LG chairman widens AI data center partnerships with Big Tech firms

LG Group is expanding partnerships with Microsoft and Nvidia in AI data center infrastructure, with Chairman Koo Kwang-mo meeting both companies’ leaders. LG Electronics said the Microsoft talks covered cooling, power and modular data center systems, while the Nvidia partnership led to approvals for LG cooling and battery products. The company also plans to use Microsoft cloud infrastructure for AI model development and training in manufacturing, logistics and mobility.

LG Electronics said Koo Kwang-mo met Microsoft Chairman and CEO Satya Nadella at Microsoft headquarters in Redmond, Washington, on Monday local time.

The Microsoft collaboration will initially focus on LG Electronics supplying high-capacity cooling solutions for Microsoft’s AI data center projects at key strategic locations.

LG Electronics’ 2.5-megawatt coolant distribution unit received Nvidia’s DSX Ready approval, and LG said its 600-kilowatt and 1-megawatt CDU products met Nvidia’s standards in July and earlier this month.

LG Energy Solution’s JF2 AC Link battery energy storage system was selected as one of three DSX Ready BESS partners.

LG Energy Solution said it operates five ESS production sites in North America and plans to secure more than 50 gigawatt-hours of ESS production capacity there by the end of this year.

Published Sep 22, 2026 11:11 am KST

Updated Sep 22, 2026 11:21 am KST

Cooling unit, ESS approved as Nvidia's AI data center solution

LG Group Chairman Koo Kwang-mo, right, poses with Microsoft Chairman and CEO Satya Nadella during their meeting at the latter's headquarters in Redmond, Wash., Monday (local time). Captured from LG Electronics LinkedIn post

LG Group is expanding its partnerships with Big Tech companies in artificial intelligence (AI) data center infrastructure, with Chairman Koo Kwang-mo’s engagement with leaders of Microsoft and Nvidia leading to collaboration opportunities in areas including cooling systems, batteries and robotics components.

LG Electronics said in a LinkedIn post on Tuesday that Koo met Microsoft Chairman and CEO Satya Nadella at the latter's headquarters in Redmond, Washington, on Monday (local time), and discussed strategic collaboration in AI data center infrastructure, AI transformation and physical AI.

In AI data center infrastructure, the two sides will explore business opportunities for LG to supply cooling, power and infrastructure solutions in support of Microsoft’s global data center expansion.

In the short term, the two sides will concentrate on supplying LG Electronics’ high-capacity cooling solutions for Microsoft’s AI data center projects at key strategic locations, while expanding their collaboration over the medium to long term to prefabricated data centers.

Prefabricated data centers are factory-built, pretested modular data center systems aimed at rapid deployment and scalable capacity. They are known to cut setup time by nearly half, significantly shortening overall construction schedules, while standardized production can also lower capital expenditures.

The two sides will also accelerate partnership on AI transformation. LG Electronics said it plans to transform its work environment for the entire knowledge workforce globally with Microsoft’s AI and cloud platforms, including Microsoft 365 E7: The Frontier Suite.

In physical AI, LG plans to use Microsoft’s cloud infrastructure to accelerate AI model development and training for manufacturing, logistics and mobility. The companies will also build a “Data Flywheel” that continuously feeds manufacturing data into AI model training to strengthen LG’s physical AI capabilities.

The partnership came after the two sides discussed cooperation at a technology showcase held at Microsoft headquarters last December. Since then, they have worked to outline specific areas of collaboration through executive-level engagement and working-level discussions.

From left are LG Electronics' 600-kilowatt, 1-megawatt and 2.5-megawatt coolant distribution units / Courtesy of LG Electronics

LG Group’s collaboration with Nvidia is also taking shape.

LG Electronics and LG Energy Solution each said Tuesday that their high-capacity coolant distribution unit (CDU) and battery energy storage system (BESS), respectively, received Nvidia’s DSX Ready approval.

Nvidia refers to AI data centers as AI Factories and offers its DSX platform, which integrates computing, networking, power and cooling infrastructure for such facilities. The company grants DSX Ready approval to products that meet the platform’s relevant requirements, and CDUs are required to provide cooling capacity of at least 2.3 megawatts to qualify as DSX Ready CDUs.

A CDU is one of the key components of a liquid cooling system, circulating coolant through heat-generating equipment such as servers and graphics processing units while controlling its temperature and pressure to prevent overheating.

The approved product is LG Electronics’ 2.5-megawatt CDU, which is emerging as a benchmark for high-capacity CDUs for the latest AI server racks.

The product adopts an in-row configuration, which groups multiple racks into rows and cools them with a single high-capacity CDU, allowing it to manage heat from high-density AI data centers more effectively than conventional in-rack configurations that use separate low-capacity CDUs for each rack.

LG Electronics said its 600-kilowatt and 1-megawatt CDU products met Nvidia’s standards in July and earlier this month, respectively. With the 2.5-megawatt model meeting additional requirements to receive DSX Ready approval, the company said it has demonstrated top-tier technological capabilities in the global liquid cooling market.

“With the DSX Ready approval, we will begin supplying more reliable and efficient cooling solutions to global Big Tech companies on a full scale and strengthen our position in the next-generation liquid cooling market,” said Lee Jae-sung, president of LG Electronics’ Eco Solution division.

LG Energy Solution's JF AC Link energy storage system / Courtesy of LG Energy Solution

LG Energy Solution was selected as one of three BESS partners for the DSX Ready program. Its approved product, JF2 AC Link, is based on high-capacity lithium iron phosphate (LFP) batteries and offers enhanced safety, energy efficiency and a long lifespan. Its modular design can also shorten construction time.

The system can be expanded quickly and flexibly as data centers grow in scale, allowing operators to respond to rapidly increasing power demand.

LG Energy Solution plans to use its DSX Ready approval as momentum for its expansion in the fast-growing AI data center ESS market in North America. The company currently operates five ESS production sites in the region, locally producing cells, packs links and all other products across its ESS value chain. It plans to secure more than 50 gigawatt-hours of ESS production capacity in North America by the end of this year.

“The inclusion demonstrates the competitiveness of LG Energy Solution’s products optimized for AI data centers,” LG Energy Solution Senior Vice President Kang Chang-beom said. “We will continue to expand our AI infrastructure business and accelerate its growth based on our differentiated local production capabilities and technological leadership.”

The Nvidia approvals followed multiple engagements between Koo and Nvidia CEO Jensen Huang. In the latest, Koo visited Nvidia’s headquarters in California last month, where the two sides agreed to accelerate their collaboration in key future industries including robotics, AI Factories and mobility.

LG Group Chairman Koo Kwang-mo poses with Nvidia CEO Jensen Huang as they hold a miniature humanoid robot presented by Koo to Huang after signing a memorandum of understanding at Nvidia headquarters in Santa Clara, Calif., Aug. 14. Courtesy of LG Group

LG集团正扩大与微软和英伟达在人工智能数据中心基础设施领域的合作，董事长具光模已分别会见了两家公司的高管。LG电子表示，与微软的会谈涵盖了冷却、电源和模块化数据中心系统，而与英伟达的合作则促成了LG冷却和电池产品的认证。该公司还计划利用微软的云基础设施，在制造业、物流和出行领域进行人工智能模型的开发和训练。

LG电子表示，具光模于当地时间周一在华盛顿州雷德蒙德的微软总部会见了微软董事长兼首席执行官萨蒂亚·纳德拉。

微软与LG电子的合作初期将重点放在为微软位于关键战略位置的人工智能数据中心项目提供大容量冷却解决方案上。

LG 电子的 2.5 兆瓦冷却液分配单元获得了英伟达的 DSX Ready 认证，LG 表示其 600 千瓦和 1 兆瓦的 CDU 产品在 7 月和本月初均符合英伟达的标准。

LG Energy Solution 的 JF2 AC Link 电池储能系统被选为 DSX Ready BESS 的三个合作伙伴之一。

LG能源解决方案公司表示，该公司在北美运营着五个储能系统生产基地，并计划在今年年底前确保在北美拥有超过50吉瓦时的储能系统生产能力。

发布于2026年9月22日上午11:11（韩国标准时间）

更新于2026年9月22日上午11:21（韩国标准时间）

冷却单元，ESS 已获 Nvidia 批准作为其 AI 数据中心解决方案。

LG集团董事长具光模（右）周一（当地时间）在微软位于华盛顿州雷德蒙德的总部与微软董事长兼首席执行官萨蒂亚·纳德拉会面时合影。图片来自LG电子的LinkedIn帖子。

LG集团正在扩大与大型科技公司在人工智能（AI）数据中心基础设施领域的合作，董事长具光模与微软和英伟达的领导人进行了接触，这为冷却系统、电池和机器人组件等领域的合作带来了机会。

LG电子周二在LinkedIn上发帖称，具承东周一（当地时间）在微软位于华盛顿州雷德蒙德的总部会见了微软董事长兼首席执行官萨蒂亚·纳德拉，并讨论了人工智能数据中心基础设施、人工智能转型和物理人工智能方面的战略合作。

在人工智能数据中心基础设施领域，双方将探讨LG为微软的全球数据中心扩张提供冷却、电力和基础设施解决方案的商机。

短期内，双方将集中精力为微软在关键战略地点的AI数据中心项目提供LG电子的大容量冷却解决方案，同时在中长期内将合作范围扩大到预制数据中心。

预制数据中心是工厂预先建造、经过预测试的模块化数据中心系统，旨在实现快速部署和可扩展容量。众所周知，它们可以将安装时间缩短近一半，从而显著缩短整体建设周期，同时标准化生产还可以降低资本支出。

双方还将加快在人工智能转型方面的合作。LG电子表示，计划利用微软的人工智能和云平台，包括Microsoft 365 E7：前沿套件，为全球所有知识型员工打造全新的工作环境。

在实体人工智能领域，LG计划利用微软的云基础设施加速面向制造、物流和出行领域的人工智能模型开发和训练。两家公司还将构建一个“数据飞轮”，持续将制造数据输入人工智能模型训练，以增强LG的实体人工智能能力。

双方的合作关系源于去年12月在微软总部举行的一次技术展示会上，当时双方探讨了合作事宜。此后，他们通过高层沟通和工作层面的讨论，确定了具体的合作领域。

从左至右依次为LG电子的600千瓦、1兆瓦和2.5兆瓦冷却液分配装置 / 图片由LG电子提供

LG集团与英伟达的合作也正在逐步成形。

LG电子和LG能源解决方案周二分别表示，其大容量冷却剂分配单元（CDU）和电池储能系统（BESS）分别获得了英伟达DSX Ready认证。

英伟达将人工智能数据中心称为“人工智能工厂”，并提供其DSX平台，该平台集成了此类设施所需的计算、网络、电力和冷却基础设施。公司会向符合平台相关要求的产品授予DSX Ready认证，而CDU（冷却分配单元）必须提供至少2.3兆瓦的冷却能力才能获得DSX Ready认证。

CDU 是液冷系统的关键组件之一，它使冷却剂在服务器和图形处理单元等发热设备中循环，同时控制其温度和压力，以防止过热。

获批的产品是 LG 电子的 2.5 兆瓦 CDU，它正在成为最新 AI 服务器机架高容量 CDU 的标杆。

该产品采用行内配置，将多个机架分组为行，并使用单个高容量 CDU 进行冷却，使其能够比传统的机架内配置（每个机架使用单独的低容量 CDU）更有效地管理高密度 AI 数据中心的热量。

LG电子表示，其600千瓦和1兆瓦的CDU产品分别于7月和本月初符合英伟达的标准。随着2.5兆瓦型号满足DSX Ready认证的额外要求，该公司表示，这已证明其在全球液冷市场拥有顶尖的技术实力。

LG电子环保解决方案事业部总裁李在成表示：“获得DSX Ready认证后，我们将开始全面向全球大型科技公司提供更可靠、更高效的冷却解决方案，并巩固我们在下一代液冷市场的地位。”

LG能源解决方案的JF AC Link储能系统 / 图片由LG能源解决方案提供

LG能源解决方案公司被选为DSX Ready计划的三家储能系统（BESS）合作伙伴之一。其获批产品JF2 AC Link采用高容量磷酸铁锂（LFP）电池，具有更高的安全性、能源效率和更长的使用寿命。其模块化设计还能缩短施工时间。

随着数据中心规模的增长，该系统可以快速灵活地扩展，使运营商能够应对快速增长的电力需求。

LG能源解决方案计划利用其DSX Ready认证带来的契机，拓展其在北美快速增长的人工智能数据中心储能系统（ESS）市场。该公司目前在北美运营着五个储能系统生产基地，本地生产电芯、电池组、连接件以及储能系统价值链上的所有其他产品。该公司计划在今年年底前，在北美获得超过50吉瓦时的储能系统产能。

LG能源解决方案高级副总裁姜昌范表示：“此次入选证明了LG能源解决方案针对人工智能数据中心优化的产品具有竞争力。我们将继续拓展人工智能基础设施业务，并凭借我们差异化的本地化生产能力和技术领先优势，加速其发展。”

在 Koo 与英伟达 CEO 黄仁勋多次会晤后，英伟达批准了双方的合作。最近一次会晤是上个月 Koo 访问英伟达位于加州的总部，双方同意加快在机器人、人工智能工厂和移动出行等未来关键行业的合作。

8月14日，在加州圣克拉拉的英伟达总部，LG集团董事长具光模与英伟达首席执行官黄仁勋签署合作备忘录后，具光模向黄仁勋赠送了一个迷你人形机器人。两人合影留念。（图片由LG集团提供）