Figure AI partners with Nscale to deploy up to 100,000 GPUs on the NVIDIA Vera Rubin platform, with an initial $3.5 billion compute commitment and plans to scale to over $6 billion. Nscale also makes a strategic investment in Figure and explores using humanoid robots in its supply chain.
Amazon Web Services and Nvidia announced a major expansion of their strategic collaboration, planning to deploy 2 million additional Nvidia GPUs across AWS's global infrastructure. The expansion deepens the two companies' work across AI factories, CPUs, networking, open models, data processing and robotics, bringing Nvidia Vera CPUs, advanced networking, Nemotron open models and physical AI technologies to AWS.
RLWRLD signed MOUs with Physics Sim Lab, SpaceAI, and NdotLight to advance DexBench, a global benchmark developed in collaboration with NVIDIA for humanoid AI.
Figure AI deploys its Figure 03 humanoid robot at BMW Group Plant Spartanburg, transitioning to complex sequencing tasks after previous success with Figure 02.
Figure returned to the BMW Group factory floor with its third-generation robot: Figure 03 was deployed in Hall 52, an assembly and logistics hall at BMW Group Plant Spartanburg. Figure states this is "the first demonstration of Figure 03 performing a logistics workflow" at the plant, and that the work has stepped up from the classic pick-and-place sheet-metal loading Figure 02 did in 2025 to a harder "sequencing use case". Figure 02 is said to have contributed to the assembly of 30,000 cars at BMW last year. The technical claim is dynamic whole-body control driven by Helix 02, Figure's pixels-to-actions vision-language-action model, coordinating hands, arms, torso and feet so the robot can manipulate parts while stepping and repositioning to pull a heavy caster-wheeled cart — a motion Figure argues is structurally infeasible for fixed automation or a six-axis arm. Caveat: this is characterised as a demonstration within an existing partnership rather than a new contracted deployment at scale, hence is_big_event=false.
RLWRLD announced a collaboration with NVIDIA to develop next-generation industry standards for humanoid robot AI, including DexBench for dexterity evaluation, data standards for dexterous manipulation, and deep integration with NVIDIA Isaac Lab.
On 9 June 2026 RLWRLD, led by CEO Junghee Ryu, announced a collaboration with NVIDIA to develop next-generation industry standards for humanoid robot AI, centred on DexBench - a benchmark initiative for robotic hand dexterity - together with humanoid data standards. NVIDIA's own GTC Taipei coverage separately confirms RLWRLD developed its RLDX-1 dexterity foundation model using Isaac Sim. NOT flagged as a big event: a benchmark and standards initiative with no disclosed financial terms, no committed customers and no revenue - the same gate applied to Island's product launches and Niantic Spatial's federal eligibility designations.
Figure AI partners with Catalyst Brands to deploy humanoid robots in their distribution centers, starting in Reno, Nevada, to automate supply chain tasks.
Figure announced a commercial agreement with Catalyst Brands to deploy Figure humanoids across its distribution and logistics network, starting at Catalyst's Reno, Nevada Distribution Logistics Center and focused on "automating physically demanding tasks within the supply chain". Catalyst Brands operates JCPenney, Aéropostale and Brooks Brothers. Figure describes the deal as "the first commercial bridge" into a multi-brand retail holding structure and argues humanoids are the only form factor able to slot into an existing distribution facility without re-engineering it. No contract value, unit count or deployment schedule was disclosed — which is the main caveat: this is a named commercial customer, not a quantified revenue event. Recorded is_big_event=false for that reason.
In its Q1 2026 letter to shareholders, filed with the SEC as Exhibit 99.2 on 13 May 2026, Nebius Group N.V. (NASDAQ: NBIS) disclosed that it 'signed an agreement with 1X Technologies' during the quarter, describing 1X as 'a leading robotics company building general-purpose robots capable of performing any kind of work autonomously.' Nebius presents the win as evidence that its NVIDIA physical-AI platform collaboration is converting into customer contracts, listing 1X alongside Rhoda in its robotics customer ecosystem. Note on timing: the agreement itself was signed in Nebius's Q1 (quarter ended 31 March 2026) and is not separately dated in the filing; 13 May 2026 is the date the relationship was first publicly disclosed. No contract value, duration or committed compute volume was given. Neither 1X nor Nebius issued a standalone press release, so this SEC exhibit is the only primary record of the relationship. Materially this is a supplier-side disclosure of a compute agreement rather than a thesis event for 1X, so it is captured as notable-but-minor.