잠실 마운드에 핀 AI 동맹: 젠슨 황과 두산이 그리는 ‘피지컬 AI’의 미래 > K-wave Trends

The core of this meeting lies in the strengthening ‘Physical AI’ alliance between NVIDIA and Doosan Group. Physical AI refers to a technology that allows digital artificial intelligence to be mounted on physical entities such as robots or industrial equipment to make autonomous decisions and operate in a real environment. Doosan has already established itself as a member of the core supply chain by supplying high-end copper clad laminate (CCL), which is essential for NVIDIA's next-generation AI accelerator, through Doosan Electronics BG. Building on this trust, the two companies are now expanding the scope of their cooperation into the broader battlefield of robotics and automation solutions. In particular, the fact that Jensen Hwang's eldest daughter, Madison Hwang, visited Doosan Robotics and completed practical technical discussions last April supports the fact that this meeting at the baseball stadium was not a coincidence but part of a carefully designed business roadmap.

CEO Jensen Huang's actions clearly demonstrate NVIDIA's strategic priorities for the Korean market. In a press briefing, he praised Korea as a key country that will lead the AI ​​revolution following the Internet revolution and the country that contributes the most to the global AI industry. This is not simply diplomatic rhetoric, but can be read as a determination to combine Korea's overwhelming manufacturing competitiveness, built up in the memory semiconductor field over the past 20 years, with AI infrastructure. Jensen Huang predicted that when Korea's manufacturing base meets NVIDIA's accelerated computing and physical AI platform, an explosive growth engine will occur in the field of intelligent robots and autonomous industrial equipment. In other words, NVIDIA chose Korea as the optimal partner to complete its AI ecosystem, not just as a supplier of parts.

The market's response was also very immediate and enthusiastic. When Jensen Huang's visit to Korea and public contact with Doosan executives became known, the stock prices of Doosan and Doosan Robotics showed exceptionally strong recovery despite strong market volatility. Investors expressed their expectations by focusing their funds on new growth themes such as robots and physical AI, even as profit-taking sales centered on large semiconductor stocks were pouring in. This is a result of investors' confidence that AI is now evolving beyond software into a practical productivity tool that automates actual factories and logistics sites. The fact that Jensen Huang's every word and every move changes the flow of the stock market proves the status of AI in the current global economy and the absolute influence of NVIDIA, which is at the center of it.

What is interesting is the friendly communication style that Jensen Huang showed during his visit to Korea. He shouted Korea from the mound and directly mentioned the word ‘chicken and beer’ on the field, revealing his deep affection for Korean culture. He even ordered BBQ chicken in the stands and shared it with Nvidia employees, showing off his simple side and showing off his image as a popular icon beyond the image of a rigid technology company. These actions went beyond simple performance and played a significant role in enhancing the brand image in the Korean market and strengthening emotional ties with local partners. Jensen Huang seems to understand better than anyone else that business cooperation ultimately begins with trust between people.

Meanwhile, this event also provided new impetus to Doosan Group's future vision. Chairman Park Jeong-won's personal greeting and meeting with Jensen Huang had the effect of announcing to the public at home and abroad how closely Doosan's robot business, energy, and advanced materials business are connected to Nvidia's ecosystem. The futuristic smart factory that will be realized by combining Doosan Robotics' collaborative robots with NVIDIA's AI platform is likely to become a standard in the global industry in the future. The two companies plan to use this meeting as an opportunity to further refine their technological cooperation, which will go beyond simply increasing Doosan's sales and become an important momentum to accelerate the digital transformation of the entire Korean manufacturing industry. Attention is being paid to how this small meeting that started at a sports stadium will change the landscape of the global robot industry in the future.