Figure partners with Nscale to deploy up to 100,000 NVIDIA Vera Rubin GPUs starting at $3.5B

Figure founder Brett Adcock announced a strategic partnership with cloud provider Nscale to deploy up to 100,000 GPUs on NVIDIA's Vera Rubin platform, with an initial commitment of $3.5B and plans to expand beyond $6B, with first capacity targeted for H2 2027 in Barstow, Texas. It is a rare, large-scale compute bet by a humanoid robotics startup, squarely aimed at its household-oriented general-purpose robot roadmap.

Confirmed

• Partners are Figure and Nscale; platform is NVIDIA Vera Rubin; scale up to 100,000 GPUs; initial $3.5B with planned expansion beyond $6B.
• Adcock said the first compute target lands in Barstow, Texas in H2 2027.
• Per an announcement by Figure research lead Corey Lynch (shared by Adcock), the $3.5B deal will scale Figure's embodied-intelligence model Helix to up to 100,000 Vera Rubin GPUs.
• Figure's official framing: "putting a robot in every home requires unprecedented compute," tying the investment to household general-purpose humanoid development.
• Nscale also confirmed the agreement, committing at least $3.5B of AI cloud compute for humanoid robot training.

Why it matters

• Large-scale self-secured compute is uncommon for humanoid robotics firms; the $3.5B–$6B range signals Figure treats model training as a core competitive strength rather than relying on external clouds.
• The compute explicitly serves scaling Helix, indicating Figure's "model + robot" strategy is entering large-scale training.
• Choosing NVIDIA's next-gen Vera Rubin platform with a 2027 H2 timeline reflects early positioning for next-gen hardware. Commentators such as VraserX read it as an industry signal: the robot "body" may become the easy part as physical intelligence becomes a foundation-model problem; sierracatalina quipped that "the compute bill for training a walking body is the product roadmap," underscoring compute as a central variable in robot competition.

2026-09-03 ~ 2026-09-05 · 11 related posts

• [source] Figure commits $3.5B to deploy up to 100,000 NVIDIA Vera Rubin GPUs with Nscale — adcock_brett · 2026-09-03
• [source] Figure commits $3.5B with Nscale to deploy up to 100,000 GPUs on NVIDIA Vera Rubin — adcock_brett · 2026-09-03
• Figure to deploy 100,000 Vera Rubin GPUs in 2027 for home humanoid robots — Distinct-Question-16 · 2026-09-03
• Figure commits $3.5B (scaling past $6B) to deploy up to 100,000 GPUs with Nscale — Scobleizer · 2026-09-03
• Figure to deploy up to 100,000 GPUs on NVIDIA Vera Rubin with Nscale — adcock_brett · 2026-09-04
• [source] Nscale Commits $3.5B in AI Cloud Compute to Figure as Humanoid Robotics Race Accelerates — sierracatalina · 2026-09-05

5 near-duplicate retellings: MatthewBerman · PTrubey · adcock_brett · LexiLove · VraserX