
Figure AI has announced an ambitious plan to ship 100,000 humanoid robots over the next four years, a goal articulated by founder Brett Adcock. This initiative aims to address labor shortages and enhance productivity across various industries, particularly in manufacturing and logistics.
Overview of Figure AI
- Foundation and Backing: Figure AI emerged from stealth mode in 2023 and is backed by notable tech giants such as OpenAI, Microsoft, and Nvidia[1][2]. The company focuses on creating general-purpose humanoid robots designed to integrate seamlessly into the workforce.
- Commercial Partnerships: Figure AI has secured significant partnerships, including its first client, BMW, which utilizes its robots for end-to-end operations in car manufacturing. Recently, the company announced a second major client, described as one of the largest companies in the U.S., although the identity remains undisclosed[1][3][4].
Production Goals
- Production Targets: To meet its goal of 100,000 units by 2029, Figure AI must produce approximately 1,000 humanoid robots in 2025. This target is deemed achievable based on the capabilities demonstrated by other startups in the field[2][6].
- Robots in Action: The company’s humanoids, including the recently unveiled Figure 02, are designed for high performance with improved AI and computer vision capabilities. The Figure 02 model features a height of 5’6″, a payload capacity of 20 kg, and a runtime of five hours[5][6].
Strategic Focus
- Vertical Growth Strategy: Adcock emphasized a strategy focused on deepening relationships with a select number of clients rather than broadening their customer base too quickly. This approach aims to optimize efficiency and enhance learning from specific use cases[1][2].
- Safety Initiatives: Figure AI is also establishing a Center for the Advancement of Humanoid Safety, which will focus on testing key safety factors such as stability and autonomous navigation. The company plans to work with an independent testing lab to certify its robots’ systems according to industrial standards[2][3].
Competitive Landscape
Figure AI’s ambition positions it among key players in the humanoid robotics market, competing with companies like Tesla and Agility Robotics. While Elon Musk has set aspirational goals for Tesla’s humanoid robots, Figure’s more measured target reflects a pragmatic approach to scaling production and deployment[2][4].
In summary, Figure AI is poised to make significant strides in humanoid robotics through strategic partnerships, focused production goals, and an emphasis on safety and efficiency. As the company prepares to roll out its robots across various sectors, it aims not only to enhance operational capabilities but also to redefine the role of robotics in the workforceCitations:
[1] https://www.iotworldtoday.com/robotics/figure-ai-plans-to-ship-100-000-humanoid-robots-over-next-few-years
[2] https://mikekalil.com/blog/figure-ai-100k-robots/
[3] https://www.forbes.com/sites/johnkoetsier/2025/01/30/figure-plans-to-ship-100000-humanoid-robots-over-next-4-years/
[4] https://www.youtube.com/watch?v=8kIpzlFzYaw
[5] https://www.figure.ai
[6] https://lifeboat.com/blog/2025/02/figure-ai-plans-100000-strong-humanoid-robot-army-to-counter-china
[7] https://www.reddit.com/r/technology/comments/1igy5he/figure_ai_plans_100000strong_humanoid_robot_army/
[8] https://mikekalil.com/blog/engine-ai-robocop/
[9] https://www.linkedin.com/pulse/metal-storm-us-firm-unveils-plan-100000-robot-army-frankie-sholes-vwwhc