On June 8, 2026, Nvidia announced a series of major partnerships in South Korea, signaling a significant expansion of...

On June 8, 2026, Nvidia announced a series of major partnerships in South Korea, signaling a significant expansion of its AI infrastructure ecosystem. Key announcements include:

• LG Group: Nvidia and LG will build an AI factory to accelerate LG's AI-driven businesses in robotics, autonomous driving, and data centers. The collaboration integrates Nvidia's full-stack AI factory platform (Isaac Sim, Cosmos, GR00T) with LG's manufacturing and robotics expertise (Nvidia Blog; Digitimes; Chosun).

• SK Hynix: Nvidia and SK Hynix signed a multi-year pact to develop next-generation memory tailored for Nvidia's AI roadmap, including the upcoming Vera Rubin platform (Bloomberg; Digitimes).

• Naver: South Korean internet giant Naver will use Nvidia technology to build gigawatt-scale AI factories, meeting rising demand for AI services and physical AI (Reuters; Digitimes).

• SK Telecom: Nvidia and SK Telecom plan a gigawatt-scale AI cloud in Korea (Digitimes).

• Doosan: Expanded ties targeting robotics and AI factory infrastructure (Digitimes).

• Dassault Systèmes & QCT: Joint push on digital twins for AI factories (Digitimes).

Additionally, Nvidia dropped a dual-piece cooling architecture for the Vera Rubin platform (Digitimes). CEO Jensen Huang described the tech selloff as a buying opportunity (Bloomberg).

These announcements underscore massive sovereign AI investment in Korea, directly benefiting Nvidia's GPU and platform demand. Spillover beneficiaries include TSMC (chip manufacturing), SMCI and Dell (server assembly), and hyperscalers like Amazon, Microsoft, and Google (expanded AI compute ecosystem).