Nvidia CEO: South Korea to Become Major Robotics Sector
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: seekingalpha
- Robotics Sector Potential: Nvidia CEO Jensen Huang stated that South Korea will become the next major robotics sector, emphasizing the country's role as a global manufacturing hub, with future semiconductor manufacturing increasingly reliant on robotics and AI technology, thus providing significant opportunities for Nvidia to partner with local semiconductor firms.
- Strategic Collaboration Plans: After arriving in South Korea, Huang revealed meetings scheduled with Hyundai Motor, LG, SK Hynix, and Samsung Electronics, indicating Nvidia's intent to further its business development in Korea through collaboration with these leading global memory chip manufacturers.
- Clear Investment Intent: Huang noted South Korea's exceptional capabilities in robotics, mechatronics, and AI, expressing Nvidia's plans to invest in these areas, highlighting the company's commitment to the Korean market and optimism about future growth potential.
- R&D Center Development: Nvidia has begun hiring for its R&D center in Korea, with Huang stating that a site will be established once sufficient personnel are in place, which will not only enhance Nvidia's technical capabilities in Korea but also foster closer collaboration with local suppliers.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy NVDA?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 214.750
Low
200.00
Averages
264.97
High
352.00
Current: 214.750
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Outstanding Quarterly Performance: Nvidia's latest quarterly report reveals exceptional performance, driving the stock price to new highs on the afternoon of May 28, 2026, reflecting strong market demand and profitability.
- AI Wealth Potential: The rapid advancement of artificial intelligence has sparked discussions about the world's first trillionaire, indicating the expanding economic impact and investment opportunities within the AI sector.
- Investment Recommendation Shift: Despite Nvidia's strong performance, the Motley Fool Stock Advisor analyst team noted that Nvidia was not included in the current list of the top 10 recommended stocks, advising investors to exercise caution in their selections.
- Historical Return Comparison: According to Motley Fool data, previously recommended stocks like Netflix and Nvidia achieved returns of 439,632% and 1,316,532% respectively, demonstrating the effectiveness of their recommendation strategy and the market's potential.
See More
- Acquisition Confirmation: Nvidia has confirmed its acquisition of AI model maker Kumo AI for over $400 million, as stated by an executive on LinkedIn, indicating the company's strategic expansion in the AI sector.
- Founder Transition: Kumo AI founders Vanja Josifovski, Jure Leskovec, and Hema Raghavan have updated their LinkedIn profiles to reflect their new roles at Nvidia, suggesting a potential boost in AI technology development within the company.
- Product Launch: Kumo AI released its latest model, KumoRFM-2, in April, showcasing the startup's ongoing innovation in AI model development, which could enhance Nvidia's competitive edge in the market.
- Stock Price Reaction: Despite the acquisition news, Nvidia's shares fell by 1% on Thursday, indicating that the market's initial reaction to the deal may not be positive, as investors express concerns over potential integration risks.
See More
- Robotics Sector Potential: Nvidia CEO Jensen Huang stated that South Korea will become the next major robotics sector, emphasizing the country's role as a global manufacturing hub, with future semiconductor manufacturing increasingly reliant on robotics and AI technology, thus providing significant opportunities for Nvidia to partner with local semiconductor firms.
- Strategic Collaboration Plans: After arriving in South Korea, Huang revealed meetings scheduled with Hyundai Motor, LG, SK Hynix, and Samsung Electronics, indicating Nvidia's intent to further its business development in Korea through collaboration with these leading global memory chip manufacturers.
- Clear Investment Intent: Huang noted South Korea's exceptional capabilities in robotics, mechatronics, and AI, expressing Nvidia's plans to invest in these areas, highlighting the company's commitment to the Korean market and optimism about future growth potential.
- R&D Center Development: Nvidia has begun hiring for its R&D center in Korea, with Huang stating that a site will be established once sufficient personnel are in place, which will not only enhance Nvidia's technical capabilities in Korea but also foster closer collaboration with local suppliers.
See More
- Micron Stock Decline: Micron shares fell 3.3% in premarket trading on Friday, leading semiconductor stocks down for the second consecutive day, reflecting market concerns over Broadcom's disappointing outlook, which triggered a global selloff in chip stocks.
- Broadcom's Earnings Spark Selloff: Although Broadcom's second-quarter fiscal results exceeded revenue and profit expectations, its projected $16 billion in AI chip revenue for Q3 fell short of the $17.2 billion estimate, causing its stock to plummet 12.6% on Thursday, marking the steepest single-day decline since January 2025.
- Market Sentiment Shift: The selloff in chip stocks led to panic among retail investors, with sentiment for SOXX dropping to an extremely bearish zone (8/100) on Stocktwits, indicating significant investor anxiety about market prospects after recent gains driven by surging demand for AI accelerators.
- Other Chip Stocks Performance: Intel shares dropped 2.8%, while AMD and Nvidia fell 2.8% and 1.4% respectively, highlighting widespread weakness across the semiconductor sector, despite positive market reactions during the Computex trade conference earlier this week.
See More
- Significant Revenue Growth: Costco's total revenue for Q3 of fiscal 2026 increased by 11.6% year-over-year to $70.5 billion, demonstrating the company's strong resilience and appeal in a highly competitive retail market.
- Outstanding Same-Store Sales: The same-store sales rose by 9.8% in Q3, with a 6.6% increase when excluding gas prices and foreign exchange fluctuations, reflecting consumers' continued loyalty and high traffic to Costco.
- Robust Business Model: Costco leverages its scale to negotiate favorable terms with suppliers, maintaining a low-price strategy that further solidifies its competitive position in the retail sector, especially amid increasing economic uncertainties.
- Strong Investor Confidence: Despite challenges from inflation and economic slowdown, Costco has achieved a total return of 634% over the past decade, indicating high market recognition of its safety and stability, even as its P/E ratio stands at 48, making it a favored choice among investors.
See More
- Nvidia's Market Leadership: Nvidia solidifies its position as an AI infrastructure leader by integrating language processing units (LPUs) into its CUDA platform through the acquisition of Groq, enabling a full end-to-end server architecture that combines GPUs and LPUs, which is expected to drive sustained market share growth.
- AMD's Dual Trends: Although AMD has lagged behind Nvidia in LLM training, its chip design is better suited for inference workloads, and with over $100 billion in GPU purchase commitments, it is poised to benefit from rising demand for central processing units (CPUs), enhancing its competitive edge.
- Cerebras' Disruptive Potential: Cerebras has developed chips that handle inference workloads 15 times faster than average GPUs; despite the high cost of its CS-3 system, a reported $20 billion purchase commitment from OpenAI could propel its inference solution into the mainstream, positioning it to disrupt the market.
- Broadcom's Custom Chip Opportunity: As hyperscalers seek to develop custom AI chips, Broadcom's leadership in ASIC design allows it to assist in this transition, with forecasts indicating that its custom chip sales will exceed $100 billion by fiscal 2027, highlighting significant market growth potential.
See More











