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Sign InIn a move reflecting the accelerating global race to integrate AI into mechanical systems, NVIDIA has announced a strategic partnership with South Korea’s LG Group to develop motor technology and mechanical systems for humanoid robots. The collaboration also extends to data center infrastructure and the deployment of NVIDIA AI tools within Nebius’s Physical AI Living Lab for startups. This initiative aims to strengthen the foundation for advanced robotics following NVIDIA's recent record-breaking fiscal performance.
This partnership emerges as semiconductor stocks show mixed performance, with investors increasingly looking toward physical AI applications beyond chip supply. Per market data, rival AMD is trading at $511.57, while INTC stands at $124.57 (close June 12, 2026). Analysts suggest that expanding into robotics positions NVIDIA directly against tech giants seeking to automate industrial processes, supported by stable chip supply chains from TSM, which is trading at $423.93.
Operationally, traders are monitoring NVDA levels, which closed at $205.19, and NBIS at $232.36 (close June 12, 2026) to gauge market reaction to these expansions. Looking at the economic calendar, while there are no major tech-specific catalysts in the immediate window, global inflation and retail sales data will be pivotal for growth stock sentiment. Focus remains on technical updates from the Nebius collaboration as a potential forward catalyst for price action.