Nvidia Expands South Korea AI Partnerships
Analysis based on 153 articles · First reported Jun 01, 2026 · Last updated Jun 11, 2026
The expanded partnerships between Nvidia and South Korean tech giants like SK Group, Naver, LG, and Hyundai Motor Company are expected to significantly boost the AI, semiconductor, and robotics industries. Nvidia's secure memory chip supply and increased AI infrastructure buildout will likely drive its stock price higher. South Korean companies involved will see enhanced capabilities and market positions in AI, potentially leading to increased revenue and stock appreciation, despite a recent broader tech stock rout. The focus on physical AI and sovereign AI initiatives also positions South Korea as a key global player in these emerging technologies.
Nvidia, led by CEO Jensen Huang, has significantly expanded its partnerships with major South Korean technology companies, including SK Group, Naver, LG, and Hyundai Motor Company. These collaborations aim to advance AI infrastructure, secure crucial memory chip supplies, and push into emerging fields like robotics and physical AI. SK Telecom plans to build a gigawatt-scale AI Cloud using Nvidia's DSX platform, with the first AI factory operational by 2027. SK Hynix has signed a multi-year technology partnership with Nvidia to co-develop next-generation memory for AI data centers. Naver will also build AI factories on the Nvidia DSX platform to expand its sovereign AI infrastructure. LG is deepening its strategic collaboration with Nvidia across physical AI, AI infrastructure, and mobility, involving its subsidiaries LG Electronics, LG Energy Solution, LG CNS, LG Uplus, LG Innotek, and IBM — IBM Research. Hyundai Motor Company will also deepen its partnership with Nvidia in autonomous mobility, robotics, and AI-powered manufacturing. These deals, announced during Huang's high-profile visit to South Korea, underscore the country's critical role in the global AI landscape and Nvidia's strategy to solidify its AI ecosystem.
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