The AI landscape is accelerating its expansion from the digital world to the physical world. Recently, NVIDIA officially announced a strategic partnership with five major South Korean technology companies, aiming to jointly build an "AI factory," marking a further deepening of its layout in the field of Physical AI.

The five South Korean companies that have partnered with NVIDIA are SK Hynix, SK Telecom, Doosan Group, LG Group, and NAVER. This group covers core areas such as memory manufacturing, telecommunications services, energy infrastructure, robotics, and software development, and it also signals the formation of a cross-industry collaborative innovation network. This marks NVIDIA's second addition of AI investment and cooperation focus in the South Korean market, following its deepened collaboration with Samsung, SK Group, and Hyundai Motor in 2025.

According to NVIDIA, the so-called "AI factory" is a new type of production engine driven by electricity and producing data tokens. The core of the collaboration lies in building a Physical AI system—通俗来说, it means giving robots, autonomous vehicles, and various self-perceiving devices a "brain" capable of understanding the physical environment and accurately performing complex actions. To accelerate this process, NVIDIA recently launched the world's first full-modal Physical AI model, Cosmos 3, at the GTC conference in Taipei.

In terms of specific collaboration divisions, each party has demonstrated highly complementary industry advantages: As a core memory supplier, SK Hynix will focus on next-generation storage technology; SK Telecom plans to build a GW-level AI cloud infrastructure in South Korea using NVIDIA's DSX platform, with the first AI factory expected to be operational by 2027; Doosan Group will provide intelligent robot systems and power solutions for the factory; LG Group will work on building an independent manufacturing ecosystem; and NAVER will be responsible for the infrastructure setup of the AI factory.

Just before the agreement was reached, NVIDIA CEO Jensen Huang embarked on a four-day visit to South Korea on June 5. During his busy business schedule, he had in-depth exchanges with senior executives from SK Group, LG Group, and NAVER, even visiting a local Korean barbecue restaurant to strengthen relationships with partners.

As competition in the Physical AI sector enters deeper waters, NVIDIA has solidified its core position in the global AI ecosystem by deeply integrating upstream and downstream industries in the supply chain, and has outlined a clear blueprint for the commercialization of smart manufacturing in the future.