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Figure just dropped its humanoid robot into 30 stranger's homes and it started doing laundry and making beds with zero retraining.
Figure's humanoid robot walked into 30 homes it had never seen and started doing chores.
Making beds, folding towels, tidying rooms.
Figure nearly tripled quarterly profits: loan volume past $4.3B, $226M in net revenue and $87M in net income. Onchain lending is real revenue now, it does not need another philosophical defense. Distribution is the next layer.
#onchainfinance# #lending#
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Figure just committed $3.5B to deploy up to 100,000 $NVDA Vera Rubin GPUs for humanoid robotics and Helix AI.
Nscale is also taking an equity stake and becoming Figure’s preferred compute partner tying its robotics roadmap directly to a dedicated AI infrastructure buildout.
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FIGURE SIGNS $3.5B COMPUTE DEAL WITH NSCALE
Figure is partnering with Nscale to deploy up to 100,000 NVIDIA $NVDA Vera Rubin GPUs for its humanoid robotics and Helix AI models.
Initial deployments are targeted for H2 2027 in Barstow, Texas, with $3.5B of committed compute and plans to scale beyond $6B.
Nscale will also invest in Figure, become a shareholder and serve as its preferred compute provider.
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FIGURE 03 JUST ENTERED THE BMW FACTORY. 🤖🏭
Figure 02 helped build 30,000+ BMW X3s in 2025.
Now Figure 03 is taking over — and its job is getting much harder.
Not just moving parts.
It sorts unordered components, sequences them, and pulls loaded carts using whole-body AI control powered by Helix 02.
Humanoids are moving from demos to the factory floor. 🚀
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Figure’s humanoid can now climb 15 feet up and 15 feet down in about 2 minutes.
How far are we from human-level speed?
Figure posts $87.4M net income as tokenized loan volume jumps 132%
Net revenue reached $225.6 million in the second quarter, more than double a year earlier, on $4.26 billion of consumer loan marketplace volume. Figure Connect accounted for 65% of that.
YLDS, @Figure's SEC-registered yield-bearing stablecoin, grew to $556 million in circulation from $328 million at the end of December. Net take rate slipped to 3.6% from 4.0%.
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FIGURE TECHNOLOGY SOLUTIONS $FIGR Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $225.6M (Est. $208M) 🟢; +113% YoY
🔹 EPS: $0.35 (Est. $0.24) 🟢; +338% YoY
🔹 Net Income: $87.4M (Est. $56.2M) 🟢; +192% YoY
🔹 Adj. EBITDA: $119.4M (Est. $110M) 🟢; +126% YoY
Q3 Guide:
🔹 Consumer Loan Marketplace Volume: $4.8B-$5.2B
Other Q2 Metrics:
🔹 Figure Connect Volume: $2.8B; +262% YoY
🔹 Consumer Loan Marketplace Volume: $4.3B; +132% YoY
🔹 Adjusted EBITDA Margin: 54.6%; +7.4 p.p. YoY
🔹 Operating Income: $77.7M (Est. $78.2M)
Comments:
🔸 “weekly applications now surpassing $1 billion as of July and the pending completion of our Kiavi acquisition”
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Figure robots now have visitor passes!
They have full access to every door on campus. Soon there will be hundreds of them walking around campus, just coming and going
