Figure has retired its previous robot generation and now builds a humanoid redesigned for home use that already works at BMW. Its latest Helix and Index data results are the clearest public sign that one robot brain could move from factory floors into houses.
Figure AI, the San Jose humanoid robotics company founded by Brett Adcock, builds third-generation robots on its in-house Helix model. Figure reports over 350 units built by April 2026, and its newest Helix release produced the first zero-shot home results in September 2026.
Founded: 2022 · HQ: San Jose, CA, USA · Team: 500-750 · CEO: Brett Adcock · Funding: $1.9B total raised: $100M seed (2022), $70M Series A (May 2023), $675M Series B (Feb 2024), $1B+ Series C (Sep 2025, led by Parkway Venture Capital); undisclosed Nscale strategic investment (Sep 2026) · Valuation: $39B (Series C, Sep 2025)
About Figure AI
Figure AI was incorporated as a C-Corp in late 2022 by Brett Adcock, who previously co-founded Vettery (sold to Adecco in 2018) and Archer Aviation (SPAC IPO at a $3.8 billion valuation in 2021). Adcock seeded the company with $100 million of personal capital, betting that labor shortages in physically demanding industries and rapid advances in neural network control had made a commercially viable humanoid robot possible. Headquarters moved from Sunnyvale to a 98,700-square-foot campus at 3960 North First Street in San Jose, California, in March 2025, housing engineering, fleet operations, and early manufacturing.
Figure has built three robot generations, and its own company page now frames them as a path from factory to home. Figure 01 took its first steps in May 2023. Figure 02 went to work at BMW's Spartanburg, South Carolina plant, where it contributed to the assembly of 30,000 cars in 2025. On September 30, 2026 Figure announced it was decommissioning the F.02 fleet because maintaining it no longer made sense as the F.03 fleet grows; most F.02 robots were melted at a foundry in Finland, and a few remain in storage at headquarters. Figure 03, unveiled on October 9, 2025, was redesigned for home use with soft goods, wireless charging, and a battery certified to the UN38.3 standard. Figure's own homepage now leads with household help, and the company has said an F.04 is in development.
All three generations run on Helix, Figure's proprietary vision-language-action neural network developed in-house after the company ended its OpenAI collaboration in February 2025. Helix 02, introduced in January 2026, controls the whole body, and on June 30, 2026 Figure showed F.03 doing a sequencing workflow in Hall 52 at BMW Plant Spartanburg, pulling a heavy cart on caster wheels while stepping and repositioning. On September 17, 2026, Figure introduced Helix 2.5, a successor policy pretrained entirely on human video. Tested with no data collection or fine-tuning across 30 unseen Bay Area homes on three whole-body tasks (tidying toys, folding towels, making beds), it succeeded zero-shot on 56% of attempts versus 9% for an identical policy trained from scratch, according to Figure.
The training data comes from Index, which Figure launched on August 25, 2026 as a data-collection app on Google Play and the App Store. Figure reports more than 264,000 downloads across 108 countries, over 44,000 weekly active users, 16 million uploaded videos, and $15 million paid to the people who contribute footage. The company says it plans to spend over $1 billion in the next 12 months on data and compute. On September 3, 2026 it announced a partnership with Nscale for up to 100,000 NVIDIA Vera Rubin GPUs, targeted for initial deployment from the second half of 2027 in Barstow, Texas, with an initial $3.5 billion compute commitment that Figure says could scale past $6 billion. Nscale is also making a strategic investment in Figure; the amount is undisclosed. Figure leans on NVIDIA for training and in-robot GPUs, and Microsoft and the OpenAI Startup Fund were early backers.
Manufacturing runs through BotQ, the dedicated facility in California. Its first line was designed for up to 12,000 robots per year. On April 29, 2026 Figure said BotQ had delivered over 350 Figure 03 robots and moved from one robot per day to one per hour, with end-of-line first-pass yield above 80%. Those are company-reported figures.
Funding rounds: $100 million personal seed from Adcock in 2022; $70 million Series A in May 2023; $675 million Series B in February 2024 at a $2.6 billion post-money valuation, with Microsoft, Nvidia, OpenAI Startup Fund, Bezos Expeditions, Intel Capital, Salesforce, LG Technology Ventures, Qualcomm Ventures, and T-Mobile Ventures participating; and a $1 billion-plus Series C in September 2025 at a $39 billion post-money valuation, led by Parkway Venture Capital with Brookfield Asset Management and Macquarie Capital. Total raised across the priced rounds is about $1.9 billion, before the undisclosed Nscale investment.
Figure sells robots directly to enterprise customers in manufacturing and logistics. BMW Group is the anchor customer. On May 26, 2026 Figure announced a commercial agreement with Catalyst Brands, the owner of JCPenney, Aeropostale, and Brooks Brothers, to deploy humanoids in its distribution network, starting at the Reno, Nevada logistics center; Figure called it the first commercial link to a Brookfield portfolio company. No per-unit pricing or revenue figures are public, and the planned Robot-as-a-Service layer is not yet a published product.
Brett Adcock is Figure's founder and CEO. The company has publicly discussed home pilots for Figure 03, but its site lists no waitlist or consumer price. Figure keeps Helix proprietary and publishes little external research, though it posts detailed blog results such as Helix 2.5.
Primary competitors include Tesla (Optimus), Agility Robotics (Digit), Boston Dynamics (Atlas), and 1X Technologies on hardware, and Physical Intelligence and Skild AI on the robot foundation model side. The case for the others: Boston Dynamics has a long record of reliability from robots already fielded, Tesla has Gigafactory-scale manufacturing, and Physical Intelligence sells a model that works across many robot bodies while Figure's Helix is tied to its own hardware. Figure's robots target structured indoor settings; outdoor unstructured work is not addressed.
Figure's robots are physical hardware subject to OSHA workplace safety rules in the US, CE marking for EU commercial deployments, and ISO robot safety standards, not the EU AI Act's software obligations. No trust center, data processing agreement, or enterprise data retention policy is published. Enterprise customers negotiate data handling in their commercial contracts, and Figure says Helix inference runs on the robot. Separately, Figure posted a notice on July 8, 2026 warning of unauthorized attempts to sell Figure stock. Executives have discussed an IPO publicly, though nothing has been filed.
Mission
To build the world's first commercially viable autonomous humanoid robot for tasks that are unsafe, undesirable, or chronically unfilled.
Products
- Figure 03 (Humanoid robot for home and commercial use (F.03 at BMW Spartanburg since June 2026)): https://www.figure.ai/figure
- Helix (Proprietary vision-language-action robot AI model (Helix 2.5, September 2026)): https://www.figure.ai/helix
- Index (Human video data-collection app feeding Helix training (launched August 2026)): https://www.figure.ai/index-app
- BotQ (In-house robot manufacturing facility (12K units/year design capacity)): https://www.figure.ai/news/ramping-figure-03-production
- Figure 02 (Previous-generation industrial humanoid (decommissioned September 2026)): https://www.figure.ai/news/f-02-decommission
Links
Frequently Asked Questions
How much funding has Figure AI raised?
Figure AI has raised about $1.9 billion across four priced rounds, the latest a Series C of over $1 billion that Parkway Venture Capital led, valuing the company at $39 billion. Its September 2026 Nscale partnership also includes a strategic investment from Nscale, and the amount has not been disclosed. The Series B in February 2024 valued the company at $2.6 billion. Figure has filed nothing for an IPO yet.
What robots does Figure AI make in 2026?
Figure 03 is the current robot, redesigned for home use with soft goods and wireless charging, and it has also worked at BMW Plant Spartanburg since June 2026. Figure 02 was decommissioned on September 30, 2026, and most of that fleet was melted in Finland. Figure 01 was the 2023 prototype, and all three ran on Helix. Home pilots have been discussed publicly, but no consumer price or waitlist is listed on its site.
Who are Figure AI's customers and partners?
BMW Group is the anchor customer, where Figure 02 contributed to 30,000 cars in 2025 and Figure 03 began a sequencing workflow in June 2026. Catalyst Brands, owner of JCPenney, Aeropostale, and Brooks Brothers, signed a deployment agreement on May 26, 2026, starting at its Reno, Nevada logistics center. Nscale supplies planned training compute, and NVIDIA is a technology and investor partner. Figure has not published customer pricing.
How does Figure AI train its Helix model?
Figure trains Helix on a mix of robot data and human video. Its Index app, launched August 25, 2026, pays contributors to upload footage of everyday tasks, and Figure reports over 16 million videos and $15 million paid out. Helix 2.5 was pretrained on that video library and reached 56% zero-shot success in 30 unseen homes, versus 9% for a policy trained from scratch. For compute, Figure plans a large NVIDIA Vera Rubin GPU cluster through Nscale from 2027.
Does Figure AI publish security certifications or a data policy?
Figure is a hardware maker, so it does not publish SOC 2, ISO 27001, or GDPR certifications like a software vendor. Its obligations run through OSHA workplace rules, CE marking in Europe, and ISO robot-safety standards, and its Figure 03 battery is certified to UN38.3. No trust center or data retention policy is published, so enterprise data handling is set in each commercial contract.
Top Alternatives
- Physical Intelligence: Pick Figure for vertically integrated humanoid; pick π for hardware-agnostic foundation model.