Jensen Huang Pushes Robotics as Korea's Next Trillion-Dollar AI Opportunity

Nvidia CEO Jensen Huang is on a high-profile charm offensive in South Korea, highlighting the country's expanding role in AI supply chains and hinting that robotics could become its next major growth engine. The four-day visit, Huang's second to Seoul in seven months, has sparked celebrity-level attention with a tracking website drawing over 90,000 views. While Korean chip stocks slipped Friday on Broadcom's weak earnings, semiconductor exports surged nearly 170% in May and the Kospi nearly doubled year-to-date. Analysts see expanded opportunities for Nvidia's ecosystem beyond data centers, supporting a bullish stance on NVDA while noting risks if robotics adoption lags.