Korean companies have announced at least $510 billion in partnerships with Nvidia over the past year, spanning semiconductors, AI infrastructure and physical AI.

According to Sina Finance, industry sources said on the 12th that Nvidia's board was preparing to remove CEO Jensen Huang and could meet as early as that day to decide his future. Nvidia has launched an independent investigation into allegations involving Huang.

SK Group signed a letter of intent with Nvidia in July for cooperation worth more than $500 billion. Under the plan, SK Telecom will use Nvidia's next-generation platform to build an AI factory with computing capacity of up to 2 gigawatts, while SK Hynix will jointly develop and supply next-generation AI memory, including high-bandwidth memory. SK Group Chairman Chey Tae-won met Huang in February to discuss cooperation on AI chips and infrastructure.

Nvidia completed a $1 billion investment on the 6th for a 4.13% stake in NAVER, becoming its third-largest shareholder. The companies' global AI factory project also includes up to $9 billion in infrastructure financing from Brookfield. NAVER is expanding its Sejong data center and developing GPU-as-a-service business.

LG Group signed a memorandum of understanding in August to cooperate on robotics, AI factories and future mobility. LG Electronics plans to launch a new-generation bipedal robot in the first quarter of next year, developed using Nvidia's Isaac GR00T humanoid robot foundation model. Hyundai Motor Group plans to equip production vehicles with L2+ driver-assistance technology based on Nvidia's platform in the first half of 2028. Samsung Electronics is expanding cooperation on HBM supply and digital twins. Doosan Robotics, Doosan Group and Kakao Mobility are also working with Nvidia in areas including robotics, AI factory power infrastructure, semiconductor materials and Level 4 autonomous driving.

Industry views cited in the report suggest existing supply-chain ties, including SK Hynix's HBM supply, would be difficult to replace quickly. However, projects still in investment or construction phases, such as AI factories and joint technology development, could be affected. Sources said the impact would depend on Huang's role after any departure and whether a successor maintains the existing cooperation framework.