TLDR Hardware · GENERAL

FIGURE SECURES UP TO 100,000 GPUS FROM NSCALE TO TRAIN ITS HUMANOID ROBOTS

figure.ai3 min read

Summary from the TLDR Hardware newsletter

Figure signed a deal with Nscale to deploy up to 100,000 Nvidia Vera Rubin GPUs, starting in Barstow, Texas, in the second half of 2027, an initial $3.5 billion compute commitment with intent to scale past $6 billion, with Nscale also making a strategic investment in Figure. It follows last week's launch of Index, Figure's crowdsourced humanoid training dataset now generating 35 minutes of data every second, addressing the other half of the bottleneck: Figure says it's now largely constrained by data and compute rather than robot hardware itself in training its Helix model.