ESDS Software: Can $ 1 .25 billion AI deal justify over Rs 18,000 cr market cap?
What would you do if a stock you bought at its IPO almost quadrupled in weeks, and then fell to its lowest point for six days in a row? Should you ride the wave or exit? That is the question hanging over ESDS Software Solution, a company most people had never heard of until its shares saw sharp spikes. Many have been enamoured by its pure-play AI fundamentals.
ESDS Software Solution’s artificial intelligence (AI) ambitions are now facing a key test – how quickly can its planned infrastructure translate into operating revenue and earnings? While the company has outlined a large opportunity in graphics processing unit (GPU) infrastructure,
