[데스크시각] 엔비디아 생태계서 한국 기업들의 무기는?

NVIDIA's dominance over Physical AI's critical infrastructure—platforms, AI models, and semiconductors—threatens to replicate the ecosystem lock-in pattern already seen in generative AI, leaving South Korean companies with limited bargaining power. The real competitive advantage lies not in following NVIDIA's platform, but in developing indigenous robotics simulators and specialized applications powered by South Korea's accumulated domain expertise in semiconductors, shipbuilding, and smart manufacturing—assets NVIDIA cannot easily replicate.