NVIDIA Jetson Thor x Figure AI (F.03 Compute Platform)

World leader in accelerated computing and AI (NASDAQ: NVDA). In physical AI, NVIDIA develops the Isaac robotics platform: the GR00T open foundation model, Jetson edge compute (AGX Thor), Isaac Lab and Isaac Sim simulation environments, and Omniverse. NVIDIA positions itself as the platform layer for the humanoid industry. Developer of [GR00T N1](/brains/gr00t-n1), the first open humanoid foundation model.

Sunnyvale-based humanoid-robotics company founded in 2022, among the fastest-moving US humanoid developers from prototype to production partnership. Its industrial humanoid [Figure 02](/models/figure-02) ran a flagship production deployment at [BMW](/companies/bmw)'s Spartanburg plant (since ended); the next-generation [Figure 03](/models/figure-03) (with notably dexterous hands, 16 DoF per hand) is its current platform, increasingly oriented toward both industrial RaaS and eventual home use. Figure develops its own [Helix](/brains/helix) vision-language-action AI and operates BotQ, a manufacturing facility tooled to produce up to ~12,000 Figure robots per year. Financials: Figure raised over $1 billion in a Series C (September 2025) at a $39 billion valuation, a roughly 15x jump from its $2.6 billion valuation in February 2024, bringing total funding raised to roughly $1.7 billion. Investors include NVIDIA and Qualcomm Ventures. Reality check: Figure's elevated valuation is partly home-market optionality; CEO [Brett Adcock](/people/brett-adcock) has acknowledged home autonomy is not yet ready for unsupervised operation, so near-term revenue is industrial robots-as-a-service. The BMW deployment, though small in unit count, represents genuine factory integration rather than lab demos. BotQ's 12,000/yr is production capacity, not current output.