Huang met with major South Korean companies, including SK, LG, Hyundai Motor, and Doosan, to discuss AI collaboration strategies. In the morning, he met with Chey Tae-won, Chairman of SK Group, at SK's headquarters, followed by a meeting with Kwon Bong-seok, Chairman of LG Group, at LG Twin Towers in Yeouido. In the afternoon, he visited Hyundai Motor Group's office in Yangjae to meet with Chairman Chung Eui-sun, and the day before, he expanded discussions with Park Jung-won, Chairman of Doosan Group, at Jamsil Baseball Stadium.
SK and NVIDIA agreed to expand their collaboration centered on high-bandwidth memory (HBM) as part of the next-generation AI factory infrastructure. SK Hynix will work with NVIDIA to co-develop next-generation memory for AI factories and collaborate on memory development for the Vera Rubin AI supercomputer, Vera CPU, RTX Spark PC, and Jetson Thor robotic computing platform.
Huang stated, "AI factories are the engine of the next industrial revolution, and advanced memory is key to their performance. We will jointly develop next-generation memory for AI factories and support the acceleration of infrastructure expansion from frontier model training to agentic AI and physical AI."
NVIDIA and LG will strengthen their collaboration in robotics, AI infrastructure, and autonomous manufacturing. LG Electronics plans to develop humanoid and logistics robots based on NVIDIA's robotics platform, Isaac Groot. LG Innotek will focus on developing sensing modules and optical components for robots, while LG CNS will integrate NVIDIA technology into its industrial robot platform, PhysicalWorks.
The two companies will work together to create a physical AI ecosystem, including AI model development, robot training and operation, and digital twin construction. Huang noted, "Through NVIDIA's digital twin supercomputing matrix and physical AI platform, LG will be able to expand beyond homes and vehicles into factories and AI infrastructure."
With Hyundai Motor Group, discussions focused on collaboration in autonomous driving and robotics related to physical AI. Chairman Chung reportedly explained the Saemangeum project to Huang and proposed participation in AI and data center initiatives. Hyundai is considering developing the Saemangeum area as a future industrial hub combining AI, data centers, and eco-friendly energy infrastructure.
Huang toured Hyundai's Yangjae office, where he viewed the hydrogen fuel cell vehicle Nexo, an automated hydrogen charging robot, purpose-built vehicles (PBV) PV5, and Boston Dynamics' four-legged robot, Spot.
With Doosan, the potential for collaboration in enhancing AI factory infrastructure and robotics was highlighted. Huang met with Park Jung-won at Jamsil Baseball Stadium the previous day to discuss linking Doosan's key businesses, such as energy, electronic materials, and collaborative robots, with NVIDIA's AI platform.
Industry analysts suggest that Huang's visit signals a shift in collaboration between NVIDIA and South Korean companies from memory supply chains to AI factories, robotics, autonomous driving, and smart manufacturing. This direct engagement by NVIDIA with major South Korean manufacturers indicates a strategic pivot towards data centers and real-world industrial applications following the growth of AI semiconductors.
* This article has been translated by AI.
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