SK Telecom Soars 12% After Nvidia CEO Names It 'Physical AI' Partner

SK Telecom's stock experienced a significant jump, climbing over 12% in early trading on June 2nd. The surge followed Nvidia CEO Jensen Huang's public acknowledgment of SK Telecom as a crucial collaborator in the burgeoning field of "physical AI."

During Nvidia's annual AI conference, GTC 2026, held in Taipei, Huang specifically highlighted SK Telecom's role in advancing physical AI technologies. This endorsement from a global tech leader like Nvidia immediately captured investor attention, leading to a strong buying sentiment for SK Telecom shares.

The market reacted swiftly to Huang's statement, with SK Telecom's stock trading at 126,500 won, an increase of 14,300 won from the previous trading day. This sharp rise underscores the market's perception of SK Telecom's strategic importance in the AI sector, particularly in the development of AI-powered robotics and other physical applications.

Analysts suggest that Huang's mention positions SK Telecom as a key player in the next wave of AI innovation, where artificial intelligence is integrated into tangible, physical systems. This strategic positioning is expected to drive further interest and investment in the company as the physical AI market continues to expand.

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SK Telecom as a key partner for physical AI.