NVIDIA CEO Jensen Huang has delivered striking messages aimed at South Korea.
On June 2, Huang spoke with South Korean reporters during the Korea Partner Night event at the NVIDIA annual technology exhibition, GTC Taipei 2026, held at the Taipei Music Center in Taiwan.
Huang stated, "If South Korea wants, we can hold NVIDIA's flagship event, GTC, in Korea," while also specifically mentioning robotics as a potential area for future investment in the country.
Industry experts interpret this not merely as a friendly gesture but as a signal that NVIDIA views South Korea as a key hub for the AI semiconductor and robotics ecosystem.
"Huang: GTC Could Be Held in South Korea If Desired"
GTC is the largest AI and semiconductor technology event hosted by NVIDIA, showcasing the latest AI chips, data centers, robotics, autonomous driving, and AI agent technology roadmaps. It is often referred to as the "WWDC of the AI industry."
If GTC is indeed held in South Korea, it would symbolize the country's recognition as a central player in NVIDIA's global AI strategy, beyond just attracting a conference.
Currently, GTC events are primarily held in the United States and Taiwan, with opportunities largely limited to countries that are key players in the AI supply chain.
"Investment in South Korea Always Under Review, Focus on Robotics"
Huang's comments regarding investment drew particular attention.
When asked about NVIDIA's investment plans in South Korea, Huang replied, "Investments in South Korea are always under consideration," noting that the country has excellent infrastructure and outstanding companies. He specifically identified robotics as a promising area for collaboration.
He emphasized, "Robotics is a very important industry for South Korea," expressing hope that NVIDIA can contribute to the development of the country's robotics sector.
Huang also highlighted South Korea's declining workforce issue, explaining that AI and robotics could maximize the country's economic potential.
"Next Frontier: Physical AI"
Market analysts believe Huang's remarks about robotics are linked to NVIDIA's emphasis on its "Physical AI" strategy.
Physical AI refers to technology where AI interacts directly with real-world machines, robots, factories, and logistics systems.
During his visit to South Korea, Huang is expected to hold a private roundtable with local robotics startups and researchers, discussing ways to expand collaboration with companies utilizing NVIDIA's robotics platform.
Potential Benefits for South Korean Companies?
Following Huang's comments on robotics, South Korean robotics stocks have shown strong performance. Companies like Doosan Robotics and Robostar have experienced significant surges.
Additionally, there are expectations that as NVIDIA's interest in robotics expands, companies such as LG Electronics, Hyundai Motor Group, and Naver could benefit in their AI and robotics ventures. However, these are industry forecasts, and no specific investment or collaboration plans have been officially announced.
Meanwhile, Huang is scheduled to meet with prominent business leaders in South Korea this week, including Chey Tae-won, chairman of SK Group; Koo Kwang-mo, chairman of LG Group; and Lee Hae-jin, chairman of Naver's board.
* This article has been translated by AI.
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