London-based AI cloud platform Nscale has signed a multi-year strategic partnership with humanoid robotics firm Figure, in a deal worth up to $6bn.
The agreement covers the deployment of NVIDIA’s Vera Rubin platform, with up to 100,000 NVIDIA GPUs. The initial GPUs are targeted for deployment from the second half of 2027 at a site in Barstow, Texas. The initial commitment stands at $3.5bn of compute, with the intent to scale beyond $6bn.
As part of the deal, Nscale will become a shareholder in Figure and its preferred compute provider, powering the next generation of Figure’s Helix models and its humanoid robots. Nscale is also making a separate strategic investment in Figure.
The companies describe the arrangement as a vertically integrated approach to AI: Nscale supplies the power, compute platform and orchestration layer, while integrating NVIDIA’s infrastructure to run Figure’s models – from training through to deployment. The parties said they will also explore scaling Nscale’s supply chain to support humanoid production.
Josh Payne, chief executive and founder of Nscale, said: “We’re excited to partner with Figure as physical intelligence becomes AI’s next frontier. We’ve seen incredible growth with inference and agentic AI and Figure is pushing the boundaries of AI even further. We’re proud to be enabling the future of AI robotics together.”
Jensen Huang, founder and chief executive of NVIDIA, said: “Humanoid robots extend physical AI into the world designed for people – opening a major new industry. Nscale and Figure have activated the robotics flywheel: training Figure’s models on NVIDIA Vera Rubin through Nscale’s AI cloud, validating them in NVIDIA Isaac Sim, and deploying them on NVIDIA GPUs in Figure’s robots. This is the physical AI flywheel that will accelerate the path from models to robots in the world.”
Brett Adcock, founder and chief executive of Figure, said: “To bring humanoid robots to every home in the world, we are largely constrained by data and compute. Our AI model, Helix, becomes more capable the same way every learned system does: with more data and compute. Today we’re excited to partner with Nscale to bring the compute required to make this vision a reality.”
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