[Edaily Reporter Kwon Oh-seok] The stock price of #M83, a company specializing in visual effects (VFX), has been surging for three consecutive trading days. It appears that buying interest is surging following news that its subsidiary, P&T Link, has begun supplying artificial intelligence (AI) infrastructure to Naver Cloud. According to MP Doctor on the 5th, M83 was trading at 8,670 won as of 9:37 a.m., up 11.73% from the previous trading day. Previously, on the 2nd, M83 issued a press release announcing that its subsidiary, P&T Link, had signed a contract worth approximately 50 billion won annually to supply standard servers for AI infrastructure to Naver Cloud. The supply period is scheduled to continue until March of next year. As a result, the stock price closed at the daily price limit up until the previous day (the 4th). P&T Link is engaged in businesses such as graphics processing unit (GPU) servers, AI storage, industrial servers, and AI infrastructure construction. In response to the growing demand for high-performance servers driven by the recent proliferation of generative AI, the company is aggressively expanding its related businesses. P&T Link is broadening its business scope beyond simple server supply to include AI infrastructure construction and maintenance. Based on existing supply projects, the company plans to actively respond to future demand for additional expansion and maintenance.
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