英伟达拟再投 10 亿美元加码 Figure：黄仁勋焦虑 AI 需求降温，借资本分散模型依赖IT之家 · 智能时代T2Industry & Ecosystem

IT之家 · 智能时代 · 10/8/2026, 1:49:20 AM

Nvidia Plans $1B Investment in Figure as Jensen Huang Seeks to Diversify AI Model Dependencies

By IT之家Original title: 黄仁勋焦虑 AI 需求降温，曝英伟达拟再投 10 亿美元加码人形机器人企业 Figure

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Executive Summary

Nvidia is reportedly discussing a further $1 billion investment in humanoid robot maker Figure to mitigate risks associated with cooling AI demand and over-reliance on a few key customers like OpenAI. This move aligns with CEO Jensen Huang's strategy to foster thousands of diverse AI models via initiatives involving Nemotron and startups like Poolside, thereby decentralizing revenue sources and strengthening Nvidia's long-term market position.

SOURCE COVERAGEOriginal coverage

On October 8, The Information reported, citing a source familiar with the matter, that Nvidia had discussed investing an additional $1 billion in humanoid robot manufacturer Figure (IT Home note: approximately RMB 6.712 billion at current exchange rates). This investment plan had not been previously disclosed. Figure is seeking further funding at a pre-money valuation of approximately$ 38 billion (approximately RMB 255.073 billion at current exchange rates).

Nvidia is already an investor in Figure; one year ago, the company raised over $1 billion (approximately RMB 6.712 billion at current exchange rates) at the same valuation.

Jensen Huang Anxious About Cooling AI Demand, Reports Suggest Nvidia Plans Additional $1 Billion Investment to Boost Humanoid Robot Firm Figure

According to the source, Nvidia may also invest in two categories of startups: companies helping to develop its Nemotron open-source models, and those building other AI applications. Part of the reason Nvidia agreed to spend $6 billion (approximately RMB 40.275 billion at current exchange rates) to license software from Poolside and hire its employees was to accelerate the development of Nemotron. Poolside staff launched the open-weight Laguna AI model earlier this year.

Nvidia CEO Jensen Huang, who leads the company’s investment strategy, remains uneasy about its global market position. He has previously admitted feeling anxious about the possibility of cooling demand for AI or the emergence of products capable of replacing Nvidia chips, which could cause the company to lose its dominant status.

Nvidia holds $99 billion (approximately RMB 664.533 billion at current exchange rates) in cash and securities, alongside robust cash flow. Huang aims to leverage the company’s financial strength to foster the growth of thousands of AI models, preventing a scenario where only a few models thrive. This strategy is intended to reduce Nvidia’s financial reliance on OpenAI and a small number of other major customers. Nvidia disclosed that three clients accounted for 44% of total sales in the six months leading up to July.

An investor familiar with Nvidia’s deals, who focuses on AI infrastructure and applications, stated: “If I were involved in Jensen Huang’s strategic decision-making, I would do everything possible to support thousands of models serving thousands of different use cases.”