Breaking

Nscale Commits $3.5 Billion in AI Compute to Figure, Takes Stake

September 3, 2026 at 13:55 EDT

Robotics
Infra & Chips
Sales & Business

Nscale has agreed to supply Figure with an initial $3.5 billion commitment for AI computing capacity and to invest an undisclosed amount in the humanoid-robotics company. The multi-year partnership makes Nscale Figure's preferred compute provider and carries an intent to scale the commitment above $6 billion.

3 Sep 2026 · Nscale + Figure

Compute for the next generation of humanoid AI

Nscale is committing $3.5B in AI compute to Figure, with a path above $6B and up to 100,000 NVIDIA GPUs targeted for deployment.

The deal at a glance

$3.5B

Initial compute commitment

>$6B

Scale intent

100,000

Potential NVIDIA GPUs

H2 2027

Barstow deployment target

The planned scale rises beyond the initial commitment

Each solid block represents $0.5B. The outlined segment marks the announced target above $6B.

$3.5B

Initial commitment

>$6B

Scale intent

The physical AI loop

The partnership connects model training, simulation and robot deployment.

Train

Helix models on Vera Rubin

→

Validate

NVIDIA Isaac Sim

→

Deploy

NVIDIA GPUs in Figure robots

Why it matters

Figure gets a dedicated compute provider for Helix training and robot deployment, while Nscale gains a major physical-AI use case.

What remains open

Hands-on tests have still shown failures in household tasks, leaving reliability and safe home autonomy unresolved.

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