Nvidia's Next AI Customer Isn't Building Chatbots—It's Building Humanoid Robots

The biggest new customer for Nvidia Corp ‘s (NASDAQ: NVDA ) next-generation AI chips isn’t another chatbot maker or cloud giant. It’s a humanoid robotics company. Figure AI’ s decision to secure access to up to 100,000 Nvidia Vera Rubin GPUs signals that the next wave of AI infrastructure spending may come from teaching robots how to understand and interact with the physical world—not just generate text. Beyond Chatbots Figure this week announced a strategic partnership with AI cloud provider Nscale to deploy up to 100,000 GPUs built on Nvidia’s Vera Rubin platform. The agreement includes an initial $3.5 billion compute commitment, with plans to scale beyond $6 billion, as Figure trains the AI models powering its humanoid robots. Deployments are expected to begin in the second half of 202...