Figure AI seen most exposed to Nvidia fallout: $3.5-6B compute deal in limbo
kscottz · x · 2026-11-14
Analysis argues Figure AI is the most exposed robotics company if the reported Nvidia CEO changeup disrupts ties: Nvidia backed its $39B-valued Series C and reportedly considered another $1B, while Figure committed $3.5-6B on Nscale compute powered by Nvidia's Vera Rubin chips. Unconfirmed.
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