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Figure and Nscale Announce Multibillion‑Dollar GPU Partnership for Humanoid AI

The pact ties a large GPU supply commitment to reciprocal investment and operational trials to speed training of Figure’s Helix robot model.

Overview

  • The companies reported an initial $3.5 billion collaboration that could grow beyond $6 billion and centers on supplying massive GPU capacity to Figure.
  • Nscale has agreed to deliver up to 100,000 NVIDIA Vera Rubin GPUs, high‑end accelerators designed for large model training, to support Figure’s Helix system that powers its humanoid robots.
  • Hardware installations are planned to begin in the second half of 2027 with equipment staged for deployment in Barstow, Texas.
  • The deal includes reciprocal elements: Nscale will make a strategic investment in Figure and will trial Figure’s robots to help with supply‑chain and data‑center operations.
  • The arrangement highlights a growing market for specialized AI infrastructure firms that scale GPU fleets for compute‑hungry robotics workloads and could speed Figure’s move from prototypes toward broader real‑world deployments.