Nscale Commits $3.5B in AI Cloud Compute to Figure as Humanoid Robotics Race Accelerates

sierracatalina · x · 2026-09-05

Cloud compute provider Nscale has committed at least $3.5 billion in AI cloud compute to humanoid robotics company Figure, earmarked for training humanoid robots — a signal that the compute arms race is spreading from LLMs into embodied AI. The poster quips that "the electricity bill is the product roadmap," underscoring how compute spend has become the central currency of the humanoid race.

Related event: Figure commits $3.5B to deploy up to 100,000 GPUs for humanoid robots(11 posts)→

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