Figure AI Signed a new supply agreement covering humanoid robots, as the company works to secure capacity amid tight global chip supply

Figure AI signed a new supply agreement covering humanoid robots, as the company works to secure capacity amid tight global chip supply.

Power availability, not chip supply alone, is increasingly the constraint that companies in this space say they’re planning around.

The announcement adds to a busy year for the AI infrastructure sector, where compute has become the industry’s central bottleneck.