Machine Body: Jensen Huang Designates South Korea as Global Robotics Factory

The head of NVIDIA continues to structure the global division of labor in the AI industry. On June 5, 2026, Jensen Huang stated that robotics would be the next fundamental sector for South Korea, announcing expanded partnerships with chaebols: Hyundai, LG, SK Hynix, Samsung, and Naver.

This strategic decree clearly positions Seoul's role. If Taiwan (TSMC) is the printing press for tensor cores, then South Korea is destined to become the assembly plant for the physical embodiment of AI (Embodied AI). Agent intelligence requires a shell: autonomous cars, warehouse drones, and humanoid robot assistants. The concentration of Samsung's and LG's manufacturing capabilities, coupled with Hyundai's heavy engineering, makes Korea the ideal candidate for scaling the "iron muscles" of neural networks. The industry has moved past the stage of generating text and images; capital has rushed into the physical world, where NVIDIA plans to profit from selling software and chips for millions of autonomous robots.

Source: Nvidia / Reuters / Yonhap