Netweb Technologies Shares Surge 4%: How the New Nvidia-Powered AI Supercomputer Changes the Game

Synopsis: Netweb Technologies (NSE: NETWEB) shares jumped 4.3% to ₹3,233 on February 18, 2026, following the launch of its “Make in India” AI supercomputing lineup. The “Zero-Minute” fact is that its new “Tyrone Camarero Spark” is one of the world’s smallest AI supercomputers, delivering 1 petaflop of performance using NVIDIA’s latest Grace Blackwell chips to enable on-premises LLM fine-tuning.

On Wednesday, February 18, 2026, Netweb Technologies India Ltd emerged as a top performer in the high-end computing sector, with its stock price surging as much as 4.33% to reach an intraday high of ₹3,233. This rally was ignited by the company’s unveiling of a new generation of sovereign AI infrastructure at the ongoing AI Summit in New Delhi. By launching homegrown systems powered by NVIDIA’s Blackwell architecture, Netweb has solidified its position as India’s premier OEM for high-performance computing (HPC).

Netweb Technologies Nvidia AI Launch

The launch comes on the heels of a blockbuster Q3 FY26, where Netweb reported a 147% YoY surge in net profit to ₹73.3 crore. With AI systems now contributing over 64% of total revenue, the market is aggressively re-rating the stock as a primary beneficiary of India’s ₹10,000-crore AI Mission.


How the new Nvidia-powered systems change the game

The primary driver of today’s surge is the Tyrone Camarero Spark. Measuring just 5.9 x 5.9 x 2 inches, this “petascale” personal supercomputer brings data-center-level power to a desktop form factor. It enables Indian developers to run inference on AI models with up to 200 billion parameters and fine-tune models of up to 70 billion parameters locally, eliminating the need for expensive and latency-heavy external cloud infrastructure.

Furthermore, the “1-2-1” rule of Netweb’s market dominance was evident: one exclusive partnership (NVIDIA Elite Partner), two technological breakthroughs (GB200 NVL4 and liquid-cooled MGX servers), and one sovereign manufacturing push. The new Tyrone GB200 systems deliver up to 2x the performance of previous generations, capable of supporting Large Language Models (LLMs) scaling up to 10 trillion parameters.

Netweb Technologies: AI Infrastructure Evolution

System NameCore ProcessorPerformanceForm FactorTarget Market
Tyrone SparkNVIDIA GB101 PetaflopDesktop (Compact)AI Developers/SMEs
Tyrone GB200NVIDIA BlackwellTrillion-Param ScaleLiquid-Cooled RackEnterprise/Data Centers
Tyrone MGXGrace HopperScientific ComputeModular ServerGovt/R&D Labs

The “Analyst Consensus” on Netweb’s Growth

Brokerages are increasingly bullish on Netweb’s role as a “Full-Stack” Indian hardware provider.

  • Valuation & Growth: Analysts at Simply Wall St project Netweb’s earnings to grow by 39.3% per annum over the next three years. Despite a high Price-to-Book ratio, the stock is seen as a “compounding machine” due to its 36.5% forecast ROE.
  • Order Book Visibility: The company currently holds a strategic order book of nearly ₹1,733 crore, with a total pipeline estimated at ₹4,200 crore. This provides clear revenue visibility well into FY28.
  • Technical Outlook: Chartists identify a strong support zone at ₹3,100. If the stock sustains today’s momentum and closes above ₹3,250, the next technical target is projected at ₹3,450.

Also Read: Fractal Analytics Shares Surge 4%: Why Prabhudas Lilladher’s ₹1,260 Target Triggered a Post-Listing Rebound

The Bottom Line

The 4% surge in Netweb Technologies is a definitive signal that the “Make in India” high-tech dream is maturing. By delivering the world’s smallest AI supercomputer powered by NVIDIA, Netweb is not just selling hardware—it is providing the sovereign compute backbone for India’s AI developers. For the Aam Aadmi investor, the focus remains on the execution of the ₹2,300-crore order book and the company’s ability to maintain its zero-debt status.

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