NCsoft has recently been receiving hot attention from the market. This is because expectations have been highlighted regarding a potential meeting between Kim Taek-jin, NCsoft's CEO, and Nvidia CEO Jensen Huang, going beyond simple anticipation for new game releases. Expectations are growing that the scope of their cooperation could expand into artificial intelligence (AI) and robotics. The market evaluates that this meeting could serve as an opportunity to explore future growth engines, transcending simple industry exchanges.

Having led the online gaming market for a long time, NCsoft has recently been accelerating the expansion of new businesses beyond games, such as AI, digital humans, and robotics technology. This is driven by expectations for synergy with Nvidia, a company evaluated as a leader in the global AI industry. In particular, CEO Jensen Huang recently visited South Korea, holding consecutive meetings with major domestic companies to seek cooperation.

According to media reports, NCsoft and Nvidia are expected to explore the possibility of cooperating not only in game development but also in next-generation technology fields such as physical AI, digital twins, and robotic foundation models.

During CEO Jensen Huang's visit to South Korea, his interest in esports and the gaming industry is also drawing attention. He recently met with Faker (Lee Sang-hyeok), a world-class professional gamer, to exchange views on the future of the gaming industry and the applicability of AI technology, drawing the attention of the entire gaming industry. This is evaluated as reaffirming Nvidia's perspective of viewing games as a core testbed for AI technology. In the market, some are connecting CEO Jensen Huang's meeting with Faker to the potential cooperation with NCsoft.

The industry is paying attention to the fact that NCsoft is attempting to transform into an AI technology company, moving beyond its status as a traditional gaming company. The possibility of cooperation with Nvidia, the business expansion of its AI subsidiary, and the release schedule of its next new title are intertwining and are expected to act as major variables in its future stock price movements. With interest in the domestic AI and robotics industries heightening following CEO Jensen Huang's visit to South Korea, market attention is focused on whether NCsoft, moving beyond gaming, will be able to reap the benefits of expanding the AI ecosystem.

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