LG Group is in discussions with Nvidia about a partnership focused on "physical AI" — the application of artificial intelligence to robotics and real-world machines — and investors are taking notice.
According to Businesskorea, LG executives recently visited Nvidia's headquarters, a sign of how seriously the South Korean conglomerate is pursuing the relationship.
The news moved markets. According to Chosunbiz, LG shares surged as the Nvidia talks fueled a broader Korean push into AI and robotics. Maeil Business Newspaper (매일경제) similarly reported that LG Group stocks rallied on word of the physical AI partnership discussions with Nvidia.
Nvidia has become the central supplier of the chips and computing systems that power advanced AI, which is why a partnership signal from the company can ripple through a partner's stock price. "Physical AI" refers to the next frontier beyond chatbots and text generation: systems that perceive and act in the physical world, such as robots and autonomous machines — an area where both manufacturing scale and AI computing matter.
The sources here confirm three things: LG executives visited Nvidia, the two sides are discussing a physical AI tie-up, and LG-related stocks rallied on the reports. The specific terms, scope, timeline, and financial details of any partnership were not detailed in these items.
Why it matters: a deal would tie one of South Korea's largest industrial groups to the world's most important AI chipmaker, signaling that the race to build AI is moving from screens into factories, robots, and the physical world — and that investors are betting heavily on who leads it.