Figure AI

F.02 was Figure's first mass-produced humanoid to work on real industrial sites; its final deployment sat beside a molten-steel line at a foundry in Imatra, Finland — a public proof point for humanoids in heavy industry. Figure confirmed that fleet scaling now moves to the next-generation F.03.

The release targets the generalization weakness that has dogged VLA models: policies that work in the lab and break in a new building. Figure says Helix 2.5 runs long-horizon housework zero-shot in 30 previously unseen real homes with no per-home fine-tuning — its evidence for moving beyond structured factory floors into the far more varied home.

The agreement starts at $3.5B and can scale to $6B, with capacity sited in Barstow, Texas and delivered in phases from the second half of 2027. It is one of the largest compute commitments ever made by a humanoid company, covering continued training of the Helix models plus inference for a scaling fleet.