Jensen Huang strengthens South Korea AI partnerships as Nvidia expands robotics and chip alliances

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Nvidia CEO Jensen Huang is deepening ties with South Korean tech giants during his Seoul visit, meeting leaders from Samsung, SK Hynix, Hyundai Motor, and NC to discuss AI memory chips, robotics investments, and physical AI collaboration. The visit signals Korea's growing role in Nvidia's AI ecosystem as demand for AI infrastructure accelerates.

Jensen Huang Signals Major Push Into South Korea AI Sector

Nvidia CEO Jensen Huang is strengthening the company's presence in South Korea through a series of high-profile meetings with Korean tech partners, marking a significant expansion of the chipmaker's AI ecosystem beyond traditional semiconductor partnerships. During a Korea Partner Night event at GTC Taipei 2026, Huang described South Korea as "a critical part of our ecosystem" and expressed strong interest in Nvidia's investment in South Korea, particularly in the robotics sector

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. The Nvidia chief told reporters he wants to "congratulate them, thank them, and also prepare for the second half of this year," adding that "it's going to be very busy and next year is going to be incredibly busy"

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Source: Korea Times

Source: Korea Times

AI Memory Chip Cooperation With Samsung and SK Hynix Takes Center Stage

The gathering in Taipei marked the first time Jensen Huang hosted a dedicated event specifically for Korean partners during his Taiwan visit, underscoring the strategic importance of AI memory chip cooperation

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. SK Hynix and Samsung have become increasingly vital suppliers in the AI race due to their roles in advanced memory technologies used in AI accelerators and data center infrastructure

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. Huang met separately with SK Group Chairman Chey Tae-won in Taipei to discuss future cooperation in artificial intelligence memory, with SK Group noting that the meeting provided an opportunity to reflect on achievements the two companies have made together and reaffirm their commitment to opening a new chapter in AI infrastructure

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Source: Korea Times

Source: Korea Times

Physical AI and Robotics Alliance With Nvidia Drives Stock Surge

Shares of South Korean robotics companies are experiencing sharp increases driven by anticipation over the robotics alliance with Nvidia and Huang's signals of deeper collaboration with local robotics players

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. LG Electronics has emerged as a standout performer, with shares soaring more than 300 percent this year, closing at 392,500 won compared to 91,400 won on the first trading day of the year

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. The company is accelerating its push into robotics through its logistics robot CLOi CarryBot and recently shared plans to develop a physical AI model based on Nvidia's GR00T platform

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. Hyundai Motor Group shares rose more than 140 percent during the same period, buoyed by investor attention on the Atlas humanoid robot developed by its subsidiary Boston Dynamics

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AI Technology Center in South Korea Under Discussion With Hyundai Motor

Nvidia, Hyundai Motor, and the South Korean government are in final talks over establishing an AI technology center in South Korea, with the Saemangeum reclamation project on the southwest coast emerging as the leading candidate site

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. The center would be similar to Nvidia's other R&D bases in locations such as Singapore and Taiwan, and is likely an extension of the memorandum of understanding signed by Hyundai Motor and Nvidia in October 2025, where Nvidia agreed to supply Hyundai with GPUs and jointly establish AI sites in South Korea

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. Huang is expected to meet Hyundai Motor Group Executive Chair Euisun Chung during his Seoul visit to discuss these plans further

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Gaming AI Partnership With NC Highlights Long-Standing Relationships

Among Korean gaming executives, NC CEO Kim Taek-jin is the only one on Huang's official meeting list, with the two scheduled to meet separately on Sunday to explore comprehensive technological cooperation in gaming and physical AI

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. Their bond dates back to 2008 when NC launched Aion, its blockbuster massively multiplayer online role-playing game, and the two companies formed a strategic marketing alliance releasing limited edition Aion GeForce 9800GT graphics cards. Industry officials noted that Huang places a premium on loyalty, maintaining deep connections with business leaders who supported Nvidia before it became a trillion-dollar AI juggernaut. NC AI recently joined a consortium with Hyundai Rotem to develop a physical AI-based integrated simulator and is currently leading the development of a "world model" that allows robots to learn physical understanding while co-developing intelligent robotics technology with Samsung SDS and POSCO DX

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Source: Korea Times

Source: Korea Times

What This Means for South Korea's Position in AI Infrastructure

Doosan Robotics reported share growth of more than 100 percent, with the industrial robot maker making efforts to expand into AI-powered humanoid robots. Last year, Doosan Group agreed to forge a physical AI partnership with Nvidia across the group's broad business areas including construction equipment, power generation equipment, and robotics. The affiliate is scheduled to launch its first industrial humanoid robot in 2028 using Nvidia's AI infrastructure. An industry official stated that "the rise of physical AI is reframing the position of Korean conglomerates from legacy manufacturing players to strong contenders in the emerging robotics industry," adding that "Huang's Seoul visit will underpin the momentum and help Korean tech firms speed up their expansion into the lucrative AI-driven robotics sector". Huang's scheduled meetings with leaders from LG Electronics, Naver, and other major conglomerates signal that discussions will move beyond AI semiconductors to include robotics and physical AI applications.

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