Nvidia (NVDA) recently forecast at least $1 trillion in purchase orders for its AI systems. Now, the chip design giant is chasing partnership opportunities in physical AI and robotics in South Korea.
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Trade NVDA with leverageNvidia Doubles Down on Physical AI
According to Seoul Economic Daily, Madison Huang, Nvidia’s senior director of product marketing for Robotics and the 3D industrial application platform Omniverse, is engaging in discussions with home appliances giant LG Electronics and robot maker Doosan Robotics for possible integration of the company’s AI and robotic systems with their platforms. The talks also reportedly cover mobility cooperation.
LG Electronics is the world’s largest home appliance maker that is chasing an AI strategy to expand its lineup into robotics. At the recent Consumer Electronics Show 2026 trade show, it presented LG CLOiD, an AI-powered home robot designed to handle domestic chores such as cooking and laundry.
On the other hand, Doosan Robotics specializes in making collaborative robots, which are machines designed to safely work alongside humans. Its product lineup includes robots designed for the food and beverage industry and for tasks such as safe heavy load handling and palletizing — the latter describes the processing of stacking and arranging boxes and other items onto pallets for storage or shipping.
Nvidia and LG Electronics are likely to discuss the integration of the LG CLOiD with the chipmaker’s Isaac robotics development platform.
‘Huge Growth Opportunities Beyond Data Centers’
Huang is also believed to have met with top executives from memory chipmakers Samsung Electronics (SSNLF) and SK Hynix (HXSCL) to also discuss a physical AI and robotics collaboration.
The moves by Nvidia come as Argus Research analyst Jim Kelleher has flagged physical AI, including automotive and robotics, as areas where the company has “huge growth opportunities beyond data centers.”
Is NVDA a Good Buy Right Now?
On Wall Street, analysts continue to maintain their Strong Buy consensus rating on Nvidia’s shares. This is based on 40 Buys, one Hold, and one Sell issued over the past three months.
In addition, the average NVDA price target of $274.38 suggests roughly 29% upside in the months ahead.
