Nvidia (NVDA) Stock: Jensen Huang Calls Robotics South Korea’s Next Major Sector

TLDR

• Nvidia CEO Jensen Huang arrived in South Korea on Friday, calling robotics the country’s “next major sector”
• Huang has meetings lined up with Hyundai, LG, SK, Samsung, and Naver during his visit
• Nvidia plans to partner with South Korean manufacturers in robotics and physical AI
• NVDA stock was up 1.82% on the day of his arrival
• GuruFocus puts NVDA at 35.2% undervalued vs its GF Value of $337.26, with the stock trading around $218.66

Jensen Huang touched down at Gimpo Airport on Friday after flying in from Taiwan, and he didn’t waste any time making noise.

The Nvidia CEO pointed to robotics as the next big growth area for South Korea, a country he described as a global manufacturing hub with serious potential to apply physical AI across industries.

NVDA stock was trading up 1.82% on the day, around $218.66, as the visit grabbed attention from investors and industry watchers alike.

NVIDIA Corporation, NVDA

Big Meetings on the Schedule

Huang confirmed he has meetings set with some of South Korea’s biggest names — Hyundai, LG, SK, Samsung, and Naver. That’s a who’s who of Korean tech and manufacturing.

The framing here is clear: Nvidia wants to embed itself deeper into South Korean industrial supply chains, not just sell chips.

Where NVDA Stands Right Now

According to GuruFocus data, NVDA’s GF Value sits at $337.26 against a trading price of $218.66 — a gap that puts the stock at roughly 35.2% undervalued by their measure.

The stock’s P/E ratio is currently at 33.49x, well below its five-year median of 60.74x.

GF Score comes in at 95/100, with perfect 10/10 marks for both Profitability and Growth. Valuation scores lower at 4/10, and Financial Strength sits at 9/10.

One flag worth watching: insiders have sold $385 million worth of stock over the past three months. That’s a number investors tend to notice.

Huang’s South Korea visit follows his stop in Taiwan, suggesting a broader Asia tour as Nvidia continues pushing its robotics and AI agenda across the region.

The meetings with Hyundai, LG, SK, Samsung, and Naver are expected to take place during the course of his visit, though no specific deal announcements have been made yet.

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