LG, Nvidia chiefs pledge to cooperate on robots, AI data centers - The Korea Herald

LG Group and NVIDIA CEO Jensen Huang held talks in Seoul, committing to deepen cooperation in robotics, AI data centers, and mobility. This meeting follows a series of high-level gatherings in South K... Read original →

LG’s strategic entanglement with NVIDIA signals South Korea’s pivot from consumer electronics OEM to AI-native infrastructure builder. Technically, LG’s 800V power systems and liquid-cooled CDUs directly address Blackwell’s thermal wall, enabling a vertical stack from 3nm/EUV manufacturing to data center deployment. On compliance, the partnership skirts current U.S. AI chip export controls—but tighter U.S.-ROK coordination could sharply raise LG’s overseas capex. Samsung will likely accelerate its in-house AI ASICs and HBM4 roadmap, while TSMC may deepen CoWoS collaboration with SK hynix to counter Korean vertical integration. Within 18 months, this alliance could reposition South Korea as an AI hardware system exporter, yet overreliance on NVIDIA’s ecosystem risks long-term IP sovereignty.