LG Group is expanding its collaboration with NVIDIA by integrating LG Electronics and LG Energy Solution into NVIDIA's next-generation artificial intelligence (AI) factory ecosystem. The company is also pursuing partnerships with Microsoft in the supply of AI data center infrastructure and physical AI.
According to industry sources on September 22, LG Electronics and LG Energy Solution's large-capacity cooling distribution units (CDUs) and battery energy storage systems (BESS) have been included in NVIDIA's 'DSX Ready' program. DSX Ready is a certification program that verifies whether products and solutions meet the technical requirements for NVIDIA's next-generation AI factories.
LG Electronics received approval for its 2.5 MW CDU. Previously, its 600 kW and 1 MW products also passed NVIDIA's standards, expanding its product range from small to large capacities. The CDU is a key liquid cooling device that supplies and recovers cooling water to dissipate heat generated by AI semiconductors.
LG Energy Solution has been selected as the only BESS partner among domestic battery manufacturers for NVIDIA's DSX Ready program, joining Tesla and Hitachi Energy as one of three partners. The approved product is the lithium iron phosphate (LFP) based 'JF2 AC Link,' which helps manage power loads by charging and discharging in response to rapid changes in power usage by AI servers.
The collaboration between NVIDIA and LG is expanding beyond a single electronics subsidiary to encompass the entire group. Last month, the two companies agreed to cooperate on robotics, AI factories, and mobility. This involves combining LG Electronics' cooling technology and LG Energy Solution's batteries with the design and operational capabilities of LG CNS and LG Uplus, integrated into NVIDIA's AI factory platform.
LG is also broadening its connections with global tech giants, which are actual demand sources for AI data centers. On September 21, Koo Kwang-mo, CEO of LG Corp, and Satya Nadella, CEO of Microsoft, attended a strategic partnership signing at Microsoft's headquarters in Redmond, Washington.
The two companies plan to explore business opportunities to supply LG's cooling, power, and information technology (IT) infrastructure in line with Microsoft's global AI data center expansion. In the short term, they will start with large-capacity cooling solutions, and in the long term, they aim to expand cooperation to include prefabricated data centers that can be assembled on-site.
Experts believe that the partnership with NVIDIA will serve as a crucial stepping stone for LG's expansion in the AI infrastructure business. An industry insider stated, "NVIDIA provides not only AI chips but also platforms and solutions, and LG has the business foundation to apply these in manufacturing and everyday spaces," suggesting that the scope of collaboration between the two companies could broaden further.
* This article has been translated by AI.
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