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Netweb Technologies Dominates AI Infrastructure Race; SEBI Analysts See More Fuel Left In The Rally
It is emerging as India’s standout AI hardware play, with strong earnings, major infrastructure orders, and sustained trading momentum signaling further upside potential.
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Netweb Technologies Dominates AI Infrastructure Race; SEBI Analysts See More Fuel Left In The Rally
It is emerging as India’s standout AI hardware play, with strong earnings, major infrastructure orders, and sustained trading momentum signaling further upside potential.
Stocktwits
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A market expert recommends booking profits as technical indicators indicate bullish but stretched momentum.
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Markets started on a weak note as FIIs stayed cautious ahead of earnings season.
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Technology giants like Infosys, TCS, and Tech Mahindra fell over 3% after Trump’s executive order increased H-1B fees to $100,000, triggering a market-wide sell-off.
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Earlier this month, the company also secured a ₹1,734 crore contract to supply NVIDIA Blackwell-based servers for India’s sovereign AI mission.
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Netweb will supply servers based on Nvidia’s Blackwell architecture to an unnamed India-headquartered company
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The analyst highlighted Netweb’s heavy reliance on government orders, execution risks in scaling AI infrastructure, and the possibility of a derating if high expectations fail to materialize.
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Neuland shares rose 10% on Monday, while Netweb impressed with record FY25 results.
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SEBI analyst shares two scenarios – either a breakout to new highs or a steep correction that offers long-term entry points.
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