Artificial intelligence-related stocks rose up to 20% on February 18 amid a flurry of deal announcements during the ongoing India AI Impact Summit in New Delhi.
Netweb Technologies
Shares of Netweb Technologies rose 11% on February 18 as the company launched ‘Make in India’ AI supercomputing systems powered by NVIDIA.
"Netweb Technologies today powered a new era of computing in India by introducing one of the world’s most powerful AI infrastructure solutions — a ‘Make in
India’ AI Supercomputer Tyrone Camarero GB200 System — and the petascale personal compute system Tyrone Camarero Spark. Netweb today announces a new class of AI Computing for India with the launch of Tyrone Camarero Spark, which is one of the world’s smallest AI supercomputers, delivering NVIDIA’s AI stack in a compact desktop form factor. It combines NVIDIA Blackwell GPUs, NVIDIA Grace CPUs, NVIDIA Networking, NVIDIA CUDA-X libraries and NVIDIA AI software stack, accelerating agentic and physical AI development to address the requirements of millions of AI developers in India," said the company in a stock exchange filing.
The stock rose over 8% in the last seven days and around 2% in the last 30 days.
The system packs a petaflop of AI performance and 128GB of unified memory into a compact desktop form factor-based system, helping a huge customer base of AI developers in India to run inference on AI models with up to 200 billion parameters and locally fine-tune models of up to 70 billion parameters. It also allows developers to build AI agents and operate advanced software stacks entirely on-premises, the company added.
“The Tyrone Camarero Spark based on NVIDIA DGX Spark and powered by the NVIDIA GB10 Grace Blackwell Superchip, manufactured in India by Netweb and ready to serve the AI developer market of the world, is a proud moment for the ‘Make in India’ mission. The Tyrone Camarero Spark provides AI developers t 1 Peta Flops of (FP4) performance out of the box in the tiniest form factor of 5.9 in x 5.9 in x 2in inches and with system power supply of just 240 Watts — whereas in 2016 a comparable performance of 170 Tera Flops (FP16) with same memory size of 128GB could be delivered with System Power requirement of 3200 Watts. This milestone revolutionizes AI compute in India by introducing new ways to conduct AI research and development. With this move we have created a whole new customer segment in collaboration with NVIDIA.” said Sanjay
Lodha, Managing Director & CEO of Netweb Technologies India Ltd.
E2E Networks
Shares of E2E Networks rose up to 20% on February 18 as Nvidia said the firm is building an Nvidia Blackwell GPU cluster on its TIR platform.
"E2E Networks is building an NVIDIA Blackwell GPU cluster on its TIR platform, hosted at the L&T Vyoma Data Center in Chennai. The TIR cloud compute platform will feature NVIDIA HGX B200 systems and NVIDIA Enterprise software as well as NVIDIA Nemotron open models to supercharge sovereign development across agentic AI, healthcare, finance, manufacturing and agriculture," said Nvidia's Jay Puri.
Aurionpro Solutions
Aurionpro Solutions, an end-to-end data centre solutions provider, on February 18 announced a "significant order" win from a reputed global data centre developer and
operator, following which its stock rose over 5%.
"This strategic engagement, secured from a long-standing global client, underscores the depth of trust Aurionpro has built with tier-one data centre operators. This win further validates Aurionpro’s execution capabilities across the complete infrastructure value chain: engineering, design, construction, commissioning, and lifecycle support. The high-value deal is scheduled for implementation over the next three quarters and involves the design and execution of a brownfield facility in Mumbai. The scope includes a comprehensive solution covering engineering and construction services along with integrated testing and commissioning," said the company in a stock exchange filing.
“This strategic win underscores the confidence that leading global players continue to place in Aurionpro. India's data centre market is at an inflection point, driven by hyperscaler expansion, AI workload requirements, and sovereign infrastructure mandates. With the government's Data Centre framework now in place and Budget 2026 reinforcing India's positioning as a neocloud hub, demand for proven execution partners who can deliver mission-critical infrastructure within live operational environments has never been higher," said Bhaskar Bhattacharya, EVP & Head – Enterprise Business, Aurionpro.
Other AI stocks
Amid optimism over artificial intelligence and its multi-faceted use and the bevy of deals announced, other AI-related stocks also did well on February 18. Anant Raj, Orient Technologies shares also rose up to 8%.
Shares of power firms that provide electricity to data centres also rose, with Cummins India and Hitachi Energy rising 3.75% and 2%, respectively.
The India AI Impact Summit at Bharat Mandapam in New Delhi, which runs until Saturday, has been billed as the first major AI gathering hosted in the Global South. Prime Minister Narendra Modi, Google's Sundar Pichai, OpenAI's Sam Altman and Anthropic's Dario Amodei will address the gathering on Thursday.
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