잠실 야구장의 치맥 회동, 두산과 엔비디아가 그리는 '피지컬 AI'의 미래 > K-wave Trends

The core of this collaboration lies in transplanting Doosan's manufacturing capabilities into the "DSX Platform," a next-generation "AI Factory" architecture proposed by NVIDIA. NVIDIA aims to build an AI factory environment that integrates computing networks, storage, and power supply, and solving the massive power demand generated therein is of paramount importance. Consequently, energy solutions such as Doosan Enerbility’s gas turbines and Small Modular Reactors (SMRs), as well as Doosan Fuel Cell’s hydrogen fuel cells, are expected to serve as the key power sources optimized for NVIDIA's AI data center infrastructure. Moving beyond a simple supplier relationship, the two companies plan to lay the foundation for AI infrastructure by building an intelligent energy management system that intelligently optimizes power generation facilities and efficiently distributes low-carbon power.

In the field of robotics, Doosan Robotics is accelerating the implementation of an "Agentic Robot Operating System" by adopting NVIDIA's sophisticated simulation and control technologies. While traditional robots only repeated pre-programmed movements, they will now gain autonomy to perceive and judge their work environments themselves by utilizing NVIDIA's Isaac Sim, Isaac Lab, and Cosmos world models. This is expected to dramatically increase productivity in industrial settings that require high-level skills, such as sorting items on pallets or precision sanding, by enabling robots to predict situations and perform optimal actions on their own. This will elevate the intelligence level of industrial robots and serve as a catalyst for fundamentally changing the labor environment in manufacturing.

NVIDIA's Physical AI technology will also be applied to the construction, agriculture, and logistics equipment sectors held by Doosan Bobcat, accelerating autonomous work processes. The "World Model" technology, which implements the specific work environments of industrial sites into a virtual space, helps equipment learn complex and unpredictable site conditions in advance and respond flexibly to unexpected situations. Doosan's core strategy is to preempt the technical standards in the compact autonomous equipment market and build an autonomous industrial machinery ecosystem that maximizes work efficiency and safety while minimizing human intervention. This technological leap will become a powerful competitive advantage for Doosan in the global construction machinery market.

Collaboration in the advanced electronic materials sector plays a pivotal role in ensuring the hardware stability of AI data centers. Doosan Corporation Electro-Materials BG produces Copper Clad Laminates (CCL), a core material that helps AI accelerators run without errors, and is strengthening its supply chain in line with the expansion of AI infrastructure, such as NVIDIA's next-generation MGX platform. As demand for high-performance CCL surges due to the proliferation of AI data centers, Doosan has taken preemptive measures, such as building a new production base in Thailand with the goal of mass production by 2028. This will be a direct growth engine for Doosan's materials division as NVIDIA's AI ecosystem expands, proving that the combination of the two companies is more than just a software partnership—it is a robust supply chain alliance.

This meeting was one of the most notable business events during Jensen Huang's visit to Korea, symbolically showcasing the blueprint for the AI era that both companies aim for. The "Doosan-il-du" sculpture presented by Chairman Park to Jensen Huang embodies the corporate spirit of "accumulating one mal (a unit of measure) at a time to grow as large as a mountain," suggesting that the partnership is not a one-time event but one aimed at long-term growth. Furthermore, Jensen Huang's high praise for Korea as a world-class manufacturing hub and his emphasis on new growth through Physical AI raise expectations for the role Korean companies will play in the global AI infrastructure market. Through this collaboration, Doosan has found an opportunity to leap forward as a comprehensive AI-based manufacturing solution company encompassing robots, energy, and materials.