Nscale与Figure AI签署$35亿多年期GPU算力协议，Aker ASA持有Nscale 22.8%股权为最直接上市受益标的

Nscale, an AI cloud platform, has signed a multi-year agreement with the robotics maker Figure to provide it with Nvidia's ( NVDA ) Vera Rubin platform with the potential to reach up to 100,000 GPUs, the companies announced today. The initial deal is valued at $3.5B with the potential to scale up to more than $6B. Nscale plans to begin deploying GPUs at its data center in Barstow, Texas, during the second half of 2027. As part of the agreement, Nscale will become a shareholder of Figure and the robotics company's preferred compute provider. What's more, Nscale will explore the potential to use Figure's humanoid robots to scale its supply chain. "Humanoid robots extend physical AI into the world designed for people—opening a major new industry," said Nvidia CEO and founder Jensen Huang. " 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." Nvidia has emerged as a key investor in both the British-based Nscale and the San Jose, California-based robotics firm Figure AI, which was founded in 2022. "To bring humanoid robots to every home in the world, we are largely constrained by data and compute," said Figure founder and CEO Brett Adcock. "Our AI model, Helix, becomes more capable the same way every learned system does: with more data and compute. Today we're excited to partner with Nscale to bring the compute required to make this vision a reality." Figure's latest robot, Figure 03, has been engineered to work in households, with the capability to navigate stairs, tight corners, and shifting layouts. It is not yet available for sale to the general public. The Figure 03 robot made an appearance at the White House earlier this year with First Lady Melania Trump during a technology summit. It is rumored to have a potential sale price of $20,000 to $25,000 when it becomes generally available. Its primary competitor will likely be Tesla's ( TSLA ) Optimus robot, which is also not yet available to the general public. It is expected to have a price tag of $20,000 to $30,000, with Tesla targeting general availability by late 2027.