[Click e-Stock] "This Stock to Watch If TurboQuant Business Expands"

There are projections that Nota, a company specializing in lightweighting and optimization technologies for artificial intelligence (AI) models, will experience further growth in the era of inference AI.

On April 29, Kiwoom Securities researcher Hakjun Kim stated, "If Google proceeds with the commercialization of TurboQuant, Nota will become an efficient solution for the inference era with its optimized and lightweight models."

Researcher Kim explained, "Recently, demand for real-time inference has been increasing on edge devices such as mobile phones," and added, "To achieve real-time inference that exceeds the performance of graphics processing units (GPUs) used at the edge, optimization work is required."

He further added, "Nota provides optimization for chips such as GPUs, central processing units (CPUs), and neural processing units (NPUs) that are used for inference on edge devices like mobile phones." He continued, "Nota's NetsPresso solution enables the use of NPUs for inference."

Recently, Nota also signed a contract with UK-based semiconductor design company ARM. Researcher Kim commented, "This means that Nota’s solution can be applied when chips are developed using ARM's application processors (APs)." He analyzed, "If an ARM-based platform is established, customers can be expanded, enabling growth in performance."

Revenue is also expected to increase. Nota’s revenue was 3.6 billion won in 2023, 8.4 billion won in 2024, and 13.1 billion won last year. Researcher Kim predicted, "This year, Nota's revenue is expected to reach 26 billion won," and explained, "This is because the overseas sales of Vision AI are expected to expand beyond industrial sites like shipyards to the Middle East."

This content was produced with the assistance of AI translation services.