As the AI infrastructure market has been growing rapidly in recent days, Kosdaq-listed company Aitum is signaling a leap forward as a "core AI data center stock" based on its strategic partnerships.
Aitum announced on the 27th that Global Topnet, in which it made a strategic investment, recently signed a computer server supply contract worth about 10.7 billion won with the Public Procurement Service. Under this contract, 410 high-performance servers will be supplied to the public sector.
The market is paying attention to what this order means for Aitum. This is because the partnership has not stopped at a simple memorandum of understanding (MOU); the invested company has begun to generate actual revenue and produce visible results. As a result, there is an assessment that Aitum's strategic decision-making and business expansion capabilities have been proven in concrete numerical terms.
Currently, the key challenges for AI data centers are "power efficiency" and "heat management." Aitum has developed a solution that minimizes energy loss through power control technology based on high-efficiency power supply modules.
As this technology has been applied to Global Topnet's AI server platform, the two companies have completed a next-generation data center solution with improved power density.
A company official said, "By combining Global Topnet's new fluorinated-ketone-based cooling system with Aitum's power technology, we expect to reduce the power and heat load that occurs in high-density computing environments."
The cooperation between the two companies is expected to expand beyond the public procurement market. Through the government-funded "data center efficiency improvement" project, they plan to participate in building next-generation computing environments and to respond to the rapidly increasing demand for edge data centers. The company expects that Global Topnet's experience in executing projects such as building backup servers for the Naro Space Center data and Aitum's manufacturing capabilities will create strong synergies.
Some observers say that Aitum's current share price does not fully reflect either the stability of its existing core business or the growth potential of its new business.
An industry insider commented on Aitum, saying, "As the company is in the process of transforming its business structure from a traditional mobile-focused model into an AI infrastructure company, there is a strong possibility that its corporate value will be re-rated in the future."
An Aitum representative said, "This large-scale order secured by Global Topnet is the starting point of the AI ecosystem that the two companies will build," adding, "We will strengthen our mid- to long-term growth foundation based on the visible revenue results and our technological collaboration."
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