The first quarter of 2027 marks LG's entry into the bipedal humanoid race, featuring a robot co-developed with Nvidia. Announced on August 14, the agreement shifts focus from pure research to industrial commercialization of physical AI. The system's core is the Jetson Thor processor, paired with the open-source Isaac GR00T model for reasoning and control capabilities. The partnership extends beyond a single device: LG will integrate the Nvidia Halos platform to ensure advanced safety standards, a critical element for real-world operation.

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Infrastructure and industrial-scale production

The collaboration extends to building dedicated AI infrastructure. LG plans an 80 MW factory in Cheonan, South Korea, operational by 2028. Meanwhile, a reference site based on the Vera Rubin architecture will be set up in the first half of 2027. This holistic approach, combining robotic hardware and data centers, reflects LG's strategy to offer end-to-end solutions. The stock market reacted positively, with LG shares rising 5.54% to 120,000 Korean won.

The global physical AI context

LG's move fits into a rapidly evolving competitive landscape. As highlighted by Beijing hosts 2,056 humanoid robots: autonomy is mandatory, competition is shifting toward operational autonomy and real-world performance. While Chinese giants focus on low-cost mass production, LG and Nvidia choose deep integration between AI and high-end hardware. This alliance positions the South Korean group as a key player in the transition to physical automation, leveraging Nvidia's compute power to accelerate the shift from prototypes to commercial applications.