Physix Frontier · News Briefing Card (IT Home · Oct 8, 2026)

Nvidia Weighs Another $1B Investment in Figure

KEY FACTS

Nvidia has discussed investing another $1 billion in humanoid robot maker Figure.
Figure is seeking more funding at a pre-money valuation of about $38 billion.
Nvidia may also invest in companies developing the open-source Nemotron model.
Nvidia may also invest in companies developing other AI applications.
Nvidia holds $99 billion in cash and securities, giving it ample cash flow.

KEY DATA

$1 billionProposed investment amount

$38 billionFigure pre-money valuation

$99 billionNvidia cash and securities

PHYSIX OBSERVATION

While anxious about cooling AI demand, Nvidia is pouring money into robot bodies and the open-source model ecosystem, signaling a shift from selling chips to binding itself to the application layer. Figure is still hunting for money at a $38 billion valuation, so the humanoid robot track holds bubble and opportunity at once; watch whether Nvidia can trade capital for the entry point to the next computing platform.

Source: IT Home report