Indian AI Infrastructure Brief: February 18, 2026 Market momentum in the Indian technology sector has reached a fever pitch today. Investors are reacting to landmark infrastructure deals that position domestic firms as critical nodes in the global artificial intelligence supply chain. E2E Networks Hits Upper Circuit E2E Networks witnessed an extraordinary surge of **20.0%** during today's session. The stock hit its upper circuit limit, closing at **₹3,068.20**. This massive rally follows the announcement of a strategic collaboration with Nvidia to address the soaring demand for AI compute in India. The company is currently building an Nvidia Blackwell GPU cluster on its TIR platform. This infrastructure will be hosted at the L&T Vyoma data center in Chennai. This deployment is a cornerstone for "Sovereign AI," providing the high-performance computing necessary for local enterprises to develop proprietary models in sectors like finance and healthcare. Netweb Technologies Strategic Launch Netweb Technologies also saw significant buying interest, with its shares rallying as much as **8.78%** to reach an intraday high of **₹3,371.10**. The gains were triggered by the official launch of its 'Make in India' AI supercomputing systems. Netweb unveiled the Tyrone Camarero Spark, touted as one of the world's smallest AI supercomputers. Despite its compact **5.9-inch** cube form factor, the system delivers **1 PetaFlop** of performance. It is powered by the Nvidia GB10 Grace Blackwell Superchip and is designed specifically for local model fine-tuning and inference. Broader Market Context These developments align with the ongoing India AI Impact Summit 2026. The government recently announced plans to expand the national compute capacity beyond the current **38,000 GPUs**. Recent policy updates have further fueled this sector, including a long-term tax holiday for AI data centers and a projected investment flow of over **$200 billion** into the domestic AI ecosystem over the next two years. The Indian public cloud market is maintaining a robust growth trajectory, with a projected **20–25%** CAGR. This growth is increasingly driven by specialized AI workloads, moving away from general-purpose computing toward high-density GPU infrastructure.