Figure Signs Second Commercial Customer, Eyes Shipping 100,000 Humanoid Robots by 2029

In a recent update, Figure, a pioneering company in the realm of humanoid robotics, has announced the signing of their second commercial customer. This milestone brings the potential of shipping 100,000 humanoid robots into the realm of possibility.

Dual Focus: Commercial Market and Home

Figure’s internal strategy is two-pronged, focusing on both the Commercial Market and the Home. On the commercial side, they’ve decided to concentrate on a small number of clients, believing that growing vertically with a few clients is more efficient than spreading thinly across many in the early stages.

BMW: The First Commercial Customer

We signed our first commercial customer, BMW, a year ago and currently have a fleet of robots performing end-to-end operations pic.twitter.com/378k65VxY6

— Brett Adcock (@adcock_brett) January 30, 2025

A year ago, Figure signed their first commercial customer, BMW. Today, they boast a fleet of robots that are integral to BMW’s operations, performing end-to-end tasks. This relationship has been fruitful, showcasing the practical applications of humanoid robots in industrial settings.

A New Major U.S. Company Joins as Customer

New jobs are now posted at Figure, this will be a monster year for us

Join us to build next-generation physical AI, humanoid robots, and all the subsystems that power them:

> AI, Training Infra
> AI, Large Scale Training
> AI, Large Scale Model Evals
> AI, Reinforcement… pic.twitter.com/TaoGa554LH

— Brett Adcock (@adcock_brett) January 21, 2025

The identity of the newest customer, one of the largest U.S. companies, remains undisclosed, but this partnership is significant. It opens up the potential for high-volume shipments, which is crucial for cost reduction and for gathering extensive AI data. With both BMW and this new client, Figure envisions a path to deploying 100,000 robots over the next four years.

AI Advancements: Neural Networks in Action

Last week marked a significant technical achievement when Figure successfully implemented an end-to-end neural network tailored to the new client’s specific use case. This approach, learning through AI rather than traditional heuristics, has proven to be the only viable path. The implementation of these AI policies running smoothly has been likened to witnessing magic.

Next Steps in Development

Looking ahead, Figure plans to continue providing updates as they progress. Their next focus is on training their robots to perform these use case tasks at high speeds and with high performance.