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Figure says putting “a robot into every home” will require unprecedented compute starting with a $3.5B commitment to $NVDA Vera Rubin.

Shay Boloor

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104,824 views • 20 days ago •via X (Twitter)

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Today, we’re partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform We're committing $3.5 billion initially, with plans to scale beyond $6 billion Bringing a robot into every home demands compute at an unprecedented scale

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Figure

427,558 views • 20 days ago

Today, Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform We're committing $3.5 billion initially, with plans to scale beyond $6 billion To ship a robot into every home, we need a massive amount of compute

Today, Figure is partnering with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin Platform We're committing $3.5 billion initially, with plans to scale beyond $6 billion To ship a robot into every home, we need a massive amount of compute

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2,230,212 views • 20 days ago

$NVDA says it has shipped its first Vera Rubin samples to customers and remains on track for production shipments in 2H. $AMD Helios vs. Vera Rubin is shaping up to be the compute Super Bowl of 2026.

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SpaceX is partnering with @Nvidia to design the Starmind AI1 satellite compute payload. Each of the Starmind satellites will include NVIDIA Rubin GPUs and Vera CPUs for datacenter class space compute →

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Every Home Will Have a Humanoid Robot in 10 Years? “You say in ten years every home will have a humanoid. Almost like the matrix where you get plugged into a system. You’re going to robot in a box — you open up a robot, get out. The robot will semantically learn your preferences. It could just be a nanny, housekeeper, gardener. It’s the Jetsons. Like, all this will be a choice. It will actually get to know you. It needs to know who you are.” Brett Adcock Figure

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Foxconn showed off robots assembling $NVDA Vera Rubin compute trays at VivaTech 2026. • Cable-free • Liquid-cooled • Highly automated AI infrastructure is building itself. Manufacturing is now a core part of the AI investment thesis.

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Jensen Huang says Vera Rubin is now in full production and the supply chain is already twice the size of Grace Blackwell. $NVDA is officially ramping full AI factory systems with CPUs, GPUs and co-packaged optics built directly into the rack.

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NVIDIA Vera Rubin is ramping into full production to power agentic AI factories worldwide. With a supply chain twice as large as NVIDIA Grace Blackwell, Vera Rubin provides manufacturing, cloud, and infrastructure partners with a POD-scale platform to fuel the buildout of tomorrow’s AI factories. Read the press release → #NVIDIAGTC

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Every AI response needs a GPU to run it. Every robot decision needs compute to power it. Every autonomous agent needs infrastructure to live on. We're building that infrastructure. ROBA Compute. Coming soon.

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Brett Adcock, CEO of Figure AI: "we're working until midnight every night... we are here every weekend. By end of 2026, we'll be able to put a robot into home and be able to do fairly long horizon work."

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$NVDA Vera Rubin cycle is officially moving from roadmap to reality with the first operational NVL72 rack now live at $MSFT. Nvidia says production racks are here marking the start of the next major AI infrastructure deployment wave after Blackwell.

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Knox County is one of the greatest place in Tennessee to call home. Betsy Henderson will lead our county with integrity and a commitment to putting Knox County families first.

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12,477 views • 2 months ago

Figure just stacked the two halves of the Physical AI bottleneck a week apart. First Index: a creator network collecting real-world task video at roughly half an hour of uploads every second, across homes and workplaces in 100+ countries. That is the long-tail data you do not get from a lab teleop setup. Then Nscale: $3.5B of compute to start, intent past $6B, up to 100,000 NVIDIA Vera Rubin GPUs. Brett Adcock said they are largely constrained by data and compute. Index is the data bet. Nscale is the compute bet. Figure's own writeup says the quiet part: data alone cannot solve this. My take: Compute is a prerequisite. Collecting more data is critical. But finding the 1% of data that actually teaches the model is what compounds. Search and curation, not just capture. That's the problem we are focused on solving at Foxglove.

Figure just stacked the two halves of the Physical AI bottleneck a week apart. First Index: a creator network collecting real-world task video at roughly half an hour of uploads every second, across homes and workplaces in 100+ countries. That is the long-tail data you do not get from a lab teleop setup. Then Nscale: $3.5B of compute to start, intent past $6B, up to 100,000 NVIDIA Vera Rubin GPUs. Brett Adcock said they are largely constrained by data and compute. Index is the data bet. Nscale is the compute bet. Figure's own writeup says the quiet part: data alone cannot solve this. My take: Compute is a prerequisite. Collecting more data is critical. But finding the 1% of data that actually teaches the model is what compounds. Search and curation, not just capture. That's the problem we are focused on solving at Foxglove.

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“Every home will have a humanoid,” Figure AI’s CEO, Brett Adcock, tells TIME

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$NVDA CEO Jensen Huang confirmed Vera Rubin is heading to space while saying Earth will still carry most data centers & energy demand “for some time to come.” He sees no physical limit to space-based data centers but says the technical challenges still need to be solved first.

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207,107 views • 4 months ago

10x more tokens/second per megawatt as measured by CoreWeave on NVIDIA Vera Rubin platform. That performance reflects a bigger shift in AI infrastructure economics: building AI factories that efficiently turn compute into tokens, and tokens into revenue. It takes extreme co-design across the full stack, combined with an open ecosystem built to innovate and scale. Dion Harris connects the economics to the technology with 5 critical questions every AI infrastructure leader should be asking across compute, networking, storage, software and security. ➡️

10x more tokens/second per megawatt as measured by CoreWeave on NVIDIA Vera Rubin platform. That performance reflects a bigger shift in AI infrastructure economics: building AI factories that efficiently turn compute into tokens, and tokens into revenue. It takes extreme co-design across the full stack, combined with an open ecosystem built to innovate and scale. Dion Harris connects the economics to the technology with 5 critical questions every AI infrastructure leader should be asking across compute, networking, storage, software and security. ➡️

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The NVIDIA Vera Rubin platform is a multi-rack pod-scale system, built to process agentic AI and is now in full production. Built through extreme co-design, Vera Rubin unifies five connected rack-scale systems — the NVIDIA Vera Rubin NVL72, Vera CPU rack, Groq 3 LPX, Vera BlueField-4 STX, and Spectrum-6 SPX Ethernet — all purpose-built for global-scale agentic AI infrastructure. Vera Rubin delivers intelligence at scale, with the performance, efficiency and security needed to power the next industrial revolution. Congratulations to Microsoft, Dell Technologies, and CoreWeave for each standing up their Vera Rubin NVL72 engineering racks. Learn more:

The NVIDIA Vera Rubin platform is a multi-rack pod-scale system, built to process agentic AI and is now in full production. Built through extreme co-design, Vera Rubin unifies five connected rack-scale systems — the NVIDIA Vera Rubin NVL72, Vera CPU rack, Groq 3 LPX, Vera BlueField-4 STX, and Spectrum-6 SPX Ethernet — all purpose-built for global-scale agentic AI infrastructure. Vera Rubin delivers intelligence at scale, with the performance, efficiency and security needed to power the next industrial revolution. Congratulations to Microsoft, Dell Technologies, and CoreWeave for each standing up their Vera Rubin NVL72 engineering racks. Learn more:

NVIDIA

49,740 views • 3 months ago