Rs. 70 crores in Q3 FY26. However, it reported a net loss of Rs. 5.7 crores from a profit of Rs. 11.6 crores, over the same period.

E2E Networks Limited is engaged in the business of offering a complete end-to-end cloud infrastructure and support, including high-performance cloud infrastructure, storage and support solutions in multiple countries through four data centres in Tamil Nadu, Maharashtra and Delhi NCR. 

It serves a diverse range of customers, including AI startups, small and large enterprises, government and educational institutions across industries. E2E focuses on delivering cost-efficient, scalable and performant cloud services, built on open-source technologies, tailored for startups, enterprises, and research workloads of all sizes and scales.

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