# data center revenue — X 热门讨论 (2026-10-08 15:10 UTC)
## @GeniusGTX (GeniusThinking) · 10-08 11:00 · ♥34 ↻23 💬0 How Nvidia lost China to Huawei, and why the US is next (full breakdown) https://x.com/GeniusGTX/status/2108150635363483840
## @Financially_In (Financially Free ™) · 10-07 21:16 · ♥30 ↻5 💬0 Jash Engineering Ltd
#JASH seeing the Data Center opportunity ?
The Answer is "Yes". However, they are not directly supplying to hyperscalers, but to their vendors.
What the product actually is????
This is not a brand-new product but a modification of something Jash already makes. Their existing pressure vessels are used on transmission lines for water hammer control (surge protection), not cooling. For data centers, the same vessel has been adapted with internal design changes to suit the cooling application.
Current order traction:
- First order already won: 4 vessels - Under negotiation: another order for 32 vessels - Quoted (pipeline): more than 600 pressure vessels, which he noted is "enough to make a new plant"
Product cost / economics
Per vessel: roughly Rs.30–50 lakh depending on size, up to about Rs.60 lakh for larger ones
The 32-vessel order being negotiated: Rs.35–40–50 lakh × 32 (so broadly Rs.11–16 crore)
Full-scale annual opportunity: an investor (Yogansh) framed it as a Rs.25–30 crore/year business, which Patel did not dispute
The Revenue guidance:
FY27: Rs.875 Cr revenue, including Rs.320 Cr from India and Rs.555 Cr from international markets, with Rs.100–105 Cr PAT. Management reiterated that this is easily achievable and remains bullish.
FY28: Rs.1025 Cr revenue.
Long term: Rs.1500 Cr revenue target by 2031.
Disc: No buy/Sell. https://x.com/Financially_In/status/2107943057974849965
## @JUST_KAWS (JUST KAWS) · 10-07 14:03 · ♥30 ↻0 💬4 $MRVL just updated their FY28 revenue expectations from 18B to 20B
I truly believe this will be the next trillion dollar company like Jensen Huang mentioned a few months back
Here’s why:
• Four raises in a row (15 → 16.5 → 18 → 20)
• Data center revenue up 46% YoY • Custom silicon targeting $10B+ by FY29 • Marvell is a leader in optical DSPs and connectivity, and it bought Celestial AI to extend that https://x.com/JUST_KAWS/status/2107834124903858509