Nota recorded 11.8 billion won in orders in the first quarter of this year. This represents a 111% increase compared to the same period last year. As the AI industry shifts from a competition in model development to one focused on actual operational efficiency, the expansion of the business, led by optimization technology, is interpreted as the reason for the increase in orders.

Nota announced its Q1 2026 earnings on April 7, citing its AI model optimization platform 'Netspresso' and its vision language model-based video analysis solution 'Nota Vision Agent (NVA)' as the reasons for the increase. The company explained that the growth in orders was amplified as both the platform and solution divisions grew together.

In the platform sector, collaborations with semiconductor companies have followed one after another. Last year, Nota disclosed a collaboration with Samsung Electronics regarding on-device AI and also announced contracts with Arm and FuriosaAI. This demonstrates that the application scope of its optimization technology is expanding beyond mobile to various computing environments.

Market trends are also contributing to this change. In the AI industry, processing efficiency during the inference phase, memory usage, and operating costs on actual equipment are recently emerging as key indicators, just as much as training performance. Nota's lightweighting and optimization technologies are also focused on helping to utilize hardware resources more efficiently to meet these demands.

In the solutions sector, NVA is expanding its scope of application to industrial sites. With the growing demand for video understanding and analysis across various fields such as transportation, safety, and media, Nota is expanding its business scope beyond being a semiconductor optimization company to becoming a provider of field-oriented AI solutions. The orders secured in the first quarter are interpreted as a sign that the company is diversifying its business structure as its platform and solutions grow together.