실리콘밸리의 황제, 잠실 마운드에 오르다: 엔비디아와 두산이 그리는 ‘피지컬 AI’의 미래 > K-wave Trends

The meeting between Jensen Huang and Doosan Group Chairman Park Jeong-won at Jamsil suggests that the partnership between the two companies has moved beyond simple cooperation into the stage of joint development for future technologies. CEO Huang stood on the mound wearing a uniform with "1993," the year of NVIDIA’s founding, while Chairman Park wore one with "1896," the year of Doosan’s founding. This was not merely a performance for two executives to show off their friendship through baseball, but a demonstration of their intent to create new industrial standards by combining a manufacturing powerhouse with decades of history and a cutting-edge AI technologist. In particular, the "Doosan-il-du" (Doosan One Head) sculpture gifted by Chairman Park, which embodies the philosophy of growing as large as a mountain through steady accumulation, deepened the significance of the long-term technological companionship pursued by both sides.

The core of the future that the Doosan Group is painting with NVIDIA is innovation in the field of "Physical AI." Doosan Robotics has set an ambitious goal to accelerate the commercialization of intelligent robot solutions and industrial humanoids by incorporating NVIDIA’s advanced AI infrastructure and simulation technology. Since last year, the two companies have been working to combine the vast industrial data held by Doosan—such as construction machinery and power generation equipment—with NVIDIA’s models. This collaboration is leading to the development of an "Agentic Robot Operating System," where robots evolve from machines that simply perform set tasks into platforms that can perceive and judge complex industrial environments to execute optimal actions.

NVIDIA’s scope of cooperation is not limited to robotics; the role of Korean companies in the hardware supply chain is also decisive. The electronics division of the Doosan Group has established itself as a key partner by supplying high-performance Copper Clad Laminates (CCL), which are essential for NVIDIA’s AI accelerators. This is proof that Korea’s material technology supports the extreme precision and reliability required by NVIDIA, and it signifies that Korean companies are a vital pillar of the global AI data center supply chain. This combination of material innovation and robotic software is creating synergy by connecting Doosan’s traditional manufacturing competitiveness with NVIDIA’s AI "brain."

Jensen Huang’s visit to Korea was marked by wide-ranging activities that encompassed not only Doosan but also major domestic conglomerates and startups. Through private meetings with the heads of SK, LG, and Hyundai Motor Group, he reviewed semiconductor supply chains and discussed in-depth AI cooperation in future mobility and automotive electronics. In particular, by meeting with leading domestic game companies to discuss digital humans and game simulation technology, he revealed NVIDIA’s strategy to expand beyond being a simple GPU supplier into an infrastructure provider for the content and service industries. Furthermore, his visit to the Seoul National University AI Institute and meetings with startups highlight NVIDIA’s profound interest in Korea’s young technological ecosystem.

Meanwhile, Jensen Huang also appeared more approachable to the Korean public through unconventional, public-friendly activities, such as appearing on entertainment programs. This can be interpreted as a strategic move to break away from technological isolation, promote the importance of AI to the general public, and manage the corporate brand image in a friendly manner. However, behind these soft moves, practical groundwork was meticulously laid for securing national AI industrial competitiveness, including government-level cooperation discussions such as his meeting with the Minister of Science and ICT. This multifaceted approach makes it clear that NVIDIA perceives Korea not just as a business target, but as a key partner and testbed for the AI ecosystem.