Nvidia in talks to invest $1B in Figure AI at $39B valuation

Nvidia is reportedly in advanced talks to invest an additional $1 billion in humanoid robotics startup Figure AI, per The Information. The $39 billion valuation would exceed Goldman Sachs' $38 billion projection for the entire humanoid robot market in 2035. Neither company has confirmed the deal.

• Nvidia already holds equity in Nscale and Figure AI, closing a chips-cloud-robots loop
• Figure AI's $39B valuation tops Goldman Sachs' $38B humanoid market forecast for 2035
• Figure 02 ran 11 months at BMW, loading 90,000+ parts over 1,250+ hours
• Figure leases robots as a service at about $1,000 per robot per month