Figure melted its retired Figure 02 humanoids in a Finnish steel furnace to protect its actuator designs, after US and Mexican foundries turned them away. Teams shipping proprietary hardware with batteries inside now have reason to plan disposal before launch.
Perspective Coverage
5 publishers
- Builder
- Builder 38%
- Operator
- Operator 39%
- Investor
- Investor 23%
Reality
- Evidence45
- Adoption
- Not scored
- Hype gap+25
- Incentives70
- Confidence60
Figure commits $3.5bn of compute to a humanoid market that shipped 19,100 units
Figure's software finished 56% of chores in 30 unfamiliar homes, Boston Dynamics began training Atlas inside a Hyundai plant, and Unitree priced a 22-joint hand at $6,500.
Reality
- Evidence34
- Adoption42
- Hype gap+38
- Incentives72
- Confidence44
Figure's robot averaged three parts per vehicle over 1,250 hours on a BMW line
The one humanoid deployment with published duty numbers did a single station's worth of work, while Chinese makers supplied more than four in five installations worldwide in 2025. Both facts shape a pilot decision.
Reality
- Evidence30
- Adoption38
- Hype gap+45
- Incentives
- Not scored
- Confidence42
The floor on Figure's compute commitment is about twice all the equity it has disclosed raising, and the vendor writing that contract now owns a piece of the customer owing it. Whether the $3.5bn is take-or-pay is undisclosed.
Reality
- Evidence46
- Adoption18
- Hype gap+38
- Incentives86
- Confidence62
The contract value is public and the size of Nscale's stake in Figure is not, which leaves anyone reading a $51bn backlog ahead of a US listing unable to tell how much of that line the seller helped pay for.
Reality
- Evidence46
- Adoption22
- Hype gap+44
- Incentives86
- Confidence58
buildOne report1 publisher Figure sizes its humanoid training run at up to 1,389 Vera Rubin racks
Figure is buying compute the way a frontier lab buys it. The announcements skip the numbers that matter most: how much of the ceiling the initial money covers, and how many megawatts Barstow will draw.
Reality
- Evidence50
- Adoption20
- Hype gap+38
- Incentives76
- Confidence57
buildOne report1 publisher Figure is buying its data moat by the minute, and it just published the price
Index pays crowd contributors for first-person household video. Figure's own figures put contributor spend near $3.75m a month, and they do not reconcile into an hourly wage.
Reality
- Evidence32
- Adoption54
- Hype gap+34
- Incentives82
- Confidence46