Jensen Huang's visit to South Korea resulted in multiple significant collaborations, with NVIDIA fully laying out its plans for embodied intelligence and AI infrastructure

Zhitong Finance APP noted that NVIDIA (NVDA.US) is collaborating with South Korea's LG Group in the fields of humanoid robots and next-generation data centers. This highlights NVIDIA's full-scale entry into the "physical AI" application area beyond traditional AI chips.

Jensen Huang stated after meeting with LG Group Chairman Koo Kwang-mo in Seoul, "We are collaborating with them on motor technology and mechanical systems to integrate humanoid robot technology with the future of robotics." He added, "We are also working with LG to jointly build the data centers of the future."

NVIDIA stated, "This collaboration perfectly combines NVIDIA's full-stack, end-to-end AI factory platform with LG Group's global leadership in consumer electronics, robotics, mobile transportation components, smart spaces, and data center technology."

Comprehensive Layout of "Physical AI" and AI Infrastructure

NVIDIA CEO Jensen Huang visited South Korea in early June after the Taipei COMPUTEX 2026 and GTC Taipei events, reaching a series of strategic cooperation agreements with several leading South Korean companies, including LG Group, SK Telecom, SK Hynix, Naver, and Doosan Group. This visit marks a substantial landing phase in NVIDIA's strategic transformation from a traditional AI chip supplier to a "physical AI" and full-stack AI infrastructure service provider.

In addition to the latest collaboration with LG Group, NVIDIA has also reached a series of agreements with the following companies:

SK Telecom: Building Gigawatt-level AI Cloud

SK Telecom plans to utilize NVIDIA's DSX™ platform to build a gigawatt-level AI cloud in South Korea, with the first AI factory expected to go live in 2027. This collaboration aims to provide robust infrastructure support for AI innovation in South Korea, meeting the surging demand for AI computing power both locally and globally.

For both parties: SK Telecom gains access to NVIDIA's state-of-the-art AI factory platform, enabling rapid construction and expansion of full-stack AI infrastructure; NVIDIA secures South Korea's largest telecom operator as a long-term customer, promoting the standardized deployment of the DSX platform in the Asia-Pacific region.

SK Hynix: Long-term HBM Technology Collaboration

NVIDIA and SK Hynix announced a long-term technical partnership to jointly advance next-generation storage technology for global AI factory construction and accelerate semiconductor design and manufacturing.

Notably, during COMPUTEX, Jensen Huang wrote "Please Make More" on the HBM4E wafer at the SK Hynix booth, highlighting NVIDIA's urgent demand for high-bandwidth memory (HBM) supply.

SK Hynix solidifies its position as NVIDIA's core HBM supplier for AI accelerators and receives joint development support for HBM4 and subsequent products; NVIDIA ensures the security of the storage supply chain for next-generation AI chips (such as Vera Rubin).

Naver: Expanding Sovereign AI Infrastructure South Korean internet giant Naver will utilize NVIDIA's DSX™ platform to expand its sovereign AI infrastructure, initially at a scale of 55 megawatts, with plans to gradually expand to gigawatt levels to meet the surging global demand for AI. Jensen Huang plans to visit Naver's "1784" robot-friendly headquarters in Banqiao.

Naver is building a self-controlled AI infrastructure to support its large models such as HyperCLOVA and cloud services, reducing reliance on overseas platforms; NVIDIA is establishing benchmark cases in the South Korean internet and AI services sector, promoting the concept of "sovereign AI."

Doosan Group: Physical AI and AI Factory Infrastructure

NVIDIA and Doosan Group are expanding their cooperation, covering multiple subsidiaries including Doosan Robotics, Doosan Bobcat, Doosan Enerbility, and Doosan Electronic Materials.

The areas of cooperation include physical AI and robotics technology, AI factory infrastructure, power infrastructure (to meet the energy demands of the surge in AI data centers), and semiconductor materials (such as CCL copper-clad laminates). According to South Korean media reports, Doosan Electronic Materials is expected to exclusively supply CCL materials for NVIDIA's Rubin chips, with related sales expected to reach 1 trillion won by 2026.

For both parties: Doosan Robotics gains support from NVIDIA's Isaac platform and simulation technology, the energy sector meets the power demands of AI data centers, and the electronic materials sector enters NVIDIA's core supply chain; NVIDIA, in turn, enhances its industrial chain layout from robotics hardware to energy supply, ensuring localized support for AI factory construction.

From "Selling Chips" to "Selling AI Factories"

The series of collaborations achieved during Jensen Huang's visit to South Korea demonstrates NVIDIA's clear strategic transformation path—from a pure GPU chip supplier to a platform enterprise providing full-stack AI factory solutions. Through comprehensive cooperation with South Korea in storage (SK Hynix), telecommunications (SK Telecom), internet (Naver), consumer electronics and robotics (LG), heavy industry and energy (Doosan), NVIDIA is building a complete ecological closed loop covering "chips-software-infrastructure-applications."

For South Korea, these collaborations will accelerate the construction of its "K-AI" ecosystem, enhance its voice in the global AI industry, and promote the transformation and upgrading of traditional industries into the AI era. This visit is seen as a substantial cooperation following the 2025 "Kangbu Meeting" (where Jensen Huang met with Samsung's Lee Jae-Yong, Hyundai's Chung Eui-sun, and others), marking South Korea as the most critical partner region in NVIDIA's global AI ecosystem outside of the United States and Taiwan