Isak Engineering is showing strong performance. This is interpreted as being influenced by NVIDIA CEO Jensen Huang's statement that the partnership with Dell Technologies is the key to expanding the artificial intelligence (AI) business.
As of 10:10 AM on the 21st, Isak Engineering is trading at 13,730 KRW, up 5.21% compared to the previous day.
The day before, Jensen Huang stated at Dell's conference, "The partnership with Dell will not only expand AI customers but also promote the establishment of 'AI factories' for enterprises and organizations," adding, "We will provide this generative AI capability to every company worldwide."
Dell is one of the largest providers of computing infrastructure to government agencies and enterprises. NVIDIA's revenue depends on data center operators, with Microsoft, Meta Platforms, Amazon.com, and Alphabet as the largest customers, followed by Dell.
Meanwhile, Isak Engineering has formed a partnership with Dell. It is known that they have established a joint sales partnership targeting the enterprise market by combining Dell's edge server Qumolosity supply with Isak Engineering's big data and AI products.
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