Nvidia’s CEO, Jensen Huang, delivered a compelling speech at the COMPUTEX 2026 exhibition in Taipei, Taiwan. The market is abuzz with excitement over Huang’s upcoming visit to Seoul and his expressed interest in deepening collaboration with Korean robotics companies. During the Korea Partner Night event at GTC Taipei 2026, Huang hinted at potential investment in Korea’s robotics sector, sparking optimism among investors as he prepares for his scheduled visit to Seoul on Thursday.
Huang’s enthusiasm for physical artificial intelligence (AI), which combines machine intelligence with real-world robotic systems, has positioned Korean industry giants like LG Electronics, Hyundai Motor, and Doosan Robotics as potential beneficiaries of the advancing AI-driven automation era. The ripple effect is evident as shares of major robotics companies in Korea surge, reflecting investors’ growing confidence in the sector.
Leading the charge is LG Electronics, whose stock has skyrocketed by over 300 percent this year. With a strong focus on robotics, particularly through its logistics robot – CLOi CarryBot, LG Electronics is aligning itself with Nvidia’s GR00T humanoid reasoning platform to advance its physical AI capabilities. Hyundai Motor Group is also reaping the rewards of the robotics boom, with Hyundai Motor and Kia shares seeing significant increases, driven by the attention on the Atlas humanoid robot developed by Boston Dynamics, a Hyundai subsidiary.
Similarly, Doosan Robotics has experienced substantial growth, with shares climbing over 100 percent. The company is expanding into AI-powered humanoid robots and has entered into a strategic partnership with Nvidia to integrate physical AI across various business segments. With Nvidia’s senior director of product marketing, Madison Huang, visiting Doosan Robotics’ research facility, anticipation is high for potential business discussions during Jensen Huang’s visit to Seoul. Doosan Robotics plans to unveil its first industrial humanoid robot by 2028 utilizing Nvidia’s AI infrastructure.
The evolving landscape of physical AI is reshaping Korean conglomerates from traditional manufacturing players to formidable contenders in the burgeoning robotics industry. Jensen Huang’s visit to Seoul is expected to bolster this momentum and accelerate Korean tech firms’ foray into the lucrative AI-driven robotics sector.
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