NVIDIA Stock Jumps as LG and Doosan Deals Boost the AI Push

NVIDIA announced major partnerships with LG Group and Doosan Group to accelerate AI-driven businesses across robotics, mobility, and AI factory infrastructure.

These announcements boosted NVDA shares by 2% as markets opened on Monday, June 8.

What the NVIDIA and LG Deal Really Involves

An AI factory is a dedicated computing infrastructure built to train, simulate, validate, and deploy AI applications at scale. NVIDIA and LG Group will build one together to accelerate LG’s next wave of AI-powered businesses across global markets.

The scope is broad. The collaboration covers robotics, autonomous driving, data center technologies, and GPU cloud services, combining NVIDIA’s full-stack AI platform with LG’s leadership in consumer electronics, mobility, and smart spaces.

Jensen Huang confirmed the alliance during his visit to Korea, with a clear focus on Physical AI and humanoid robotics. LG Electronics is developing home robots like CLoiD using NVIDIA Isaac Sim, Isaac Lab, and the Isaac GR00T reasoning model.

“We are ⁠working with them in motor technology, as well as mechanical systems, so that we can bring together humanoid robotics and the ⁠future of robotics,” NVIDIA CEO Jensen Huang said.

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📣 LG Group and NVIDIA are building an AI factory based on the NVIDIA DSX platform. The AI factory will provide LG Group with accelerated computing infrastructure to train, simulate, validate and deploy AI-based applications across robotics, autonomous driving, data center… pic.twitter.com/MAzAD28Dc0

— NVIDIA AI Infrastructure (@NVIDIAAIInfra) June 8, 2026

LG Innotek will provide advanced sensing solutions optimized for NVIDIA GPU architecture. LG CNS will integrate NVIDIA robotics frameworks into its PhysicalWorks platform for industrial automation across factories, logistics centers, and warehouses worldwide.

Infrastructure is another pillar. LG Uplus will build a large-scale AI data center capable of running the latest NVIDIA GPUs, while LG Energy Solution will collaborate on emerging 800-volt direct-current data center energy systems.

NVIDIA and LG AI Research are also working on EXAONE, one of Korea’s leading sovereign AI models. The work uses Blackwell GPUs, the NeMo framework, and Nemotron open datasets to support enterprise AI deployment across Korea’s largest companies.

How Doosan Group Joins NVIDIA’s AI Push

Doosan Group’s collaboration with NVIDIA covers Physical AI, robotics, and AI factory infrastructure. The agreement spans Doosan Robotics, Doosan Bobcat, Doosan Enerbility, and Doosan Corporation Electro-Materials BG across multiple complementary verticals.

Doosan Robotics is integrating NVIDIA Isaac Sim, Isaac Lab, Cosmos world models, Newton physics engine, and Jetson Thor into its Agentic Robot OS. The aim is to evolve from a robot arm provider into a full-stack AI-first robotics solution company.

Today, NVIDIA and Doosan Group announced a collaboration to advance physical AI and AI factory infrastructure.Our companies will explore robotics, AI factory power solutions and advanced electronics materials for next-generation data center systems.Read more:… pic.twitter.com/RcArpCf2Rs

— NVIDIA Newsroom (@nvidianewsroom) June 8, 2026

Reference use cases include depalletizing, sanding, and new robot form factors like dual-arm and humanoid platforms. Doosan Bobcat will integrate NVIDIA technologies into construction, agriculture, and landscaping equipment. This will accelerate the development of autonomous machines across multiple complex outdoor industrial environments.

Doosan Enerbility is exploring power solutions for NVIDIA AI factories. The portfolio includes gas turbines, steam turbines, small modular reactors, and hydrogen fuel-cell systems. These elements are critical for the growing power demands of accelerated computing infrastructure.

Meanwhile, Doosan Corporation Electro-Materials BG provides high-performance copper-clad laminate, a foundational material for printed circuit boards.

These advanced materials support the NVIDIA MGX ecosystem, ensuring signal integrity across networking equipment, AI accelerators, and modern AI server motherboards.

The market reaction was immediate. NVDA stock opened 2% higher, reflecting investor confidence in NVIDIA’s expanding industrial AI footprint across robotics, energy, and advanced electronics manufacturing.

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