LG, NVIDIA Expand AI Collaboration with Humanoid Robot Unveiling - 조선일보

LG and NVIDIA have deepened their collaboration in 2026, planning to unveil a bipedal humanoid robot in early 2027 equipped with NVIDIA's Jetson Thor high-performance embedded computing module. This e... Read original →

The deepening alliance between LG and NVIDIA signals a rapid shift toward Physical AI, with Jetson Thor chips enabling humanoid robots to move from concept to production, driving demand for upstream semiconductor and AI training platforms. NVIDIA’s PhysicalWorks and Drive Hyperion will revolutionize manufacturing data cycles, accelerating AI factory development. However, geopolitical tensions, especially amid tightening chip export controls, pose supply chain risks. Competitors like Apple, Toyota, and NVIDIA itself are also advancing similar strategies; LG must balance innovation and cost efficiency to avoid marginalization. Over the next 12–24 months, AI factories will become the new battleground for global manufacturing dominance, with LG’s 80MW facility serving as a critical test of its technological ambition.