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Koo Gwang-mo’s ‘Speed Battle’, a new era in physical AI opened with NVIDIA

Written on: June 22, 2026 | Column by current affairs critic specializing in IT/media

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구광모의 ‘속도전’, 엔비디아와 함께 여는 피지컬 AI의 신기원
Introduction Introduction Card

Recently, the attention of the business world has been focused on LG Chairman Koo Kwang-mo's dining table and his subsequent violent actions. This is because beyond the simple daily routine of cutting pork belly scaffolding that has become a hot topic, behind it lies a meticulous management strategy to shake up the landscape of the future industry by joining hands with a giant technology company called NVIDIA. Chairman Koo, who is approaching his 8th anniversary in office, has now decided to completely change the structure of LG in the huge trend of artificial intelligence (AI), which goes beyond home appliances and electronic components. The speed battle that progressed from a top management meeting to a large-scale visit to the US by working-level staff in a short period of 15 days shows LG's strong will to move beyond the stage of simply accepting technology and leap forward as a key partner in the AI ​​ecosystem.

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The fact that LG Group dispatched a large working group of about 30 people to NVIDIA headquarters means that the cooperation roadmap between the two companies has entered the actual commercialization stage. This visit, attended by LG CNS President Shin-kyun Hyun and LG Electronics CTO Kim Byeong-hoon, as well as key executives and working-level staff from affiliates, focused on specific technical sessions and priority tasks in the field of physical AI and robotics. This proves that the conversation between Chairman Koo and CEO Jensen Hwang in Seoul on the 8th was not just a formal meeting, but the starting point of a strategic alliance encompassing future mobility and AI infrastructure. The two companies plan to secure leadership in the ‘physical AI’ market, which implants intelligence in the physical world, such as robots and smart spaces, by combining NVIDIA’s full-stack AI platform and LG’s manufacturing and infrastructure capabilities.

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The ‘selection and concentration’ strategy that Chairman Koo Kwang-mo has been emphasizing since his inauguration is now blooming in the AI ​​era with the combined power of ‘One LG.’ As a result of boldly disposing of low-profitability businesses and focusing resources on high value-added future industries such as electronics, OLED, and HVAC, the three electronics companies, including LG Electronics and Innotek, have become strong enough to be on the verge of record-high performance. This business reorganization has not only resulted in financial performance, but has also become a strong technological asset that supports next-generation growth engines such as cooling solutions for AI data centers and the development of humanoid robots. Now, LG is going beyond the technological capabilities of individual affiliates and organically combining the capabilities of the entire group to become a key partner that supplies hardware and solutions optimized for NVIDIA's AI ecosystem.

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Meanwhile, the phenomenon of Chairman Koo’s daily life being talked about by the public is also a result of his interest in ‘pragmatism’ and ‘healthy innovation’. There is debate as to whether removing the fat from pork belly is a health measure or a difference in eating habits, but what is really important is the management philosophy of ‘moderation and efficiency’ that he demonstrates. Just as he avoids excessive saturated fat, his attitude to eliminate unnecessary practices in corporate management and focus on key elements necessary for growth is in line with LG Group's recent actions. Experts agree that just as the cooking method and frequency of consumption are more important than the harmfulness of the scaffold itself, the success or failure of a company's AI transition will also depend on the speed of technology introduction and how the technology is incorporated into the field.

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LG's all-round AI transition goes beyond simple technological cooperation and will become a critical test that will determine the future competitiveness of the Korean manufacturing industry. As LG's manufacturing base and infrastructure capabilities are built on top of NVIDIA's powerful AI platform, it is expected that unrivaled synergy will occur in the physical AI field, including humanoid. In particular, LG's portfolio to accelerate AI innovation, from data center thermal management to mobility components, is already proving its value in the global market. Chairman Koo’s ‘speed’-centered management will be a key driving force that prevents LG from being left behind in the rapidly changing global technology hegemony competition, but rather establishes itself as a ‘first mover’ leading the AI ​​era.

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■ Conclusion and analysis outlook

Ultimately, Chairman Koo Kwang-mo’s strategy is to prepare for the future ‘as quickly and efficiently as possible.’ The partnership with NVIDIA is the result of LG's grand vision to transform the physical world by combining LG's manufacturing capabilities with AI software. Now entering its 8th year in office, LG is completely transforming beyond a simple home appliance company into an AI-centered future company. The current speed battle, which combines the deep consensus among heads of companies and the meticulous execution ability of working-level staff, foretells that LG will overcome the huge wave of AI and present a new standard for the global industry.

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