Figure AI

Figure's public all-hands recording (published Oct 22, per Humanoids Daily Oct 23): Figure 04 has reached design lock — actuators running in the test lab, ten full battery packs brought up in a week, thermal and load testing next. Adcock also disclosed $2B+ in cash, an initial $3.5B Nscale compute commitment he intends to scale toward $6B, ~$8.1M/week of data spend, 37.5M Index human-video uploads from 112 countries, and the 1,000th Figure 03 built with costs cut >90% from Figure 02. A Helix 3.0 teaser came with no capability breakdown or date.

CEO Brett Adcock reported Figure 03 walked 348 miles (~1.2M steps) over nine days on a treadmill — a hardware endurance stress test, per Adcock's October 19 post and TechRepublic's October 22 coverage. The coverage keeps perspective: the footage shows a tethered robot, and Figure hasn't said whether one robot ran the whole test or whether maintenance/interruptions occurred — so it's a durability signal, not an autonomy claim.

Nvidia has discussed investing another $1 billion in Figure as Figure seeks additional financing at a reported ~$38B pre-money valuation, per The Information (via Humanoids Daily, eWeek and news.az) — unconfirmed talks with no announced terms, on top of Nvidia's existing stake from the September 2025 Series C.

Figure retired its F.02 fleet Terminator-style — a short film, "F.02 Decommission", shows the robot walking itself into a vat of molten steel in Finland, with six melts in 20-minute windows so proprietary hardware never leaves company control. Arnold Schwarzenegger lent his blessing, per Figure's own post and The Verge-era coverage from Interesting Engineering.

Figure introduced Helix 2.5, its most advanced neural network yet — pretrained from scratch entirely on the Index dataset. In blind evaluations across 30 unseen homes, the Index-pretrained policy succeeded on 56% of zero-shot trials vs 9% for a policy trained from scratch, per Figure's announcement — evidence that crowdsourced human video, not architecture, drives generalisation.

Figure signed a multi-year deal with AI cloud firm Nscale committing $3.5B in Nvidia GPU compute for training its physical AI models, according to Forbes and eWeek — more than $1.6B beyond its total funding to date. The company also launched Index, a gig-style app paying humans to generate robot training data.

Per Figure's own announcement, the Nscale partnership targets up to 100,000 NVIDIA Vera Rubin GPUs, initial deployment in Barstow, Texas from H2 2027, with the commitment intending to scale beyond $6B — and Nscale taking a strategic equity stake in Figure. Index, public since late August, has passed 16M videos from 264K downloads, with $15M paid to creators.

Figure 02 robots helped produce 30,000+ cars at BMW Plant Spartanburg over an 11-month deployment. 99% task accuracy. The industry's first proven ROI case.

Figure 03 prototype revealed — sleeker form factor, improved dexterity, designed for broader commercial deployment across multiple industries.

BotQ high-volume manufacturing facility announced. Figure's own factory for humanoid production, designed to scale rapidly.

Backed by OpenAI (vision + language models), Microsoft, NVIDIA, Jeff Bezos, Amazon. $39B valuation as of 2025.