Industry Briefing
A single destination for timely, editor-curated robotics news from around the world.
Nscale and Figure Forge $3.5 Billion Partnership for Humanoid Robot Computing
Nscale has entered into a multi-year partnership with Figure, committing $3.5 billion to deploy up to 100,000 Nvidia GPUs for Figure's next generation of humanoid robots. The agreement has the potential to exceed $6 billion, with initial deployments of Nvidia Vera Rubin GPUs set for Barstow, Texas, starting in the latter half of 2027. This partnership is significant as it positions Nscale as Figure's preferred compute provider and shareholder, while also exploring the integration of humanoid robots into Nscale's supply chain. The collaboration aims to enhance the capabilities of Figure's AI model, Helix, which relies on increased data and computing power to improve its performance. Looking ahead, the companies plan to leverage Nvidia's AI infrastructure to support Figure's models throughout their lifecycle, from training to deployment. No further timeline was disclosed at the time of publication.
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Nscale Partners with Figure to Provide $3.5 Billion in AI Cloud Computing Capacity
Nscale has entered into a significant agreement to provide a minimum of $3.5 billion in AI cloud computing resources to the robotics startup Figure. This partnership not only enhances Figure's technological capabilities but also signifies Nscale's commitment to supporting innovative robotics solutions. The collaboration is crucial as it allows Figure to leverage Nscale's extensive cloud infrastructure, which is essential for developing advanced robotic technologies. This investment underscores the growing importance of AI and cloud computing in the robotics sector, enabling startups like Figure to scale their operations and enhance their product offerings. Looking ahead, industry observers will be keen to see how this partnership evolves and the impact it has on Figure's growth trajectory. No further timeline was disclosed at the time of publication.
Figure AI Partners with Nscale for $3.5 Billion GPU Deployment to Enhance Humanoid Robotics
Figure AI, a California-based startup, has announced a strategic partnership with Nscale to deploy up to 100,000 NVIDIA GPUs under a multi-year agreement. This partnership includes an initial financial commitment of $3.5 billion, with potential scaling beyond $6 billion, aimed at enhancing the computational capabilities necessary for humanoid robotics. This collaboration is significant as it marks a shift in the robotics industry, where the focus is moving from mechanical engineering to computational power. Figure's leadership emphasizes that the future of autonomous physical labor relies heavily on onboard intelligence and data processing capabilities, particularly for their AI architecture, Helix. Looking ahead, the hardware rollout is set to commence in the second half of 2027 at Nscale's facility in Barstow, Texas. The partnership also involves an undisclosed investment from Nscale into Figure, indicating a deeper integration of Figure's humanoid robots within Nscale's infrastructure supply chains. No further timeline was disclosed at the time of publication.
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Nscale Acquires Anyscale for $1.65 Billion to Enhance AI Compute Capabilities
Nscale, a British AI neocloud, is acquiring software startup Anyscale for $1.65 billion to expand its AI compute offerings. Anyscale specializes in scaling AI workloads across data centers and servers, having pivoted to support large language models and other AI tasks following the rise of GPT-3 in 2022. This acquisition aligns with Nscale's strategy to build vertically integrated solutions for compute needs, enhancing its capabilities in workload management and scaling. The acquisition is significant as it allows Nscale to deepen its involvement in the AI sector, particularly in managing and optimizing AI workloads. Anyscale's platform, built on the Ray framework, provides essential tools for developers, and its integration with Nscale's existing services will create a more robust infrastructure for AI applications. The deal also reflects the growing trend of consolidation in the AI industry as companies seek to capture a larger share of AI-related spending. Looking ahead, Nscale plans to leverage Anyscale's expertise while maintaining its branding and customer base. The startup's 200 employees will join Nscale, contributing to its ongoing projects and partnerships with major players like Microsoft and British Telecom. No further timeline was disclosed at the time of publication.
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Figure Partners with Nscale to Deploy 100,000 GPUs for Humanoid Robot AI Training
U.S. robotics company Figure has entered a strategic partnership with UK-based Nscale to secure up to 100,000 GPUs for training its next generation of humanoid robots. This collaboration aims to meet the increasing data and computational demands of developing advanced AI models for general-purpose robotics, utilizing NVIDIA’s Vera Rubin platform. The partnership is significant as it represents an initial commitment of $3.5 billion, with plans to expand to over $6 billion. The deployment of this large-scale computing infrastructure is expected to begin in the second half of 2027 in Barstow, Texas. This investment will support Figure's Helix AI system, enhancing the capabilities of its humanoid robots by processing vast amounts of real-world data. Looking ahead, Figure is also scaling its Index dataset, which has gained over 264,000 downloads globally. This dataset is crucial for training AI models by capturing diverse human activities. The collaboration with Nscale is designed to create a comprehensive infrastructure for physical AI, facilitating the transition from model training to real-world deployment of humanoid robots. No further timeline was disclosed at the time of publication.
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