All compute deals

Figure compute deals

Public agreements, delivery targets, and source evidence for Figure.

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Market overview

The commitments behind the buildout

Selected public agreements. Amounts follow the selected filters. Compute purchases and the facilities hosting them can describe the same capacity.

Capacity by contract layer
LayerStated amountUp toMore than
Compute purchases———
IT power leases———
Campus projects———

Upper limits are not firm commitments. Minimums are not exact totals. Each column stands alone; the three layers must not be added together.

Compute purchase agreements

$3.5B

Stated contract values, over their full terms

Additional upper-limit values

—

Additional minimum values

—

1 agreements with comparable USD values. Excludes financing, construction budgets, monthly fees, and overlapping contract updates. These are purchase commitments, not annual capital expenditure.

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Buyer / developerAgreementsCompute: statedCompute: up toCompute: overDated targets
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Time to Power

When is capacity expected?

1 dated targets · 0 without a first-capacity window

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0 elapsed targets await delivery evidence

Delivery confirmation is still needed for these records. An elapsed target alone does not establish a delay.

Actual time to power: not established

Company targets describe expected availability. Measured time to power requires a dated start and site-level energization evidence.

2027

9–16 months away

Figure / Nscale

Barstow, Texas, United States · Initial GPU deployment targeted for H2 2027

First compute capacity · A first phase may cover only part of the agreement.

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How to read these dates and figures

Dates are the original announced windows. A vague year keeps a full-year range; construction completion and equipment release dates are excluded. 1 announcements disclose no MW allocation. 0 quantified records are excluded from capacity comparisons because their scope is not comparable or overlaps. Export the CSV for the source, quantity terms, and inclusion basis of each agreement.

1 announcement

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AI compute deals, newest announcements first
AnnouncedBuyer / partnerValueCapacityLocation / timingDetails
Sep 3, 2026

Figure

Nscale

Cloud compute

$3.5B · Multi-year; exact term undisclosed

Undisclosed

Barstow, Texas, United States

Initial GPU deployment targeted for H2 2027

9–16 months to target

Agreement signed
Deal details

Initial compute commitment for Figure’s Helix models. Intent to expand above $6B is not an additional signed commitment. Nscale’s separate equity investment is undisclosed and excluded. GPU count is a potential upper limit; customer MW and energization date are undisclosed. Deployment target does not establish operational delivery.

Hardware: Potential deployment of up to 100,000 NVIDIA Vera Rubin GPUs

Nscale September 3 Figure agreement ↗Assess this deal
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