Insider Brief
- Nscale signed a multi-year partnership with Figure that could deploy up to 100,000 Nvidia GPUs, beginning with a $3.5 billion compute commitment to support Figure’s next generation of humanoid robots.
- The companies said the agreement could scale beyond $6 billion, with initial Nvidia Vera Rubin GPUs targeted for deployment in Barstow, Texas, beginning in the second half of 2027.
- Nscale will become Figure’s preferred compute provider and a shareholder while also making a strategic investment and exploring the use of humanoid robots in its own supply chain.
Nscale has signed a multi-year partnership with humanoid robotics company Figure that could deploy up to 100,000 Nvidia GPUs, with an initial $3.5 billion compute commitment to support Figure’s next generation of humanoid robots.
According to the companies, the agreement could grow to more than $6 billion of compute and initial GPUs using Nvidia’s Vera Rubin platform are targeted for deployment beginning in the second half of 2027 in Barstow, Texas. Both companies said they are excited to be working together to further physical AI.
“We’ve seen incredible growth with inference and agentic AI and Figure is pushing the boundaries of AI even further,” Nscale founder and CEO Josh Payne said in the announcement. “We’re proud to be enabling the future of AI robotics together.”
Under the agreement, Nscale will become Figure’s preferred compute provider and a shareholder in the company. Nscale is also making a strategic investment in Figure, though the companies did not disclose the dollar amount.
“To bring humanoid robots to every home in the world, we are largely constrained by data and compute,” noted Figure founder and CEO Brett Adcock. “Our AI model, Helix, becomes more capable the same way every learned system does: with more data and compute.”
Nscale will provide the power, computing platform and orchestration layer while integrating Nvidia AI infrastructure to support Figure’s models from training through deployment, according to the companies. Nscale and Figure also said they will explore using humanoid robots to help scale Nscale’s supply chain, though they did not provide additional details on potential deployments.
“Humanoid robots extend physical AI into the world designed for people—opening a major new industry,” added Nvidia founder and CEO Jensen Huang. “Nscale and Figure have activated the robotics flywheel: training Figure’s models on Nvidia Vera Rubin through Nscale’s AI cloud, validating them in Nvidia Isaac Sim, and deploying them on Nvidia GPUs in Figure’s robots. This is the physical AI flywheel that will accelerate the path from models to robots in the world.”
Image credit: Nscale/Figure
