Kwang-mo Koo, Chairman of LG Group, and Jensen Huang, CEO of NVIDIA (Chief Executive Officer), met again after about two months to complete an 'AI alliance.' Moving beyond strategic cooperation in robotics, AI factories, and mobility, they have entered the execution phase.
According to LG Group on the 17th, Koo (Chairman) and CEO Huang signed an MOU (Memorandum of Understanding) for 'strategic business cooperation' at NVIDIA's headquarters in Santa Clara, California, U.S., on the 13th (local time). This is a cooperative outcome following the meeting between the top executives of both companies held in June at Seoul Yeouido LG Twin Towers. The two companies aim to target the physical AI market with robotics, AI factories, and future mobility as their three core pillars.
The core of the cooperation lies in combining NVIDIA's AI technology with LG's capabilities in physical AI businesses that it possesses. The strategy is to consolidate the capabilities of each affiliate—ranging from actuators, sensors, and batteries held by LG Electronics, LG Innotek, LG Energy Solution, LG CNS, and LG Uplus, to data center cooling, power, design, and operations—into 'One LG' and enhance competitiveness by adding NVIDIA's technology.
Previously, Morgan Stanley also evaluated that LG's strength lies not in individual AI technologies but in the group-level 'physical AI stack.' The analysis suggests that as AI expands into the real world, the connectivity value between businesses can increase.
In the robotics field, LG is developing a next-generation bipedal humanoid robot with the goal of unveiling it in the first quarter of next year. It is based on NVIDIA's open-source humanoid foundation model 'Isaac Groove (GR00T).' This year, the 'LG CLOID' wheel-base robot will be deployed to the washing machine production line at the U.S. Tennessee factory for demonstration purposes.
In AI factories, a reference site will be built in the first half of next year applying and verifying LG's cooling, power, and IT technologies based on NVIDIA's Vera Rubin. By the first half of 2028, it is planned to expand and build at a scale of 80MW (megawatts) in Cheonan, South Chungcheong Province.
Additionally, by combining LG's vehicle infotainment (IVI) and software capabilities with NVIDIA's Hyperion platform, a next-generation AIDV (Artificial Intelligence Defined Vehicle) platform will be developed. The goal is to supply solutions that integrate autonomous driving functions and in-vehicle AI services to global original equipment manufacturer (OEM) customers.
Koo (Chairman) stated, "As the collaboration between our two companies gains momentum, the challenges we will face together in the fields of AI factories, physical AI, and mobility have become clear," while CEO Huang replied, "By combining LG's leadership in product engineering and manufacturing with NVIDIA's technology, we are accelerating a new era for robots, AI factories, and autonomous vehicles."
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