NVIDIA Corporation (NVDA.US) accelerates the layout of physical AI: deepening cooperation with modern cars, promoting Siasun Robot & Automation's industrialization into the substantial landing stage.

NVIDIA Corporation (NVDA.US) and Hyundai Motor have agreed to deepen their cooperation, transforming so-called physical artificial intelligence and Siasun Robot & Automation technology into real industrial products. Following a meeting in Seoul on Monday, NVIDIA Corporation CEO Huang Renxun and Hyundai Motor Executive Chairman Zheng Yixuan outlined the expanded vision for their collaboration in the field of artificial intelligence, covering mobile travel, manufacturing, and Siasun Robot & Automation technology. NVIDIA Corporation officially accepted Hyundai Motor's proposal to establish a data center in the Saemangeum region of South Korea, referring to it as Korea's "Artificial Intelligence Valley". This marks a significant step towards turning the grand vision spanning Siasun Robot & Automation manufacturing, AI computing infrastructure, and hydrogen industry into reality. The construction of the physical AI industrial chain During the meeting at Hyundai Motor Group headquarters in Seoul, Huang Renxun and Zheng Yixuan not only outlined the roadmap for upgrading their cooperation in the fields of mobile travel, manufacturing, and Siasun Robot & Automation, but also laid out a specific implementation path to take Siasun Robot & Automation technology "from the laboratory research to actual production on the factory floor". Industrializing Siasun Robot & Automation has always been a core pillar of the collaboration between the two companies. In January 2026, at the CES consumer electronics show, Boston Dynamics, a subsidiary of Hyundai, showcased the mass-produced version of the general humanoid Siasun Robot & Automation called Atlas, which has 56 degrees of freedom and can lift objects weighing up to 50 kilograms. This robot represents the highest level of industrial Siasun Robot & Automation globally. Boston Dynamics announced at the time that Atlas would be officially put into operation by 2026 at Hyundai Motor's Siasun Robot & Automation Metaplant Application Center (RMAC) and Alphabet Inc. Class C DeepMind. It is reported that Atlas will undertake a series of core manufacturing tasks such as component sorting and assembly line quality inspection. "Hyundai Motor is excellent in manufacturing, mobile travel, heavy industry, and large-scale production. No company is better positioned than Hyundai Motor to leverage these opportunities and create the future," Huang Renxun told the media. The two companies are already "very, very close" in advancing the industrialization of Siasun Robot & Automation. Huang Renxun's strategy of naming the new Saemangeum project "AI Valley" is strategic step by step. This special development area, located on the west coast of South Korea, is becoming the core of Hyundai Motor's $6 billion investment plan. According to publicly available information, Hyundai Motor plans to invest 90 trillion Korean won (about $59 billion) in Saemangeum to create a future industrial cluster that integrates artificial intelligence data centers, Siasun Robot & Automation manufacturing clusters, and hydrogen energy plants. Prior to this, it was revealed by sources cited by the Korean Economic Daily that Hyundai Motor, in collaboration with the South Korean government, is in the final stages of negotiations with NVIDIA Corporation to establish an AI research and development center, with Saemangeum leading in the site selection competition. During the meeting, Zheng Yixuan introduced Huang Renxun to Hyundai's new Saemangeum project, covering AI, Siasun Robot & Automation, and hydrogen technology, and proposed that NVIDIA Corporation join hands to develop AI, Siasun Robot & Automation, and data center systems. Huang Renxun joked, saying, "As long as there is 'delicious grilled pork belly,' I will invest." Zheng Yixuan pointed out that if NVIDIA Corporation formally joins the project, the two companies can create a "perfect AI ecosystem," including a joint data center. Prior to this, Huang Renxun was also invited to visit the newly renovated headquarters lobby of Hyundai Motor, designed as a "Physical AI Testbed," where various Siasun Robot & Automation models are conducting security patrols, goods deliveries, and even watering tasks. From the high-tech interior of this building to the large-scale production capacity cluster in Saemangeum, Hyundai Motor is creating a broad and scalable model for NVIDIA Corporation's "physical AI" strategy. The Saemangeum project is not just an empty slogan. According to an agreement signed in February between Hyundai Motor Group and the South Korean government, this investment of approximately 90 trillion Korean won covers multiple cutting-edge technology areas: artificial intelligence data centers, Siasun Robot & Automation manufacturing plants, hydrogen energy production and application facilities. The goal of this project is clear and ambitiousto develop Saemangeum into South Korea's global hub for "physical AI" technology innovation and manufacturing. As the technology progresses from the laboratory to large-scale application, Hyundai Motor announced in October 2025 that it plans to purchase up to 50,000 NVIDIA Corporation AI chips to build AI factories, enhance onboard intelligence, develop autonomous driving, smart manufacturing, and Siasun Robot & Automation research capabilities. The pace of capacity release and the accompanying industrial effects are worth noting. If the Saemangeum AI research center is successfully established, construction is expected to commence in the second half of 2026, with operations beginning in 2027. At that time, the supply of NVIDIA Corporation's automotive-grade chips in South Korea is expected to increase significantly, impacting not only Hyundai Motor's technological advancement but also leading to the entry of a large number of South Korean Tier 2 component suppliers into the global AI industry chain. NVIDIA Corporation has also officially begun large-scale recruitment for its South Korea research center, focusing on physical AI, industrial Siasun Robot & Automation, digital twins, and smart hardware in frontier areas. Industry observers point out that NVIDIA Corporation's choice of Saemangeum over the outskirts of Seoul as the site for its research center reflects two strategic intents: first, unlike Tesla, Inc.'s Optimus layout in North America, NVIDIA Corporation's alliance needs to rely on Hyundai Motor's manufacturing infrastructure and global Siasun Robot & Automation ecosystem to create a "Siasun Robot & Automation foundry" base covering Asia and the global supply chain. Second, by deeply integrating with South Korean technology giants such as Hyundai Motor and LG Electronics, it is positioning itself ahead of Tesla, Inc. in the global physical AI competition. The year of mass production: the industrial outbreak of humanoid Siasun Robot & Automation in 2026 The cooperation between Hyundai and NVIDIA Corporation is not the only "Siasun Robot & Automation catalyst" in the capital market. It is just a microcosm of the tidal wave in 2026 viewed as the "year of mass production" of humanoid Siasun Robot & Automation. The latest data from IDC shows that the global shipment of humanoid Siasun Robot & Automation in 2026 is expected to exceed 50,000 units, an increase of 178% compared to the previous year. Following the initial breakthrough of 12,000 units in 2025, the industry has entered a true phase of scaling up. With the traction of operating control delay of less than 50 milliseconds, operating accuracy exceeding 0.02 millimeters, and multiple iterations of agile hand technology solutions, humanoid Siasun Robot & Automation has evolved from being "able to walk" to becoming a productivity platform that is "ready to be used". In the United States, the Optimus Gen-3 from Tesla, Inc. began mass production at the Fremont factory in the second quarter of this year, with the original Model S/X production line fully converted to Siasun Robot & Automation. The design annual capacity is expected to reach one million units. Looking ahead to 2027 and 2028, annual shipments of humanoid Siasun Robot & Automation are expected to increase to hundreds of thousands or even millions of units, and automotive manufacturing, 3C electronics, and power inspections will become the fastest-growing "essential demand" application scenarios. Huang Renxun predicts that this transformation will unlock "trillions of dollars in economic opportunities". What makes Hyundai Motor unique in this competition is its three parallel advantages: leveraging Boston Dynamics to acquire top-notch global humanoid Siasun Robot & Automation manufacturing capabilities (Atlas scheme), becoming the "application scene" core of the Siasun Robot & Automation industry through its vast global automotive manufacturing system (component assembly, vehicle assembly line), and gaining fundamental chip support for physical AI through deep integration with NVIDIA Corporation. This "iron triangle" model of "manufacturing assets + AI computing power + application scenarios", is currently almost impossible to replicate among global automakers. In contrast, the core advantage of Tesla, Inc.'s Optimus lies in extreme vertical integration, with all computing brains, neural network architectures, and key actuators being developed in-house. The Hyundai-NVIDIA Corporation alliance brings together multiple frontline car manufacturers such as Hyundai Motor (Boston Dynamics) and BMW to develop diverse forms of Siasun Robot & Automation for different application scenarios and accelerate industrial deployment. The question of which model will eventually dominate the physical AI market in the coming years will depend on the speed of large-scale mass production cost reduction and the richness of application ecosystems. The era of physical AI opens: the growth engine of trillion-dollar level markets If the core of the AI wave in the past two years was "cloud computing power" and "competition based on large model parameters", the strongest signal released by Huang Renxun's visit to South Korea is the formal shift of the industry focus towards "physical AI"deep integration of AI technology with physical hardware, industrial scenarios, and end devices. Physical AI is breaking down the barriers between AI and physical manufacturing, allowing decision-making capabilities driven by large models to "grow limbs" and perform tasks. Intelligent manufacturing, automotive assembly, hazardous environment operations, and even home services will constitute a huge market that far surpasses traditional data center investment scales. Several industry reports, including those from Huayuan Securities, point out that the physical AI industry is poised to open up a new trillion-dollar market. Several strategists believe that the physical AI racetrack is entering an industrial validation period of "transitioning from concepts to capacity investments", and investors need to shift their focus from pure AI chip narratives to hardware-related benefiting stages such as complete Siasun Robot & Automation systems, intelligent sensors, edge computing modules, etc.