Figure AI announced that it had signed its second major commercial partner, bringing the dream of humanoid robots from labs into everyday life closer than ever. CEO Brett Adcock said the deal might make it possible to ship 100,000 humanoid robots over the next four years. While details of the new customer remain under wraps, Adcock claims it is “one of the biggest U.S. companies,” spurring immediate speculation that it could be a large retailer or technology enterprise with significant labor needs. Adcock’s remarks came in an update on LinkedIn, where he emphasized the importance of forging deep relationships with high-capacity customers rather than spreading the company’s efforts thin across many smaller clients. “Our newest customer is one of the biggest U.S. companies,” Adcock 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 automotive giant BMW, which signed on late last year. The latest announcement sets the stage for what could be a significant step toward mainstream adoption of humanoid robots, especially in large-scale operations like manufacturing, logistics, or healthcare.

Full report : Figure AI says it will ship around 100,000 humanoid robots in next four years to take on the Chinese competition.