Figure / Humanoid Robotics
Embodied AI / robot-foundation-model frontier
Figure, along with Tesla Optimus, Nvidia GR00T, and Physical Intelligence, is racing to build robot foundation models for humanoid labor, the next demand frontier for compute and real-world data. Embodiment extends the AI value chain into manufacturing, logistics, and physical actuation supply chains.
Valuation
~$39B (2025)
Category
Humanoid / VLA
How it fits the stack
Figure / Humanoid Robotics with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
Figure / Humanoid Robotics in the AI stack. Figure / Humanoid Robotics with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 4 entities, 3 relationships
- Figure / Humanoid Robotics —uses→ Google DeepMind
- Figure / Humanoid Robotics —depends on→ Nvidia Data-Center GPU (Blackwell/Rubin)
- Figure / Humanoid Robotics —depends on→ Nvidia Research