Wire · technology
Figure bets on up to 100000 GPUs to scale its humanoid AI
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Fusion42 · 10 September 2026 · Fusion42 review
Figure has secured a multi-billion dollar multi-year deal with UK provider Nscale for access to up to 100,000 Nvidia GPUs to train its Helix humanoid AI, aiming for initial deployment in Texas by late 2027. The strategy pairs massive compute scale with a global human task video data collection effort to enhance robot capabilities for factories and homes, though practical performance gains remain unproven.
This Wire brief sits within Fusion42's coverage of Robotics.
◆ ◆ The Wire takeaway
You must prepare for a protracted build-out of AI training capacity that shifts robot performance bets from software to cloud scale. If you supply compute or robotic components, expect demand to concentrate around heavy GPU users like Figure and their cloud partners.
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1 source · 9 Sep 2026
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