엔스케일은 로봇 기업 피규어와 35억 달러 규모의 컴퓨팅 계약을 체결했으며, 이는 최대 60억 달러까지 확대될 수 있다.

Neocloud Nscale has signed a multi-year agreement with humanoid robotics company Figure. Under the terms of the deal, Nscale will deploy up to 100,000 Nvidia Vera Rubin GPUs for Figure at its data center in Barstow, Texas.

The Barstow facility, located at 3013 FM 516, offers 234MW of capacity and is leased from Bitcoin miner Ionic Digital. In addition to supporting Figure, Nscale is deploying AI infrastructure for Microsoft at the same site.

The contract carries an initial value of $3.5 billion, with the intent to scale beyond $6 billion over time. As part of the arrangement, Nscale will make a strategic investment to become a shareholder in Figure and serve as its preferred compute provider. Figure will use Nscale’s compute to train its AI model, Helix.

“We’re excited to partner with Figure as physical intelligence becomes AI's next frontier,” said Josh Payne, CEO and founder of Nscale. “We've seen incredible growth with inference and agentic AI, and Figure is pushing the boundaries of AI even further. We're proud to be enabling the future of AI robotics together.”

“Humanoid robots extend physical AI into the world designed for people - opening a major new industry,” added Jensen Huang, founder and CEO of Nvidia. “Nscale and Figure have activated the robotics flywheel: training Figure’s models on Nvidia Vera Rubin through Nscale’s AI cloud, validating them in Nvidia Isaac Sim, and deploying them on Nvidia GPUs in Figure’s robots. This is the physical AI flywheel that will accelerate the path from models to robots in the world.”

Figure is developing autonomous general-purpose humanoid robots, with the aim of achieving human-level intelligence to enable the robots to perform a variety of tasks in the industrial and home markets. Separately, Nscale is nearing an initial public offering in the US, from which it is reportedly aiming to raise $3bn.