Nscale, Figure Commit $3.5 Billion for AI Hardware Development
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Key Takeaways
- Nscale and Figure signed a multi-year deal with an initial $3.5 billion compute commitment, potentially scaling to $6 billion.
- The agreement includes the potential deployment of 100,000 NVIDIA Vera Rubin GPUs in Barstow, Texas.
- Nscale will become a shareholder in Figure and serve as its preferred compute provider for Helix models.
- Infrastructure deployment is scheduled to begin in the second half of 2027.
Nscale and Figure have entered a multi-year strategic partnership to provide compute infrastructure for humanoid robotics. The deal includes an initial $3.5 billion commitment for compute resources, with the intent to scale to over $6 billion. As part of the agreement, Nscale will become a shareholder in Figure and serve as the company's preferred compute provider.
The partnership involves the deployment of the NVIDIA Vera Rubin platform, with the potential to utilize up to 100,000 NVIDIA GPUs. Infrastructure deployment is scheduled to begin in the second half of 2027 at a facility located in Barstow, Texas. These resources will power the development and deployment of Figure's Helix models.
The collaboration focuses on a vertically integrated AI stack. Nscale provides the power, compute platform, and orchestration layer, while Figure utilizes NVIDIA Isaac Sim for model validation before deploying on NVIDIA GPUs within its humanoid robots. The companies also intend to explore the potential for integrating humanoid robots into Nscale's own supply chain operations.
