Nvidia once again announced earnings beating market expectations and stressed the full-fledged spread of Physical AI, sending Korean robot-related stocks mostly higher in intraday trading on the 27th. Nvidia's stance of expanding its AI infrastructure appears to be also influencing investor sentiment toward the robotics industry.

■ Nvidia Posts Revenue of $96.2 Billion, Beating Market Expectations

Nvidia announced on the 26th (local time) that it recorded revenue of $96.221 billion in the second quarter of fiscal year 2027. This represents a 106% increase from a year earlier and an 18% increase from the previous quarter.

Data center revenue came to $89 billion, up 117% year-on-year, while net income rose 126% to $59.688 billion. Nvidia guided next-quarter revenue of $108 billion, plus or minus 2%.

Nvidia CEO Jensen Huang said AI infrastructure buildout is proceeding rapidly and that Physical AI has also begun operating in earnest. This can be interpreted as meaning that generative AI is expanding beyond data centers into physical spaces such as robots, autonomous driving, and industrial automation.

■ Jetson Orin Nano 2 Unveiled... Developers on Nvidia Robot Platform Exceed 3 Million

On the 25th, just before the earnings announcement, Nvidia unveiled 'Jetson Orin Nano 2,' a computer for robots. The product doubles inference performance compared to its predecessor while cutting power consumption by 40% at the same performance level, and is aimed at robots, delivery and inspection drones, and vision AI systems. The company said developers using its robotics platform have surpassed 3 million.

■ Rainbow Robotics Up 2%... SBB Tech Leads Gains at 3.63%

Against this backdrop, a considerable number of Korean robot stocks also rose intraday.

Rainbow Robotics is trading at 459,500 won, up 2.00% from the previous day. It rose as high as 466,500 won intraday, with trading volume recorded at 109,346 shares.

Doosan Robotics climbed 1.39% to 72,800 won, Eugene Robotics gained 0.75% to 12,030 won, and Hyundai Movex rose 1.92% to 23,850 won. Hoorim Robot increased 60 won to 6,560 won. Robotis added 0.20% to 251,000 won, Goyoung rose 1.05% to 28,950 won, and Robostar gained 1.15% to 79,500 won. However, Now Robotics fell 0.13% to 15,100 won, showing variation among individual stocks.

Among small- and mid-cap robot stocks, SBB Tech rose 3.63% to 38,500 won, posting a relatively large gain. RS Automation climbed 2.37% to 10,360 won, Yuil Robotics gained 2.24% to 68,500 won, and KRM rose 2.27% to 4,725 won. On the other hand, Everybot dropped 3.04% to 14,680 won and SPG declined 0.96% to 93,200 won.

■ Robot Stock Strength Not Explained by Nvidia Earnings Alone... Stock-by-Stock Differentiation Continues

The movement of robot-related stocks today should be seen as the result of a combination of factors—each company's related business areas such as AI, automation, humanoids, and smart factories, as well as recent supply and demand conditions—rather than being explained by Nvidia's earnings alone. Indeed, even within the same robot theme, gains and declines have appeared side by side, with stock-specific differentiation continuing rather than across-the-board surges.

Nevertheless, the fact that Nvidia is not stopping at data center-centered AI growth but directly citing robots and autonomous driving as next-generation growth areas in Physical AI and expanding related computing platforms could affect the market's medium- and long-term view of the Korean robotics industry.

Going forward, stock price differentiation among robot stocks is likely to widen further depending on the expansion of Physical AI investment by Nvidia and other global big tech companies, Korean companies' actual order wins and mass production progress, and the pace of humanoid robot commercialization.

[Stocks may see increased price volatility depending on corporate earnings, industry conditions, merger terms, and market supply and demand. Securities firms' analyses and forecasts may differ from actual future results and do not guarantee returns on specific stocks. Before making investment decisions, it is necessary to comprehensively check companies' official disclosures, financial conditions, and business progress. This article is not intended to recommend buying or selling specific stocks. This article was written with AI assistance.]