LG Electronics robotics pivot boosts Nvidia AI bets and stock surge

LG Electronics robotics pivot is driving a major stock rally, with shares up more than 300% year-to-date and hitting a record near 281,000 won. Traders are focusing on a faster robotics commercialization cycle and deeper Nvidia AI and robotics cooperation. On June 1, LG Electronics shares jumped about 28% after reports suggested expanded collaboration with Nvidia in AI and robotics. The stock also rose roughly 88% in May, supported by optimism around the Nvidia link and progress on deploying robots on a clearer timetable. The robotics pivot began in March 2024, when LG Electronics invested about $60 million in Bear Robotics (autonomous service robots). By January 2025, LG acquired a controlling 51% stake. Bear Robotics targets use cases such as restaurant food delivery and hotel navigation. In March 2026, LG’s CEO said 2026 is a key scaling year for B2B robotics and actuator production, and that robot commercialization proof-of-concept demonstrations were moved into the first half of 2026. Analysts at Korean brokerages including Kiwoom Securities and Hana Securities cited the Bear Robotics acquisition and accelerated timelines as key catalysts. Still, risk remains: LG must prove it can ship robots at commercial scale, not just prototypes. Any delays, technical setbacks, or a cooling of the Nvidia relationship could trigger a sharp correction. Competitors including Samsung, Hyundai (Boston Dynamics), and Chinese manufacturers are also pushing robotics strategies.