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390亿美元,全球具身智能第一估值来了,英伟达持续加注中
NvidiaNvidia(US:NVDA) 3 6 Ke·2025-09-17 11:53

Core Insights - Figure has successfully raised over $1 billion in Series C funding, achieving a post-money valuation of $39 billion, setting a record in the embodied intelligence sector [1][21] - The funding round was led by Parkway Venture Capital, with participation from notable investors including Nvidia, Brookfield Asset Management, and Qualcomm Ventures [3] Funding Utilization - The new funding will support Figure's development in three core areas: scaling humanoid robots for home and commercial applications, building next-generation GPU infrastructure for training and simulation, and initiating advanced data collection projects [6][12] - The first focus is on expanding the production capabilities of its humanoid robot manufacturing facility, BotQ, to assist in household and labor-related tasks [6][11] - The second focus involves enhancing computational power for the Helix model, which is crucial for perception, reasoning, and control [12] - The third focus is on collecting real-world data to improve the robot's understanding and operational capabilities in dynamic environments [12] Technological Advancements - Figure's Helix architecture, developed after parting ways with OpenAI, is a unified "vision-language-action" model that allows robots to perceive, understand, and act like humans [11][20] - The Helix model has shown significant adaptability, enabling robots to learn new skills without altering the architecture or retraining the model, simply by increasing data input [11] Company Background - Founded in May 2022 by Brett Adcock, Figure gained attention in the humanoid robotics space after raising $675 million in Series B funding in February 2024, with a valuation of $2.6 billion [14] - The company previously collaborated with OpenAI to enhance its robots' language processing and reasoning capabilities but shifted towards developing its own AI models for specific hardware needs [18][20]