# AI infrastructure and humanoid robotics expansion

> Live situation record from CLSTR: https://clstr.news/situations/ai-infrastructure-and-humanoid-robotics-expansion
> Updated: 2026-09-04T20:43:51.000Z. Sources: 10. Developments: 2.

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.

## Timeline

### 2026-09-04: 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.

7 sources. https://clstr.news/cluster/nscale-seeks-35b-in-pre-ipo-financing-for-ai-infrastructure

### 2026-09-03: 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.

4 sources. https://clstr.news/cluster/openai-enters-humanoid-robotics-as-nscale-commits-35b-to-figure

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Cite as: AI infrastructure and humanoid robotics expansion. CLSTR, https://clstr.news/situations/ai-infrastructure-and-humanoid-robotics-expansion
