Nvidia Discusses Another $1B Figure AI Investment as Robot Compute Demand Surges

$NVDA is reportedly discussing another $1 billion investment in Figure AI as the humanoid robotics company prepares for a major expansion in training compute.
Figure plans to use roughly 100,000 Nvidia Vera Rubin GPUs through Nscale beginning in 2027, representing approximately 230 MW of GPU capacity dedicated to robot training.
The scale highlights physical AI as another potential demand curve for Nvidia, with humanoid robotics requiring substantial data-center compute for model training before AI systems are deployed into physical machines.