NVIDIA Point2: investment announced in Seoul, plans for Motif, RLWRLD and Upstage

NVIDIA announced on Monday, November 9, 2026, an investment in South Korean startup Point2 Technology and plans to invest in three more of the country's AI startups: Motif Technologies, RLWRLD and Upstage. The NVIDIA Point2 investment was announced during the MSIT–NVIDIA AI Startup Partnership Forum, held at COEX in Seoul as a side event of NVIDIA AI Day Seoul 2026.

What Point2 Technology does

Point2 Technology builds scalable radio-frequency (RF) interconnects that move data between chips and racks inside AI factories, as an alternative to conventional copper and optical solutions. According to NVIDIA, the technology aims to deliver the reach, performance and efficiency needed to scale next-generation AI clusters.

Bae Hyun-min, director of the KAIST startup center, founded the company together with KAIST graduates. The startup had already received investment from NVentures, NVIDIA's venture capital arm, in the first half of 2026.

Motif, RLWRLD and Upstage: three layers of AI

The other three companies work in different layers of the AI stack:

  • Motif Technologies, a Seoul-based AI lab that develops foundation models for building AI agents, including Motif-3, released with open weights.
  • RLWRLD, a physical AI startup based in San Francisco, Seoul and Tokyo, developing robotics foundation models for tasks requiring five-finger dexterity, such as precisely inserting components and threading nuts onto bolts.
  • Upstage, a Korean enterprise AI company behind the Solar language models and document AI tools that help businesses extract information from complex documents.

Completed and planned: the status of each stake

NVIDIA describes the NVIDIA Point2 investment as completed, while it describes the stakes in Motif, RLWRLD and Upstage as planned, with procedures not yet finalized. The company disclosed no financial terms for any of the four deals.

Context: AI Day Seoul

The forum brought together more than 20 Korean startups working on foundation models, physical AI, AI infrastructure and semiconductors, with the participation of Ryu Je-myung, vice minister of Science and ICT of South Korea, alongside NVIDIA executives. According to the company, the initiative builds on a community of more than 1,000 Korea-based members of the NVIDIA Inception program.

The announcement came at the same event where NVIDIA detailed its sovereign AI collaboration with South Korea, involving Rebellions' R200 NPUs and SK Telecom. Geekiki also covered the opening of NVIDIA AI Day Seoul 2026. The NVIDIA Point2 investment reinforces that strategy and shows the company anchoring its presence across the entire Korean AI chain, from infrastructure to models and robotics.

Image credit: NVIDIA logo, via Wikimedia Commons (Apache 2.0 license).

Sources: NVIDIA Blog; Seoul Economic Daily; Unite.AI.

Transparency: this article was produced with the help of artificial intelligence, cross-checking public posts and internet sources. See the original sources for more details.

Muse