NVIDIA and Doosan Group are significantly widening a partnership first signed in 2025, with the new agreement covering Doosan Robotics, Doosan Bobcat, Doosan Enerbility and Doosan Corporation Electro-Materials BG. The expansion is part of a broader Korean AI factory push that also includes SK Telecom and LG Group.
Agentic Robot OS And Industrial Humanoids
Doosan Robotics is integrating NVIDIA Isaac robotics frameworks, Cosmos world models, the Newton physics engine and the Jetson Thor compute platform into a new Agentic Robot OS aimed at industrial tasks such as depalletizing and sanding. The Korean cobot maker has set a target of deploying industrial humanoid robots by 2028.
Power, Materials And Bobcat Equipment
Doosan Enerbility is pursuing AI factory power solutions, including transformers, switchgear and modular power blocks tied to NVIDIA DSX factories. Doosan Corporation Electro-Materials BG is exploring advanced electronics materials for next-generation data-center systems, while Doosan Bobcat is bringing physical AI into compact construction equipment such as skid-steer loaders and excavators.
Wider Strategic Context
The expanded deal layers on top of the NVIDIA – SK Hynix memory pact for Vera Rubin AI supercomputers and the SK Telecom DSX cloud. Together, the announcements turn NVIDIA into the connective tissue of Korean industrial AI strategy.
Investor Takeaway
For Doosan Robotics in particular, the deal is a credibility boost as it competes with Figure, Apptronik and 1X for industrial deployments. The 2028 humanoid target gives investors a near-term milestone to track, with Bobcat’s compact-equipment fleet offering an immediate revenue lever via autonomous job-site work.
Reporting based on coverage from NVIDIA Blogs, Seoul Economic Daily and CryptoBriefing.