LG Group Chairman Koo Kwang-mo and Nvidia CEO Jensen Huang signed a memorandum of understanding on August 13 at Nvidia's headquarters in Santa Clara, California, formalizing a strategic partnership across humanoid robotics, AI factory infrastructure, and autonomous vehicle platforms8,9,11.
The agreement came approximately two months after the two executives first met at LG Twin Towers in Seoul in June7. LG and Nvidia have designated robotics, AI factories, and mobility as three pillars of cooperation and plan to establish a joint task force spanning research and development, field validation, and commercialization.
"LG and Nvidia are bringing together LG's leadership in product engineering and manufacturing with Nvidia's technology to accelerate a new era of robotics, AI factories and autonomous vehicles," Huang said.
Koo said the companies would "accelerate the spread of AI by establishing industry-leading reference projects".
The most developed element of the partnership is humanoid robotics. LG plans to unveil a bipedal humanoid robot in Q1 202710. The robot will run on Nvidia's Jetson Thor computing platform — rated at 2,070 TFLOPS — and use the Isaac GR00T open reasoning humanoid foundation model along with Nvidia's Halos for Robotics safety system5,13. On the hardware side, LG Electronics will supply actuators, LG Innotek will provide sensors, and LG Energy Solution will contribute battery technology.
Before the humanoid debut, LG will deploy its CLOiD wheel-based robot on a washing machine manufacturing line at its Tennessee plant later this year for field validation. LG introduced CLOiD at CES in January. The company plans to scale CLOiD to global production facilities and eventually to commercial spaces and homes.
LG and Nvidia will also build a robot data factory using LG CNS's PhysicalWorks platform to support robot data collection, synthetic data generation, training, and verification.
On AI factory infrastructure, LG plans to build a reference site based on Nvidia's Vera Rubin architecture in H1 2027. That site will use Nvidia's DSX platform for AI data center design combined with infrastructure from across LG's affiliate ecosystem. LG then plans to scale the reference into an 80-megawatt AI factory in Cheonan, South Chungcheong Province, by H1 2028. The facility will use prefabricated modular construction designed to cut building time by more than 20%. LG intends to use the Cheonan facility to train its own AI models and to offer turnkey solutions to third-party companies planning large-scale AI data centers.
LG Electronics secured 600 billion won (approximately $430 million) in orders for data center cooling solutions in H1 2026, and annual orders are expected to reach the trillion-won range this year15.
In mobility, LG will develop a next-generation AI-defined vehicle platform built on Nvidia's DRIVE Hyperion, integrating self-driving capabilities with LG's in-vehicle infotainment systems. The goal is to offer global automakers integrated solutions combining autonomous driving with in-cabin AI services.
Separately, LG Electronics head of robotics sales Bae Seok-hyeong said during a Q2 earnings call on July 30 that the company's newly established Robotics Business Center oversees the full robotics value chain, from supply-chain management to manufacturing and sales1. LG is also expanding cooperation with Chinese robotics corporations alongside its Nvidia partnership.
Shares of LG Electronics rose as much as 9% on August 14 before settling around 213,000 won, up 3.15% from the prior session.
ANALYSIS The partnership structure reflects a division of labor in which Nvidia supplies the AI software stack and compute architecture while LG mobilizes hardware and manufacturing capabilities across its chaebol affiliate network — a model that could serve as a template for how legacy industrial conglomerates enter the physical AI market.