A high-profile partnership pairs Nscale’s full-stack AI cloud platform with Figure’s robotics stack, using NVIDIA-based infrastructure to train and deploy Helix AI models and robots while exploring scaling Nscale’s supply chain for humanoids.

Nscale has secured a multi-year commitment to provide about $3.5 billion in compute capacity to Figure, the U.S. robot maker, with plans to scale the deal beyond $6 billion.

Nscale will become a Figure shareholder and its preferred compute provider, supporting Figure’s Helix AI models and humanoid robotics to power the next generation of Figure’s robotics platform.

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Figure specializes in autonomous, general-purpose humanoid robots for industrial and home use, headquartered in San Jose, California.

Nscale is privately held, with ongoing interest and tracking of its funding rounds and valuation on TipRanks’ Private Company Center.

Figure has raised over $2 billion in funding and is valued at about $39 billion after its Series C, with backers including NVIDIA, Microsoft, and OpenAI.

Analysts see strong growth potential in humanoid robotics, with Goldman Sachs estimating global humanoid robot revenue could exceed $150 billion annually by 2035.

Figure has raised over $1 billion in committed capital and was valued around $39 billion in a recent round, with talks of a New York IPO potentially raising up to $3 billion for Nscale.

The collaboration highlights the specialized computing needs of robotics, requiring continuous data processing from sensors and real-time decision-making beyond token-based workloads of other AI domains.

The deal envisages deploying NVIDIA Vera Rubin GPUs at a Barstow, Texas site, with initial deployment in the latter half of 2027 and a $3.5 billion compute commitment that could grow to over $6 billion, including NVIDIA’s platform and potential strategic investment in Figure.