Nvidia lands surprise $6B GPU windfall with humanoid robotics titan Figure
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Nvidia lands surprise $6B GPU windfall with humanoid robotics titan Figure Nauman Khan Thu, September 3, 2026 at 5:18 PM EDT 1 min read NVDA This article first appeared on GuruFocus . AI cloud platform Nscale has entered a multi-year agreement to supply computing capacity to robotics maker Figure. The initial deal is valued at $3.5 billion and could scale to more than $6 billion. Nscale plans to begin deploying Nvidias ( NASDAQ:NVDA ) Vera Rubin platform at its data center in Barstow, Texas, in the second half of 2027, with the potential to reach up to 100,000 GPUs. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. As part of the arrangement, Nscale will take an equity stake in Figure and serve as the robotics company's preferred compute provider. The two companies also plan to explore using Figure's humanoid robots to scale Nscale's supply chain operations. Figure's Helix AI model requires substantial data and computational resources to improve, the company has said. Its Figure 03 robot, designed for household use, appeared at the White House earlier this year with First Lady Melania Trump during a technology summit. The robot is not yet available for sale. The deal deepens Nvidias ( NASDAQ:NVDA ) exposure to the physical AI market through its investments in both Nscale and Figure, potentially supporting long-term demand for its chips.
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