Figure AI has signed its second major commercial partner, potentially paving the way for shipping 100,000 humanoid robots in the next four years. While the client remains undisclosed, speculation points to a major U.S. retailer or tech giant with high labor demands.

The company’s strategy targets both commercial and home markets, focusing on large-scale deployments in logistics, manufacturing, and eventually household assistance. Its first customer, BMW, was announced last year, marking a strong push into industrial automation.

Figure’s rapid development is evident in its humanoid robots, with Figure 02 already achieving 2.68 mph speeds—seven times faster than its predecessor. CEO Brett Adcock highlights the importance of AI-driven learning, emphasizing that neural networks allow the robots to adapt dynamically to new tasks.