Korea’s robotics alliance with Nvidia boosts major tech firms

Shares of Korea's major robotics business operators are sharply increasing, driven by mounting anticipation over Nvidia CEO Jensen Huang's planned Seoul visit and his repeated signals of interest in deepening collaboration with the local robotics players. On Monday, the Nvidia chief expressed optimism for possible investment in Korea’s robotics sector during the Korea Partner Night event at GTC Taipei 2026. The remarks have resonated strongly with investors ahead of his scheduled visit to Seoul, slated for Thursday. His well-documented enthusiasm for physical artificial intelligence (AI) — the integration of machine intelligence and real-world robotic systems — has also helped frame Korean industrial heavyweights as potential frontline beneficiaries of the next wave of AI-driven automation. Large-cap robotics stocks, such as LG Electronics, Hyundai Motor and Doosan Robotics, are also on a sharp rally on the growing expectation of the robotics industry. LG Electronics is the standout performer, with its shares soaring more than 300 percent this year. The stock closed at 392,500 won