Nscale commits $3.5B to Figure's robot cloud

Nscale and Figure announced a multi-year partnership built around up to 100,000 NVIDIA GPUs, with an initial $3.5 billion compute commitment that could scale above $6 billion, targeted for deployment from the second half of 2027. Nscale’s announcement puts the first capacity at its Barstow, Texas facility and makes Nscale Figure’s preferred compute provider and a shareholder. The commitment is prospective, not installed capacity; builders tracking Figure’s factory-floor robot strategy should treat delivery dates and robot throughput—not GPU headlines—as the proof point.