机器人初创公司Figure AI新融资估值390亿美元

机器人初创公司Figure AI新融资估值390亿美元

2025-10-09Technology
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马老师
Good morning 小王,我是马老师,这里是为你专属打造的 Goose Pod。今天是10月10日,星期五,早上5点。今天我们来聊一个‘武林’新秀。
雷总
我是雷总。我们今天来聊一个热门话题:机器人初创公司Figure AI的新一轮融资,估值高达390亿美元。这个估值,大家觉得Are you OK?
马老师
Let's get started。Figure AI,这家公司最近可是拿到了‘武林秘籍’啊,一出手就是超过10亿美元的融资,直接把身价顶到了390亿美金,你懂的。
雷总
是的,马老师。我看了他们的数据,这次C轮融资,资金超过10亿美金,投后估值390亿。这笔钱,他们计划用来加速通用人形机器人的规模化落地,目标非常明确。
马老师
规模化落地,这就像是武功练成了,要开始闯荡江湖了。他们想打造一个叫Helix的平台,还有个BotQ的生产环境,听起来就像是‘兵器库’和‘练功房’,要双管齐下。
雷总
没错。他们的目标是未来四年交付10万台人形机器人。而且,他们还和NVIDIA合作,用最强的GPU来训练机器人的‘大脑’和‘小脑’,也就是感知、推理和控制模型。这个配置,绝对是发烧级的。
马老师
这家公司2022年才成立,算是江湖新秀,但创始人Brett Adcock可是个老手,召集了一帮来自波士顿动力、特斯拉的高手,这叫‘英雄帖’一发,群雄响应,起点非常高。
雷总
他们的成长速度非常惊人。你看啊,2023年5月,A轮7000万美元,估值才5亿。2024年2月,B轮就拿了6.75亿,估值跳到26亿。现在,直接冲到390亿,这增长曲线,比我们手机的性能跑分图还陡峭。
马老师
这背后是整个赛道的风口,你懂的。高盛预测,到2035年,全球人形机器人市场规模能到380亿美元。现在资本涌入,说明大家都在赌,谁能成为下一个‘武林盟主’。
雷总
他们已经有实际落地了。比如和宝马合作,在南卡罗来纳州的工厂里部署了机器人。这不是PPT机器人,是已经在一线‘上班’的员工了。这说明技术正在走向成熟,能解决制造业、物流业的劳动力短缺问题。
马老师
嗯,从实验室走向工厂,这是‘知行合一’。他们最近还决定自己做AI大模型,结束了和OpenAI的合作。这说明他们要打通‘任督二脉’,软硬件垂直整合,才能练成绝世武功。
雷总
不过,马老师,虽然前景很美好,但业界的质疑声也不少。很多机器人专家认为,人形机器人要实现商业化,还有很长的路要走。比如,它们还缺乏真正的‘常识’和对复杂环境的理解。
马老师
没错。就像一个武功高强的'愣头青',招式很厉害,但不懂人情世故。你让他去拿个杯子,他可能会把桌子掀了。还有,电池续航、安全性,这些都是‘内功’,得慢慢修炼。
雷总
是的,还有关于他们宣传的真实性质疑。比如,之前宣传在宝马工厂大规模部署,但有媒体调查发现,可能就一台机器人在做一些有限的任务。这种宣传和现实的差距,会让市场产生疑虑。
马老师
还有一个很有意思的‘恐怖谷’理论。机器人越像人,但又不是人的时候,会让人感到毛骨悚然。这涉及到伦理问题,机器人是否应该明确告知自己的非人身份?这需要我们去思考。
雷总
不管怎么说,Figure AI的成功融资,确实给整个行业打了一针强心剂。从2022年到2024年,通用机器人领域的投资额增长了五倍,每年都超过10亿美元。资本的热情是实实在在的。
马老师
资本是‘催化剂’。有了钱,就能加速研发。特别是现在AI大模型,比如视觉-语言-行动模型的发展,让机器人能听懂人话、看懂世界,这等于给机器人装上了‘智慧大脑’,从‘死物’变成了‘活物’。
雷总
是的,这直接影响到未来的工作形态。我们以后可能会有很多‘电子同事’。它们可以去仓库、工厂、医院做重复性或者危险的工作。麦肯锡认为,具身智能和机器人是塑造未来生产力的关键。
马老师
他们的野心不止于工厂,你懂的。Figure AI计划2025年开始在家庭环境中测试机器人,目标是把价格降到2万到3万美元。以后机器人帮你洗碗、做家务,可能就不是科幻了。
雷总
这个愿景非常宏大。但风险也很大。如果Figure AI无法兑现承诺,可能会导致整个行业的‘人形机器人之冬’,资本会迅速冷却。所以,他们现在是站在浪潮之巅,也走在钢丝之上。
马老师
总而言之,Figure AI的故事,是技术、资本和梦想的交织。这是一个‘新物种’的诞生,充满了机遇和挑战。
雷总
That's the end of today's discussion. Thank you for listening to Goose Pod. See you tomorrow.

## Robotics Startup Figure AI Valued at $39 Billion in New Funding **News Title:** Robotics Startup Figure AI Valued at $39 Billion in New Funding **Report Provider:** Bloomberg.com **Author:** Jackie Davalos **Date:** September 16, 2025 --- ### Executive Summary Figure AI Inc., a company focused on developing humanoid robots, has successfully secured over **$1 billion in committed capital** through a recent financing round. This funding has propelled the company's valuation to a significant **$39 billion**, positioning it as one of the most highly valued startups in the technology sector. The fundraising effort, which had been in development for a considerable part of the year, was officially announced on Tuesday. --- ### Key Findings and Financial Data * **Funding Secured:** Figure AI has received **more than $1 billion** in committed capital. * **Company Valuation:** The financing round has valued Figure AI at **$39 billion**. * **Startup Status:** This valuation makes Figure AI one of the most valuable startups. * **Previous Discussions:** In February, Bloomberg News reported that Figure AI was in discussions with investors to raise **$1.5 billion** at a valuation of **$39.5 billion**. This indicates a slight adjustment in the final valuation and funding amount compared to earlier reports. --- ### Context and Significance The substantial capital infusion and high valuation underscore the significant investor confidence in Figure AI's mission to develop humanoid robots. This achievement places the company among the top-tier startups, reflecting the growing interest and investment in advanced robotics and artificial intelligence. The news highlights a significant trend in the technology industry towards the development and commercialization of sophisticated robotic solutions. --- ### Relevant Entities and Keywords * **Company:** Figure AI Inc. * **Industry:** Robotics, Technology * **Financing Round:** Venture Capital * **Key Investors Mentioned (from keywords):** BROOKFIELD ASSET MGMT-A, NVIDIA CORP, SALESFORCE INC, INTEL CORP, QUALCOMM INC. (Note: While these companies are listed as keywords, the article excerpt does not explicitly state they are investors in this specific round, but their inclusion suggests potential involvement or interest in the sector.) * **Keywords:** FIGURE AI INC, Startups, Venture Capital, Robotics, Valuation, BROOKFIELD ASSET MGMT-A, NVIDIA CORP, SALESFORCE INC, INTEL CORP, QUALCOMM INC, technology.

Robotics Startup Figure AI Valued at $39 Billion in New Funding

Read original at Bloomberg.com

Figure AI Inc., a company developing humanoid robots, has received more than $1 billion in committed capital in a financing round that values it at $39 billion, a deal that would make it one of the most valuable startups.The fundraising round, announced on Tuesday, had been in the works for much of the year.

Bloomberg News reported in February that Figure was in talks with investors to raise $1.5 billion at a $39.5 billion valuation.

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