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[SITUATION] · [QUIET] · [BUSINESS]

2 clusters · 10 sources · 2 days · First seen · Last updated

AI infrastructure and humanoid robotics expansion

Overview

The AI infrastructure and robotics sectors are seeing significant capital movement and strategic partnerships. OpenAI CEO Sam Altman has confirmed the company is developing humanoid robots to create the “brain” for physical AI, noting that human shapes are ideal for interacting with a world designed for humans.

Simultaneously, UK-based AI cloud provider Nscale is expanding its footprint. The company has committed at least $3.5 billion in computing power to the robotics startup Figure, with plans to deploy massive GPU clusters in Barstow, Texas, starting in late 2027. This deal, which could scale to over $6 billion, involves the acquisition of up to 100,000 NVIDIA Vera Rubin GPUs.

Nscale is also pursuing $3.5 billion in pre-IPO financing, including potential investments from Nvidia and Third Point, as it targets a $30 billion valuation. The company reports a massive surge in its contracted revenue backlog, reaching approximately $103 billion, driven by major agreements with Anthropic, Microsoft, and OpenAI.

Entities

Nvidia · Nscale · Goldman Sachs · OpenAI · Figure

Timeline

  1. 7 days ago

    [BUSINESS] 7 sources
    Nscale seeks $3.5B in pre-IPO financing for AI infrastructure

    AI infrastructure provider Nscale is seeking $3.5 billion in pre-IPO financing, including $2 billion from Nvidia, ahead of a potential $30 billion valuation and upcoming public listing.

  2. 8 days ago

    [TECHNOLOGY] 4 sources
    OpenAI enters humanoid robotics as Nscale commits $3.5B to Figure

    OpenAI is entering the humanoid robot market, while Nscale has committed over $3.5 billion in AI cloud capacity to robotics startup Figure to support training advanced physical AI.

Sources

china.timesofnews.com · cryptobriefing.com · forbesliberia.com · interestingengineering.com · it-daily.net · newsbytesapp.com · techcrunch.com · theNEXTweb.com · thetechnologyexpress.com · toray.co.jp