Nvidia Partners with SK Group and LG Group on AI Factories, Chips, and Robotics in South Korea
The AMW Read
Incremental update: Nvidia expands existing South Korea partnerships; significant because it deepens platform lock-in across robotics and sovereign AI infrastructure.
Nvidia Partners with SK Group and LG Group on AI Factories, Chips, and Robotics in South Korea
Nvidia CEO Jensen Huang announced new partnerships with SK Group, LG Group, Naver, and Doosan Group during a visit to Seoul on June 7. The deals cover AI factory construction, next-generation memory co-development, robotics, autonomous driving, semiconductor design, and sovereign AI infrastructure. Financial terms were not disclosed.
The collaboration with LG centers on a co-developed AI factory to train, simulate, and deploy AI systems across LG's businesses, integrating Nvidia's Isaac Sim and Isaac Lab frameworks for robotics training. LG also plans to build a physical AI data center using Nvidia's Cosmos world foundation models, positioning itself as an infrastructure provider for other Korean and global companies working on robotics and industrial AI.
The partnerships deepen Nvidia's hyperscaler distribution moat in East Asia, linking its compute stack with major Korean conglomerates' manufacturing and chip capacity. By embedding its Isaac and Cosmos platforms into LG's industrial ecosystem, Nvidia extends its reach beyond GPU sales into full-stack physical AI infrastructure. This mirrors the acqui-licensing pattern seen in other regional expansions, where Nvidia ties long-term chip demand to platform dependency.
