Nscale signs $3.5bn compute agreement with robotics company Figure

Neocloud provider Nscale has entered into a multi-year agreement with humanoid robotics company Figure, marking one of the largest compute deals tied to the emerging physical AI sector. The partnership positions Nscale as Figure's preferred compute provider and includes a strategic investment that will make Nscale a shareholder in the robotics firm.

Under the agreement, Nscale will deploy up to 100,000 Nvidia Vera Rubin GPUs for Figure at its data center in Barstow, Texas. The facility, leased from Bitcoin miner Ionic Digital and located at 3013 FM 516, offers 234MW of capacity. Nscale is also deploying AI infrastructure for Microsoft at the same site, underscoring the growing demand for large-scale GPU capacity in the region.

The contract carries an initial value of $3.5 billion, with the intent to scale to more than $6 billion over time. Figure will use Nscale's compute resources to train Helix, its AI model designed to power autonomous humanoid robots capable of performing tasks across industrial and home markets.

“We're excited to partner with Figure as physical intelligence becomes AI's next frontier,” said Josh Payne, CEO and founder of Nscale. “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."

“Humanoid robots extend physical AI into the world designed for people - opening a major new industry,” added Jensen Huang, founder and CEO of Nvidia. “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.”

The deal highlights how compute providers are increasingly targeting specialized AI workloads beyond traditional cloud inference and training. As humanoid robotics moves closer to commercial deployment, the need for dedicated, high-density GPU infrastructure is expected to grow, and partnerships like this one could become a template for how robotics firms secure the massive compute resources required for advanced model development.

Nscale is also nearing an initial public offering in the U.S., from which it is reportedly aiming to raise $3 billion. The company's expansion in Texas, combined with strategic agreements such as this one, signals its ambition to become a major player in the AI infrastructure market.