Figure AI has announced its second major commercial partnership, bringing humanoid robots closer to everyday use. CEO Brett Adcock revealed the deal could enable the shipment of 100,000 robots over the next four years.
While the new customer remains undisclosed, Adcock described it as “one of the biggest U.S. companies,” sparking speculation it could be a major retailer or tech firm with significant labor needs.
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Subscribe to the NewsletterAdcock shared the update on LinkedIn, emphasizing the importance of deep relationships with high-capacity customers. “Our newest customer is one of the biggest U.S. companies,” he said.
“It gives us potential to ship at high volumes which will drive cost reduction and AI data collection. Between both customers, we believe there is a path to 100,000 robots over the next four years.”
The company’s first publicly named client is BMW, which partnered with Figure AI last year. This latest development signals a major step toward mainstream adoption of humanoid robots in industries like manufacturing, logistics, and healthcare.
Adcock outlined Figure AI’s dual-market strategy, targeting both commercial and home use. Commercial applications include factories and distribution centers, while domestic robots could assist with chores or healthcare tasks.
The company has rapidly advanced its technology, launching its first humanoid, Figure 01, just 31 months after incorporation. Figure 02 followed, and reports suggest Figure 03 is already “up and running in the lab.”
Figure 01 debuted in January 2024, operating at 17 percent of an average human’s walking speed. Figure 02 has since increased that speed sevenfold, moving at 3.9 feet (1.2 meters) per second, or roughly 2.68 miles per hour.
Adcock highlighted the role of AI in the robots’ development, stating, “Last week, we successfully began running an end-to-end neural network on the new client’s use case. Learning the use case with AI is the only path here as heuristics would be impossible to write.” He added that each AI-driven instance “feels like pure magic.”
The humanoid robotics market is highly competitive, with players like Agility Robotics, Tesla’s Optimus, and Chinese firms like Agibot and MagicLab vying for dominance.
China has made significant strides, with Agibot aiming to produce 1,000 humanoid robots by the end of 2024 and MagicLab deploying its third-generation MagicBot for industrial training. China’s 2023 strategy aims to integrate humanoid robots into its industrial fabric by 2027.
Figure AI’s progress positions it as a leader in the commercial robotics sector. Adcock believes high-volume shipments will create a feedback loop for AI data collection and design improvements.
The company’s innovations have earned recognition, with Figure 02 featured in Interesting Engineering’s top 10 humanoid robots to watch in 2025 and Figure AI listed among Forbes’ top 16 humanoid robot manufacturers.
