NVIDIA partners with LG and Doosan on AI factories

NVIDIA announced partnerships with LG Group and Doosan Group on June 8 to build AI factories and to integrate NVIDIA GPUs, robotics frameworks and power and materials solutions for humanoid and industrial robots. NVDA shares opened about 2% higher that day.

Under the LG agreement, companies across LG will use the NVIDIA DSX platform to create an AI factory for training, simulation, validation and deployment of AI applications. LG Electronics is developing home robots such as CLoiD using NVIDIA tools including Isaac Sim, Isaac Lab and the Isaac GR00T reasoning model. LG Innotek will supply sensing components optimized for NVIDIA GPU architecture. LG CNS plans to add NVIDIA robotics frameworks to its PhysicalWorks platform for factory and logistics automation.

LG Uplus will build a large-scale AI data center capable of running current NVIDIA GPUs, and LG Energy Solution will work on 800-volt direct-current power systems for data centers. NVIDIA and LG AI Research said they will collaborate on EXAONE, described as a Korean sovereign AI model, using Blackwell GPUs with the NeMo framework and Nemotron open datasets for enterprise AI deployment.

Doosan Group’s agreement covers robotics, power systems and materials across multiple Doosan businesses. Doosan Robotics will integrate Isaac Sim, Isaac Lab, Cosmos world models, the Newton physics engine and Jetson Thor modules into its Agentic Robot OS as it expands from robot arms to full-stack robotics solutions. Reference applications include depalletizing, sanding and new robot form factors such as dual-arm and humanoid platforms.

Doosan Bobcat will incorporate NVIDIA technologies into construction, agriculture and landscaping equipment to accelerate development of autonomous outdoor machines. Doosan Enerbility is evaluating power options for AI factories, including gas and steam turbines, small modular reactors and hydrogen fuel cells. Doosan Corporation Electro-Materials BG will supply high-performance copper-clad laminate for printed circuit boards used in networking gear, AI accelerators and server motherboards compatible with NVIDIA’s MGX ecosystem.

During a visit to Korea, Jensen Huang confirmed the partnerships and noted work on motor technology and mechanical systems: “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 described the deals as combining its full-stack AI software and GPU hardware with the industrial capabilities of LG and Doosan to support simulation, offline training and on-device inference, and to supply sensors, mechanics, power and materials needed to deploy robots and AI hardware at scale. NVIDIA has offered simulation and developer toolkits for robotics in recent years.