AI · SEMICONDUCTOR · FACT CHECK
SKD WIREPartly True
Figure AI, the humanoid robotics startup often described as closely trailing Tesla in the race to commercialize humanoid robots, has formed a large-scale computing alliance valued in the range of 8 trillion won, according to reporting on the deal. The arrangement is aimed at securing the AI computing capacity needed to train the models that power Figure's robots.
Figure AI has positioned itself as one of the most prominent challengers to Tesla's Optimus program, developing general-purpose humanoid robots backed by major investors. The newly reported alliance centers on computing resources — a critical input for training the large AI models that allow humanoid robots to perceive and act in unstructured environments.
The deal is described as being on the scale of roughly 8 trillion won, underscoring the intensity of investment flowing into embodied AI development as companies race to field commercially viable humanoid platforms.
Details of the alliance — including the exact value, the counterparties involved, and the timeline for deploying the computing capacity — have not been fully disclosed. The characterization of Figure as "closely trailing Tesla" reflects the two companies' prominence in the humanoid field rather than a verified head-to-head performance metric.
Access to large-scale compute has become a decisive competitive factor in robotics, where training general-purpose policies for physical tasks demands substantial GPU capacity. A computing alliance of this size would give Figure resources comparable to those of far larger rivals as the humanoid market moves from demonstrations toward deployment.
Figure AI's reported multi-trillion-won computing alliance strengthens its position against Tesla, but with key deal terms still undisclosed, the claim that it has "formed an 8 trillion won-scale computing alliance while closely chasing Tesla" is Partly True.
