Wire · technology
Nscale, Figure ink US$3.5 billion AI compute deal with NVIDIA GPUs
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Fusion42 · 8 September 2026 · Fusion42 review
Nscale and humanoid robotics company Figure have signed a multi-year AI compute deal valued initially at US$3.5 billion, potentially scaling to over US$6 billion, involving the deployment of 100,000 NVIDIA GPUs to support Figure's AI models and robots, starting 2027 in Texas.
This Wire brief sits within Fusion42's coverage of AI Infrastructure.
◆ ◆ The Wire takeaway
Your AI or robotics startup must prepare to compete with large-scale compute buyers like Nscale and Figure who are locking in massive GPU capacity early. This deal reveals a new benchmark for AI infrastructure deals and buying power that can squeeze smaller players out of key hardware availability.
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1 source · 8 Sep 2026
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