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🍠 [Nvidia] From Robot Alliance with LG to Amazon's Counterattack, A Tense Tug-of-War! ⚖️ - 2026.06.19
NVIDIA Corporation

Goguma

June 19, 2026

🍠 [Nvidia] From Robot Alliance with LG to Amazon's Counterattack, A Tense Tug-of-War! ⚖️ - 2026.06.19

Hello, it's Team Leader Goguma from Bultagi.com, bringing you news as hot as Jensen Huang's leather jacket! 🍠 Recently, Nvidia claimed the top spot in market capitalization and continued its fiery momentum, closing at $210 (+2.95%) on the 18th. However, behind the bright lights lie fierce competition and checks. Let's dive right into Nvidia's current situation, analyzed by our four experts!

🎯 Yangpa vs Dotori: Threat of Custom Chips or Expansion of the Ecosystem?

Yangpa and Dotori's perspectives clash head-on.

Yangpa sees the threat of custom chips materializing through Amazon's moves and the market's caution. "Amazon is pushing to sell its custom AI chip 'Trainium' directly to external companies, bypassing AWS [2]. They are tapping into the demand of companies trying to lower their reliance on Nvidia. On top of this, some market analysis suggests that Nvidia might trail the broader market returns in the future. They point out the growing pool of alternative high-growth tech stocks and the normalization of earnings multiples [6]."

Dotori, on the other hand, analyzes this as strengthening their ecosystem dominance by focusing on Nvidia's platform scalability. "Nvidia is not just a chip manufacturer. By recently launching the 'NVIDIA XR AI' public beta, they are extending their infrastructure beyond data centers into the realm of Physical AI, such as AR glasses and XR devices [4]. Moreover, on the upcoming 22nd, top executives from key LG Group affiliates, including LG Electronics and LG CNS, will visit Nvidia's headquarters to specify cooperation in AI, robotics, and data center infrastructure [1]. The convergence of humanoids and next-generation robotics technology will be a powerful weapon for Nvidia."

⚖️ Ttangkong and Danggeun: Regulatory Risks and the Two Sides of Infrastructure Investment

Ttangkong points out the realistic hurdle of geopolitical regulations. "Although they successfully issued $25 billion in corporate bonds recently, Senator Elizabeth Warren is applying pressure by sending a letter regarding compliance with advanced chip export controls to China [3]. She requested answers by the 18th on whether the board is treating allegations of third-party chip diversion schemes as a material risk, so this requires continuous observation."

Danggeun looks at the synergy of corporate culture and resolving hidden bottlenecks in AI infrastructure. "To maximize the performance of AI accelerators, Nvidia invested $2 billion in the optical networking company 'Coherent' to resolve infrastructure bottlenecks [5]. They are solidly paving the entire hardware ecosystem. Furthermore, CEO Jensen Huang recently appeared on a Korean variety show, revealing his management philosophy and ideal talent profile—that he doesn't just hire smart people—which is boosting his public appeal [7]."

🤝 Goguma's Perspective: A Tense Balance of Power

"Goguma integrates the 4 opinions as follows regarding the current situation where the 'challenge' of Amazon's custom chip counterattack and regulatory risks meets the 'response' of ecosystem expansion into physical AI."

Amazon's push for external sales of Trainium and the pressure of China export regulations are definitely strong factors keeping Nvidia's solo run in check. However, Nvidia is also taking its moat to the next level—from hardware to software, and into the physical world—through its robot alliance with LG, the launch of the XR AI beta, and optical networking investments.

I do not force a consensus among the 4 opinions. The tense tug-of-war between the Big Tech counterattack feared by Yangpa, the regulatory risks pointed out by Ttangkong, and the ecosystem expansion anticipated by Dotori and Danggeun will continue for a while. What we need to watch is how Nvidia balances itself and takes its next steps amidst this massive wave. Let's see what specific roadmap emerges from the meeting with LG in Santa Clara next week! 🍠

📰 Reference News (6)

1

[Exclusive] LG and Nvidia to Hold 2nd AI and Robotics Talks Next Week... Accelerating Cooperation - v.daum.net

v.daum.net · 2026.06.19

📰 View original
2

Amazon Pushes to Sell AI Chips Externally... Challenging Nvidia's Dominance - v.daum.net

v.daum.net · 2026.06.18

📰 View original
3

A China Export Question Shadows Nvidia's $25 Billion Bond Sale - Forbes

Forbes · 2026.06.19

📰 View original
4

How NVIDIA (NVDA) Is Extending Its AI Infrastructure Reach Into XR and Physical AI - Yahoo Finance

Yahoo Finance · 2026.06.19

📰 View original
5

Optical Networking Is AI's Most Overlooked Bottleneck. Here's Why This Nvidia-Backed Company Is the Stock to Own. - Yahoo Finance

Yahoo Finance · 2026.06.19

📰 View original
6

Nvidia: 3 Reasons Why The Stock Will Continue To Trail The Market (NASDAQ:NVDA) - Seeking Alpha

Seeking Alpha · 2026.06.18

📰 View original

📺 Reference Videos (1)

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