LG Executive Team's Visit to Nvidia Sparks Stock Surge, Physical AI Collaboration Makes Substantial Progress, LG Electronics and LG CNS Jump as Much as 14%

TradingKey - According to South Korean media reports, about 30 executives and business heads from LG Group will arrive today at Nvidia's ( NVDA) headquarters in Santa Clara, California, to hold in-depth consultations on cooperation in physical AI and robotics. The visit comes just two weeks after LG Chairman Koo Kwang-mo met with Nvidia CEO Jensen Huang in Seoul on June 8, signaling that both parties have transitioned from high-level strategic dialogue to the phase of substantive implementation.

South Korean stocks reacted positively after Monday's opening, with LG Electronics and LG CNS both surging over 14% at one point, and LG Corp. jumping about 7%. As of press time, LG Electronics was trading at 235,000 won, up 11.11%; LG CNS was at 92,000 won, up 7%; and LG Corp. was at 113,000 won, up 3.76%.

[Source: TradingView]

According to reports, the delegation consists of representatives from the group's core units, including LG CNS President Hyun Shin-gyoon, LG Electronics Chief Technology Officer Kim Byoung-hoon, Head of LG Sciencepark Jung Soo-heon, Head of LG Electronics' HS Research Center Lee Hyun-wook, LG Innotek Chief Technology Officer John Min, as well as researchers from the LG AI Research Institute and technical backbones from various subsidiaries. During the two-day visit, both sides plan to hold multiple rounds of technical meetings to discuss specific cooperative projects and assess commercial feasibility.

The collaboration focuses on physical AI. According to the plans announced on June 8, LG Electronics will leverage Nvidia's Isaac, GR00T, and Cosmos platforms to advance the development of humanoid and logistics robots. This will cover the entire pipeline from data collection and simulation training to model deployment, and will also involve participation in Nvidia's reference robot projects. In manufacturing, the two companies plan to merge LG's accumulated production line data with Nvidia's AI computing power and digital twin capabilities to jointly build autonomous manufacturing systems.

LG's trip aims to present a 'One LG' collaborative framework, integrating its electronics, components, IT services, and AI research divisions as a whole into Nvidia's technology ecosystem. In terms of division of labor, Nvidia will provide algorithms and computing infrastructure, while LG will contribute manufacturing scenarios and product engineering capabilities, creating a complementary synergy in the physical AI sector.

In recent years, LG Electronics has been expanding its B2B businesses, including automotive electronics and thermal management for AI data centers. Following these face-to-face executive consultations, the two sides are expected to roll out substantive collaborative arrangements in the near term. According to Yonhap News Agency, details of the first batch of projects are expected to be officially announced within the coming months.