Netweb Technologies has witnessed a significant surge in market activity, with its share price jumping more than 17% over the last three trading sessions. On Thursday, February 19, 2026, the stock reached an intraday high of 3,605.00 INR on the BSE, extending a rally fueled by a major expansion of its high-performance computing portfolio. The momentum follows the unveiling of the 'Make in India' Tyrone Camarero GB200 AI Supercomputer and the compact Tyrone Camarero Spark. Developed in collaboration with NVIDIA, these systems utilize the advanced Grace Blackwell architecture. The Tyrone Camarero Spark is specifically positioned as one of the world's smallest AI supercomputers, delivering 1 petaflop of performance in a desktop form factor. Market interest is heavily driven by the company's strategic alignment with India's growing demand for sovereign AI infrastructure. The new systems are designed to handle complex generative AI workloads, including training models with up to 70 billion parameters on-premises. This capability addresses a critical need for local, secure, and high-speed data processing without reliance on external cloud environments. Financially, Netweb is demonstrating rapid scaling. In the quarter ending December 2025, revenue surged 141% year-on-year to 805 crore INR. Profit after tax also saw a massive jump of 146.7%, reaching 73.3 crore INR. AI systems have become the primary growth engine for the firm, contributing approximately 64% of total revenue in the latest quarter. The company's order book remains robust, currently valued at over 2,250 crore INR when combining organic and strategic projects. Analysts highlight that Netweb’s zero net-debt status and a healthy cash reserve of approximately 190 crore INR provide a stable foundation for further technological investment. Wider market trends indicate that the Indian supercomputer sector is expected to grow at a compound annual rate of 13.7% through 2030. Netweb's early adoption of liquid-cooled rack-scale systems and Blackwell GPUs places it at the forefront of this expansion, particularly as enterprises and government bodies accelerate their transition to high-density AI factories. The stock has delivered returns exceeding 140% over the past 12 months, significantly outperforming broader indices. With the official commencement of shipments for its new AI systems, investors are focusing on the company’s ability to execute its current deal pipeline while maintaining its leadership in the domestic manufacturing of high-end compute hardware.