
r/FFIE

- The Company plans for the first batch of mass-production Super One vehicles to be either the 800V battery-electric model or the AI hybrid extended range (AIHER) model, providing users with stronger product competitiveness and greater value. The original Super One 400V cooperation project will be paused.
- Subject to securing financing from strategic or medium-to-long-term investors and sufficient to support mass-production deliveries, the Company will fully launch FX Super One mass-production vehicle deliveries. Until then, the Company will proceed prudently in a manner that minimizes cost and investment, prioritizes safety, and maximizes stockholder value.
- As the first U.S. company to deliver both humanoid and bionic EAI robots and to expand into the education market, FF is working to convert this first-mover advantage in EAI Robotics into a sustainably leading position in the near term. As of April 30, FF has cumulatively shipped 68 EAI robots with a positive product gross margin. May shipments will continue to accelerate as the Company progresses steadily toward its first delivery quarter target of 200 units.
- Adjustment may affect the Super One delivery timeline, however allowing the Company to concentrate more resources in the robotics business during its critical ramp-up period, substantially reducing near-term cash outflows, accelerate the formation of an operational closed loop, and lower financial risk.
- The Company is in active discussions with potential strategic and medium-to-long-term investors to help secure future financing. The Company is also expected to move away from the highly dilutive convertible bond financing model and maximize stockholder value.
Los Angeles, CA (May 6, 2026) – Faraday Future Intelligent Electric Inc. (NASDAQ: FFAI) (“Faraday Future,” “FF” or the “Company”), a California-based global Embodied AI (EAI) ecosystem company, today announced that, based on strategic cooperation with its bridge strategy partner, the Company plans to upgrade the FX Super One to an 800V architecture or accelerate the AIHER project, while pausing the original Super One 400V cooperation project.
This adjustment represents a proactive optimization and upgrade of the Company’s strategic execution. It is highly significant for the “EAI Robotics + EAI EV” Dual-Engine Strategy and is expected to accelerate the implementation of the overall strategy, more quickly form an operational closed loop, and unlock value across the entire Company.
First Batch of Mass-Production Super One Deliveries Will Be the More Competitive 800V BEV or AIHER Model, Creating Greater Value for Users
The Company believes that the 800V architecture model offers stronger product competitiveness and user value compared to the originally planned Super One 400V model. By adopting a “high-voltage, low-current” approach, the Company expects to fundamentally optimize the electrical architecture, delivering longer range, faster charging speeds, and superior powertrain efficiency. These are the core experiences U.S. users prioritize most for long-distance travel and daily driving.
In parallel, the Company is also advancing development of the AIHER model. As the world's first AI-driven extended-range plus hybrid fusion technology featuring a “strong extended-range, light hybrid” architecture, AIHER is expected to overcome the weaknesses of conventional hybrid and plug-in hybrid systems. It is particularly well-suited to extreme-cold winter regions such as the U.S. East Coast, demonstrating outstanding adaptability and energy efficiency.
Accordingly, the Company's goal is for the first batch of mass-production Super One deliveries to be either the 800V BEV or the AIHER model, in order to create greater value for users. Subject to securing financing from strategic or medium-to-long-term investors and sufficient to support mass-production deliveries, the Company will fully launch Super One mass-production deliveries.
The updated delivery timeline is as follows: once the necessary funding is in place, the Super One 800V BEV is expected to achieve its first phase of delivery within 6 to 9 months, second phase of delivery within 12 to 15 months, and third phase of delivery within 21 to 24 months; the AIHER hybrid model is expected to achieve its first phase of delivery within 9 to 12 months, second phase of delivery within 21 to 24 months, and third phase of delivery within 24 to 28 months.
Optimizing EAI Strategy Execution Cadence, Accelerating an Operational Closed Loop, and Putting Stockholders First
Although FF’s EAI Bridge Model has already enabled relatively asset-light operations, the EV business remains capital-intensive compared to the robotics business. Until the Company secures necessary funding from strategic or medium-to-long-term investors, it will continue to advance prudently in a manner that minimizes cost and investment, prioritizes efficiency, and maximizes stockholder value.
While this adjustment will affect the Super One delivery timeline, concentrating more resources in the robotics business during its critical ramp-up period is expected to substantially reduce near-term cash outflows, accelerate the formation of an operational closed loop, and lower financial risk. As a result, the Company expects to fundamentally move out of a high-risk position, move away from the highly dilutive convertible bond financing model, minimize share dilution, and maximize stockholder value.
The Company has also continued to advance discussions with potential strategic and medium-to-long-term investors, with feedback in recent weeks improving meaningfully relative to earlier periods. The Company recently successfully secured $45 million in financing from a U.S. mid-to-large institutional investor, reflecting capital markets’ growing recognition of and confidence in the “EAI Robotics + EAI EV” Dual-Engine Strategy, particularly the progress of the robotics business and the Bridge Model.
“Three-in-One” EAI Robotics Strategy Accelerates Deployment, Working to Convert First-Mover Advantage into a Sustainably Leading Position
FF’s EAI Robotics business is rapidly entering scaled deployment and has been validated by both the education sector and the capital markets. This reflects the Company's first-mover advantage as the first U.S. company to deliver both humanoid and bionic robots and to comprehensively expand into the education market.
As of April 30, 2026, FF has shipped 68 EAI robots with a positive product gross margin. May shipments are expected to continue to accelerate as the Company progresses steadily toward its first delivery quarter target of 200 units. The Company expects cumulative shipments to exceed 1,000 units in 2026. More importantly, market recognition of FF's EAI Robotics strategy and execution continues to grow, laying the foundation for subsequent scaled deployment.
Through ongoing robot deliveries, ramp-up, and use case expansion, FF is building a self-reinforcing “Device-Data-Brain” business model, where scaled device deliveries and deployment drive data collection and training, which feeds the AI brain, which improves product capability, which accelerates sales and deployment, which generates more data, which advances an even smarter AI brain. Through this accelerating flywheel, FF aims to rapidly convert its first-delivery first-mover advantage in robotics into a sustainably leading position. Looking ahead, on the B2B education front, the Company will focus on advancing strategic partnerships and robot procurement agreements with the first batch of K-12 schools and universities, as well as EAI education summer camps and similar initiatives. On the B2C family education front, FF expects to accelerate execution of its strategy to bring education robots into households, continuing to drive the deployment of the first scaled EAI education system in the United States. Driven by the “EAI Robotics + EAI EV” Dual-Engine Strategy, the Company is entering a new phase of growth.
ABOUT FARADAY FUTURE
Faraday Future is a California-based global intelligent Company founded in 2014 and is dedicated to reshaping the future of mobility through vehicle electrification, intelligent technologies, and AI innovation. Its flagship vehicle, the FF 91, began deliveries in 2023 and reflects the brand's pursuit of ultra-luxury, cutting-edge technology, and high performance. FF's second brand, FX, targets the high-volume mainstream vehicle market. Its first model, Super One, is positioned as a first-class EAI-MPV, with deliveries planned to begin in 2026. FF recently announced its entry into the Embodied AI Robotics business with sales beginning this year, connecting its future strategy of bringing a new era of EAI vehicles and EAI robotics. For more information, please visit https://www.ff.com/.
FORWARD LOOKING STATEMENTS
This press release includes "forward-looking statements" within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995. When used in this press release, the words "plan to," "can," "will," "should," "future," "potential," and variations of these words or similar expressions (or the negative versions of such words or expressions) are intended to identify forward-looking statements. These forward-looking statements, which include statements regarding FX Super One production and delivery, the Company's EAI robotics business, and future financings, involve a number of known and unknown risks, uncertainties, assumptions and other important factors, many of which are outside the Company's control, which could cause actual results or outcomes to differ materially from those discussed in the forward-looking statements.
Important factors, among others, that may affect actual results or outcomes include, among others: the Company's ability to maintain its listing on Nasdaq; the availability of sufficient share capital to execute on its strategy, which the Company currently lacks; the agreement of stockholders to substantially increase the Company's share capital, which could result in substantial additional dilution; the Company's ability to homologate FX vehicles for sale; the Company's ability to secure the necessary funding to execute on the FX strategy, which will be substantial; demand for the Super One; demand for the Company's robotics products; competition in the robotics industry, which includes companies with far superior experience, funding and name recognition; the Company's reliance on a single OEM for most of its robotics products; the Company's ability to get the planned robotics products to comply with all applicable U.S. rules and regulations; the ability of the robotics OEM to timely supply robotics to the Company; tariff uncertainty for imported products, particularly from China; the ability of the U.S. Department of Commerce to review, condition, or prohibit robotics-related transactions with a China OEM; demand from automobile dealers for robotics products; the Company’s ability to maintain its listing on Nasdaq; the Company’s ability to timely regain compliance with Nasdaq’s $1.00 minimum bid price requirement; that the Company’s common stock will be suspended from trading on Nasdaq if the closing price of its Class A common stock is $0.10 or less for 10 consecutive trading days; the availability of sufficient share capital to execute on its strategy, which the Company currently lacks; the agreement of stockholders to substantially increase the Company’s share capital, which could result in substantial additional dilution; the ability to secure the necessary agreements to upgrade the Super One to an 800V architecture or to develop the AIHER model, none of which have been finalized; the Company's ability to design and develop AIHER technology; the Company’s ability to secure financing for the 800V architecture of the Super One; the Company's ability to secure an occupancy certificate for its Hanford facility; the Company's ability to continue as a going concern and improve its liquidity and financial position; the Company's ability to pay its outstanding obligations; the Company's ability to remediate its material weaknesses in internal control over financial reporting and the risks related to the restatement of previously issued consolidated financial statements; the Company's limited operating history and the significant barriers to growth it faces; the Company's history of losses and expectation of continued losses; the success of the Company's payroll expense reduction plan; the Company's ability to execute on its plans to develop and market its vehicles and robots and the timing of these development programs; the Company's estimates of the size of the markets for its vehicles and robots and cost to bring those vehicles to market; the rate and degree of market acceptance of the Company's vehicles; the Company's ability to cover future warranty claims; the success of other competing manufacturers; the performance and security of the Company's vehicles; current and potential litigation involving the Company; the Company's ability to receive funds from, satisfy the conditions precedent of and close on the various financings described elsewhere by the Company; the result of future financing efforts, the failure of any of which could result in the Company seeking protection under the Bankruptcy Code; the Company's indebtedness; the Company's ability to use its "at-the-market" program; insurance coverage; general economic and market conditions impacting demand for the Company's products; potential negative impacts of a reverse stock split; potential cost, headcount and salary reduction actions may not be sufficient or may not achieve their expected results; circumstances outside of the Company's control, such as natural disasters, climate change, health epidemics and pandemics, terrorist attacks, and civil unrest; risks related to the Company's operations in China; the success of the Company's remedial measures taken in response to the Special Committee findings; the Company's dependence on its suppliers and contract manufacturer; the Company's ability to develop and protect its technologies; the Company's ability to protect against cybersecurity risks; and the ability of the Company to attract and retain employees, any adverse developments in existing legal proceedings or the initiation of new legal proceedings, and volatility of the Company's stock price. You should carefully consider the foregoing factors and the other risks and uncertainties described in the "Risk Factors" section of the Company's Form 10-K for the year ended December 31, 2025 filed with the SEC on March 31, 2026, and other documents filed by the Company from time to time with the SEC.
CONTACTS:
Investors (English): ir@ff.com
Investors (Chinese): cn-ir@ff.com
Media: john.schilling@ff.com
Why FF's rebrand-robot strategy make no sense for retail investor
Just get to the main points, here's a quick summary logic with all most recent event.
By operating purely as a middleman for Agibot's A2 and X2 hardware without the shield of a 100% vehicle tariff protection, FFAI faces compounding commercial flaws.
📉 1. Zero Structural Leverage Against True Distributors
Unlike Chinese Electric Vehicles—which face extreme import tariffs in North America—humanoid robots do not currently have an identical trade barrier to shield local assemblers. This completely erodes FFAI's positioning:
- The Brand Cannibalization: When FFAI stamps "FF Futurist" or "FF Master" onto Agibot hardware, it functions as an expensive marketing campaign for Agibot. Any client or academic lab advanced enough to program these machines will easily trace the supply chain back to the original source.
- The Price Disadvantage: True value-added distribution partners can buy direct from the factory floor at wholesale volume, whereas FFAI operates on strained, debt-dependent credit terms. FFAI cannot match the pricing or volume capabilities of established, direct distribution channels in North America.
🛠️ 2. The Warranty and Repair Trap
Humanoid robotics require constant mechanical up-keep, part replacements (actuators, harmonic drives, sensors), and localized support. FFAI is fundamentally unequipped to handle this infrastructure:
- Lack of Capital for Local Support: Setting up a regional robotics depot with specialized diagnostic gear and a component inventory requires millions in upfront capital—funds FFAI does not have, given its reliance on restricted, collateral-locked note facilities.
- The EV Service Conflict: FFAI has failed to scale its own automotive service footprint for the FF 91. It is highly unrealistic to assume they can successfully pivot technicians to service complex, high-maintenance humanoid hardware.
- The Manufacturer Policy Vulnerability: If a critical joint fails or a lidar sensor glitches, FFAI must rely entirely on Agibot's supply chain for parts. If Agibot changes its hardware revision or alters its North American distribution policies, FFAI’s entire inventory risks becoming unserviceable vaporware.
🏫 3. Why Clients and Universities "Play Along"
If universities and specialized auto groups know FFAI isn't manufacturing the hardware, why do they still sign MoUs and host events?
- Free Hardware and PR: To generate the PR headlines required for NASDAQ compliance, FFAI frequently subsidizes these early rollouts or bundles them into highly experimental educational packages. For a university lab, getting access to subsidized humanoid hardware and localized media coverage is an easy win, even if they know the relationship has no long-term commercial viability.
- The "Software App Store" Illusion: YT Jia has aggressively pushed the narrative of the "FF EAI Brain & Developer Platform". This framework attempts to position FFAI as the "iOS of Robotics," where they don't need to build hardware, just the operating ecosystem. However, without a massive installed base of physical robots, developers have zero incentive to build exclusively for FFAI's platform over open-source alternatives like ROS (Robot Operating System).
FFAI is not building a robotics business; it is building a robotics narrative. The moment Agibot or its dedicated distributors scale up direct sales, FFAI will be bypassed completely. Without massive capital to build local maintenance hubs, any technical or warranty liability will break the division's fragile operational structure.
Oh, and it won't be long before Jia and Jerry start to brag about Agibot's next robot G2 on the production line, and create a FF brand name for it:
2014.5 – 2021.9 | The Great Ascent
2021.9 – 2025.4 | Lost in the Storm
2025.4 – 2026.4 | Clearing the Trail
2026.5 – Future | The Next Climb Begins
New Brand Marketing Strategy for Faraday Future!
The Future is Now!
Co-CEO Weekly Report 054 YT has been appointed as Global CEO, with Jerry Wang serving as Executive Chairman; Faraday Future has been upgraded into a Physical AI ecosystem company.
① The Board of Directors has officially appointed me as FF’s Global CEO. With the return of Founder Mode, entrepreneurial spirit, and the founding team, Faraday Future has now entered its fourth stage of development.
② FF has also been formally upgraded into a Physical AI ecosystem company, focusing on two major product lines: humanoid and bionic robotics, as well as vehicle robotics.
③ U.S. government officials, El Segundo City Government Officials and educational institutions attended and extended their congratulations at FF’s 12th anniversary celebration.
#FaradayFuture #FFAI #FoundersMode #PhysicalAI #Humanoids #Robotics
Question they'll forever dodge - Can FFAI Afford Real Engineering?
I believe a lot of people already know Jia's infamous history in China and earned nickname "Accountant Jia", and his background story is readily available on the Wiki.
But the practical question is quite simple, what's his utmost prioirty, and is it in his interest to make FFAI succeed as a manufacturing power house, is it realistic? if anyone buy FFAI's share based on fundamental, R&D, products and its future, the following is essential to grasp:
🛑 1. YT Jia's Personal Debt and Regulatory Status
- The Debt Profile: When Jia filed for Chapter 11 bankruptcy protection in the United States, his restructuring documents revealed $2.3 billion to $3.6 billion in personal debt claims. This massive debt load stems from the spectacular collapse of his previous Chinese technology empire, LeEco.
- The Creditor Trust: Jia restructured his personal debt by creating a creditor trust. He transferred his entire personal equity ownership stake in Faraday Future over to his Chinese creditors.
- The China Return Dilemma: In China, Jia is officially designated on national courts as a "discredited debt defaulter" (老赖). He faces immediate, strict consumption restrictions, potential border exit bans, and intense civil litigation if he returns. For Jia, keeping FFAI alive is his sole mechanism to avoid total asset liquidation. The creditor trust requires FFAI shares to maintain value for his Chinese creditors to recoup their losses.
👔 2. Executive Reshuffling & High-Salary Insiders
Faraday Future executed a highly protective corporate reshuffling:
- Jia Reappointed as Sole Global CEO: To maximize his direct control over the remaining funds, FFAI officially reappointed YT Jia as the company's sole Global CEO.
- Family Control via Jerry Wang: Concurrently, Jiawei "Jerry" Wang (YT Jia's nephew) was appointed as Global Executive Chairman.
- The Compensation Dynamic: These high-tier executive packages—often paired with lucrative bonuses and equity incentives—allow Jia's inner family circle to maintain structural voting power via FF Global Partners. This configuration ensures that whatever financing is injected by institutional convertible notes can continue to flow into executive overhead and affiliate consulting contracts, even as public shareholders experience massive dilution.
📉 3. The R&D Mirage: Can FFAI Afford Real Engineering?
FFAI’s current financial framework leaves virtually zero capital for legitimate, ground-up hardware R&D:
┌─────────────────────────────┐
│ Available Cash Inflows │
└──────────────┬──────────────┘
│
▼
FFAI Financial Priority Matrix
┌────────────────────────────┼────────────────────────────┐
▼ ▼ ▼
┌──────────────────┐ ┌──────────────────┐ ┌──────────────────┐
│ Nasdaq Fees │ │ PR, Videos, │ │ Real Hardware │
│ & Legal Costs │ │ Social Media │ │ Engineering & R&D│
└────────┬─────────┘ └────────┬─────────┘ └────────┬─────────┘
│ │ │
▼ ▼ ▼
CRITICAL PRIORITY HIGH PRIORITY ZERO FUNDING
(To maintain listing) (To drive retail buzz) (Using white-label)
- The Budget Starvation: FFAI's latest financial results show a massive operating cash drain, leaving them with highly restricted capital. Real-world automotive or humanoid robotics R&D requires hundreds of millions of dollars annually in testing facilities, safety certifications, and custom tooling. FFAI simply does not have this liquidity.
- The "Turning Point" Narrative Strategy: Jia's weekly video updates utilize broad, non-binding corporate phrases like "strategic transformations," "new growth chapters," and "EAI Brain flywheels". This language allows the company to generate a continuous stream of social media impressions without having to deliver physical product milestones.
FFAI's core operational priority is capital consumption for corporate survival. By spending their limited funds on high-production-value video marketing, public relations campaigns, and legal compliance (like reverse stock splits), they maintain just enough trading volume to print and sell new shares. The goal is not to become a profitable manufacturing powerhouse, but to prolong the narrative indefinitely so the executive circle can stay funded and stave off personal debt liquidation.
Furthermore, Jia or Jerry stressed so much about "EAI or FFAI's own softwares package" for the robot, but avoids broadcasting footage of its own office labs or internal engineering teams. Thinking most publics are idiots
This absence points directly to their strategic reliance on crowdsourced, open-source code rather than capital-intensive in-house software development.
🖥️ 1. The Strategy: Shifting the R&D Burden to the Crowd
FFAI’s promotional strategy avoids showcasing internal staff because their technical core, the "FF EAI Brain & Open Developer Platform," is designed to shift the burden of engineering away from FFAI:
- Relying on OpenClaw: In corporate updates, YT Jia has stated that FFAI integrates OpenClaw into the agent layer of their robotics platform. Because OpenClaw is an existing open-source framework, FFAI does not need a massive roster of proprietary software engineers to build foundational models from scratch.
- Crowdsourcing "Agent Skills": The corporate goal of the platform is to enlist K-12 students, hobbyists, and university academics to build what they call "Agent Skills". Instead of hiring engineers, FFAI uses an incentive program to encourage external users to program the robots.
- The "Data Closed-Loop Engine": FFAI positions itself as a data assembler. They want external users to operate the hardware and feed data back into their servers. They aim to act as an ecosystem manager rather than a direct developer.
🎥 2. Why the Videos Focus on Tours and Dancing Robots
Focusing promotional media on university workshops, public handovers, and robot dances serves immediate financial purposes over engineering milestones:
┌─────────────────────────────┐
│ FFAI Media Strategy Goal │
└──────────────┬──────────────┘
│
┌────────────────────────────┼────────────────────────────┐
▼ ▼ ▼
┌──────────────────┐ ┌──────────────────┐ ┌──────────────────┐
│ Overcome White- │ │ Generate Low- │ │ Secure Free B2B │
│ Label Skepticism │ │ Cost Content │ │ Data & Validation│
└────────┬─────────┘ └────────┬─────────┘ └────────┬─────────┘
│ │ │
▼ ▼ ▼
Shows a user base, Easier than filming University labs run
ignoring hardware complex internal the tests for them,
origin. coding labs. creating validation.
Overcoming the White-Label Skepticism
If FFAI filmed inside their own offices, the camera would capture engineers working on hardware clearly marked by Agibot or writing code on top of standard open-source systems. Touring universities and showing customers using the robots changes the conversation from "Who engineered this hardware?" to "Look at how many people are joining our community."
Creating Low-Cost Content
Filming a high-end, internal R&D environment requires continuous, verifiable progress. Showing a robot performing a dance, delivering food, or interacting with a crowd generates immediate social media engagement with much lower technical execution requirements.
Validation via Academic MoUs
By focusing on academic entities like the Boston International Business School (BIBS) or hosting events near the Berkshire Hathaway meeting, FFAI uses institutional prestige to build market confidence. This helps keep retail investor sentiment positive while avoiding the high costs of building independent, localized research teams.
⚖️ The Bottom Line
FFAI does not show software development scenes because the community is their development team. FFAI operates an asset-light, open-source framework where the primary technical work is outsourced to universities and third-party developers. Their corporate resources are focused on marketing and event promotion to maintain trading momentum and support further share issuance.
If you are curious about how much their new income is
With respect to Mr. Jia:
● A retention bonus of $800,000 the (“Retention Bonus”), subject to the satisfaction of certain conditions, including a prorated claw back right if Mr. Jia fails to remain employed with the Company for at least forty-eight months beginning on May 5, 2026. The Retention Bonus shall be payable in two equal installments on (i) May 15, 2026 and (ii) May 15, 2027.
● An annual grant of time-based restricted stock units (“RSUs”) having a grant date fair value equal to $5.94 million, vesting in four equal annual installments beginning on May 5, 2027, subject to Mr. Jia’s continued employment with the Company on each such vesting date.
● An annual grant of performance-based restricted stock units (“PSUs”) having a target grant date fair value equal to $5.94 million, vesting in equal installments on each of the first three anniversaries of the achievement of one or more applicable performance metrics to be approved by the Board, subject to Mr. Jia’s continued employment with the Company on each such vesting date.
● A monthly housing allowance of $8,000 (net of any taxes payable).
With respect to Mr. Wang:
● An annual base salary of $600,000 per year.
● An annual cash bonus target of $400,000, subject to the achievement of certain performance objectives established by the Board.
● A promotion bonus of $200,000 the (“Promotion Bonus”), subject to the satisfaction of certain conditions, including a prorated claw back right if Mr. Wang fails to remain employed with the Company for at least forty-eight months beginning on May 5, 2026. The Promotion Bonus shall be payable in two equal installments on (i) May 15, 2026 and (ii) May 15, 2027.
● An annual grant of time-based RSUs having a grant date fair value equal to $1.5 million, vesting in four equal annual installments beginning on May 5, 2027, subject to Mr. Wang’s continued employment with the Company on each such vesting date.
● An annual grant of PSUs having a target grant date fair value equal to $1.5 million, vesting in equal installments on each of the first three anniversaries of the achievement of one or more applicable performance metrics to be approved by the Board, subject to Mr. Wang’s continued employment with the Company on each such vesting date.
● A monthly housing allowance of $6,000 (net of any taxes payable).
Faraday Future Announces that FF AI-Robotics has Signed an MOU with RobotShop, One of North America’s Leading Robotics-Focused E-Commerce Platforms
- FF’s EAI robotics products are now live and available for purchase on RobotShop’s global platform. With FF’s products now live, professional buyers across RobotShop's global network can purchase FF EAI robotics today.
- FF is the first U.S. company to deliver both humanoid and bionic EAI robots and to expand into the education market and has cumulatively shipped 68 EAI robots with a positive product gross margin. May shipments will continue to accelerate as the Company progresses steadily toward its first delivery quarter target of 200 units.
Los Angeles, CA (May 13, 2026) – Faraday Future Intelligent Electric Inc. (NASDAQ: FFAI) (“Faraday Future,” “FF” or the “Company”), a California-based global Embodied AI (EAI) ecosystem company, today announced that FF AI-Robotics has signed an MOU with RobotShop, one of North America’s leading robotics-focused e-commerce platforms. RobotShop is FF’s first FF PAR partner in the EAI robotics category. As part of this MOU, FF's EAI robotics products are already live and available for purchase on RobotShop's platform, with the broader partnership framework to be further developed under the terms of the agreement.
FF AI-Robotics can be found here: https://www.robotshop.com/search?q=FF
With FF's products now live, professional buyers across RobotShop's global network can purchase FF EAI robotics today. The Company believes that the following three strategic pillars define the benefits of the collaboration with RobotShop:
First, industry validation of the FF PAR model — now in market. RobotShop becoming FF's first FF PAR partner in EAI robotics, with products now live on the platform, is a significant t external validation to date of FF's co-creation ecosystem and online direct-sales model. The model is no longer a concept; it is operating in market.
Second, a core gateway to global professional users — open today. With products live on RobotShop, FF achieves immediate product coverage across North America and other core global markets. This directly addresses a major constraint on the sales ramp and substantially compresses the time and cost of building proprietary channels. Professional buyers can purchase FF EAI robotics on RobotShop starting now.
Third, channel infrastructure for FF’s scaled EAI education strategy — activated RobotShop's core user base overlaps closely with the EAI education ecosystem FF is building. With FF products now live on the platform, this channel is actively supporting FF's effort to build the first scaled EAI education system in the U.S. FF's EAI Robotics business is entering scaled deployment and has been validated by both the education sector and the capital markets. This reflects the Company's first-mover advantage as the first U.S. company to deliver both humanoid and bionic robots and to comprehensively expand into the education market.
“Our partnership with RobotShop allows us to bring our full portfolio of EAI Robotics’ products to our users with a practical path to adoption, in an efficient, convenient platform which supports them at every step, from product discovery to distribution,” said Chris Chen, Co-CEO of FF AI-Robotics. “This partnership is a perfect fit for us as it offers strong transactional support for our mission of becoming a physical AI ecosystem company focused on EAI Robotics, matched with RobotShop’s strong global presence and reputation in the robotics industry.”
As of April 30, 2026, FF has shipped 68 EAI robots with a positive product gross margin. May shipments are expected to continue to accelerate as the Company progresses steadily toward its first delivery quarter target of 200 units. The Company expects cumulative shipments to exceed 1,000 units in 2026. More importantly, market recognition of FF's EAI Robotics strategy and execution continues to grow, with the foundation for subsequent scaled deployment in process.
Through ongoing robot deliveries, ramp-up, and use case expansion, FF is building a self-reinforcing “Device-Data-Brain” business model, where scaled device deliveries and deployment drive data collection and training, which feeds the AI brain, which improves product capability, which accelerates sales and deployment, which generates more data, which advances an even smarter AI brain. Through this accelerating flywheel, FF aims to rapidly convert its first-delivery first-mover advantage in robotics into a sustainably leading position.
Looking ahead, on the B2B education front, the Company will focus on advancing strategic partnerships and robot procurement agreements with the first batch of K-12 schools and universities, as well as EAI education summer camps and similar initiatives. On the B2C family education front, FF expects to accelerate execution of its strategy to bring education robots into households, continuing to drive the deployment of the first scaled EAI education system in the United States. Driven by the “EAI Robotics + EAI EV” Dual-Engine Strategy, the Company is entering a new phase of growth.
ABOUT FARADAY FUTURE
Founded in 2014, Faraday Future (FF) is a U.S.-based Physical AI ecosystem company dedicated to reshaping the future of robotics and mobility solutions through AI innovation and technologies. FF focuses on two major product strategies within the Embodied AI (EAI) robotics business: EAI humanoid and bionic robots, and EAI automotive-focused robots. By building a Three-in-One ecosystem of “Device, Data, EAI Brain & Open-Source and Open Platform,” FF aims to create an evolutionary flywheel: scaled device delivery, data collection and training, continuous evolution of the EAI Brain, stronger product capability, and even larger-scale delivery and deployment. Through this flywheel, FF seeks to maximize its commercial value and lead to the advancement of Physical AI. For more information, please visit Faraday Future’s official website: https://www.ff.com/
ABOUT ROBOTSHOP
With nearly 25 years of experience, RobotShop has evolved into a leading global platform for robotics solutions. RobotShop is a trusted partner at every step, from discovery to deployment, from DIY kits to humanoids. We enable robotics to move from idea to real-world application, where robotics and physical AI work for humans. Everything Robotics. Infinite Possibilities. For more information, please visit: www.robotshop.com
FORWARD LOOKING STATEMENTS
This press release includes "forward-looking statements" within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995. When used in this press release, the words "plan to," "can," "will," "should," "future," "potential," and variations of these words or similar expressions (or the negative versions of such words or expressions) are intended to identify forward-looking statements. These forward-looking statements, which include statements regarding FF’s MOU with RobotShop, and the Company's EAI robotics business, involve a number of known and unknown risks, uncertainties, assumptions and other important factors, many of which are outside the Company's control, which could cause actual results or outcomes to differ materially from those discussed in the forward-looking statements.
Important factors, among others, that may affect actual results or outcomes include, among others: the Company's ability to maintain its listing on Nasdaq; the availability of sufficient share capital to execute on its strategy, which the Company currently lacks; the agreement of stockholders to substantially increase the Company's share capital, which could result in substantial additional dilution; demand for the Company's robotics products; competition in the robotics industry, which includes companies with far superior experience, funding and name recognition; the Company's reliance on a single OEM for most of its robotics products; the Company's ability to get the planned robotics products to comply with all applicable U.S. rules and regulations; the ability of the robotics OEM to timely supply robotics to the Company; tariff uncertainty for imported products, particularly from China; the ability of the U.S. Department of Commerce to review, condition, or prohibit robotics-related transactions with a China OEM; demand from automobile dealers for robotics products; the Company’s ability to maintain its listing on Nasdaq; the Company’s ability to timely regain compliance with Nasdaq’s $1.00 minimum bid price requirement; that the Company’s common stock will be suspended from trading on Nasdaq if the closing price of its Class A common stock is $0.10 or less for 10 consecutive trading days; the availability of sufficient share capital to execute on its strategy, which the Company currently lacks; the agreement of stockholders to substantially increase the Company’s share capital, which could result in substantial additional dilution; the Company's ability to continue as a going concern and improve its liquidity and financial position; the Company's ability to pay its outstanding obligations; the Company's ability to remediate its material weaknesses in internal control over financial reporting and the risks related to the restatement of previously issued consolidated financial statements; the Company's limited operating history and the significant barriers to growth it faces; the Company's history of losses and expectation of continued losses; the success of the Company's payroll expense reduction plan; the Company's ability to execute on its plans to develop and market its vehicles and robots and the timing of these development programs; the Company's estimates of the size of the markets for its vehicles and robots and cost to bring those vehicles to market; the rate and degree of market acceptance of the Company's vehicles; the Company's ability to cover future warranty claims; the success of other competing manufacturers; the performance and security of the Company's vehicles; current and potential litigation involving the Company; the Company's ability to receive funds from, satisfy the conditions precedent of and close on the various financings described elsewhere by the Company; the result of future financing efforts, the failure of any of which could result in the Company seeking protection under the Bankruptcy Code; the Company's indebtedness; the Company's ability to use its "at-the-market" program; insurance coverage; general economic and market conditions impacting demand for the Company's products; potential negative impacts of a reverse stock split; potential cost, headcount and salary reduction actions may not be sufficient or may not achieve their expected results; circumstances outside of the Company's control, such as natural disasters, climate change, health epidemics and pandemics, terrorist attacks, and civil unrest; risks related to the Company's operations in China; the success of the Company's remedial measures taken in response to the Special Committee findings; the Company's dependence on its suppliers and contract manufacturer; the Company's ability to develop and protect its technologies; the Company's ability to protect against cybersecurity risks; and the ability of the Company to attract and retain employees, any adverse developments in existing legal proceedings or the initiation of new legal proceedings, and volatility of the Company's stock price. You should carefully consider the foregoing factors and the other risks and uncertainties described in the "Risk Factors" section of the Company's Form 10-K for the year ended December 31, 2025 filed with the SEC on March 31, 2026, and other documents filed by the Company from time to time with the SEC.
CONTACTS:
Investors (English): ir@ff.com
Investors (Chinese): cn-ir@ff.com
Media: john.schilling@ff.com
Faraday Future Data Factory Signs First Sales Order, Closing the Data Commercialization Loop of the “Three-in-One” EAI Ecosystem Strategy
- As the first U.S. company to deliver both humanoid and bionic robots, FF holds a significant first-mover advantage in building a “Device sales - real-world deployment - data collection - Brain model tuning - real-world Brain model updates” data closed loop in the U.S.
- The Data Factory comprises Centralized and Decentralized components and, powered by FF's proprietary data engine, refines massive real-world raw data into high-value structured action assets directly usable for robot training, establishing a high-margin, asset-light, and recurring-purchase closed-loop data business model.Going forward, the Data Factory will continue to build capabilities for efficient, large-scale data collection, and structured processing, transforming low-cost raw data from real-world deployments into high-quality training data through advanced post-processing. At the appropriate time, FF also plans to open source select data capabilities to contribute to the advancement of the Physical AI industry.
Los Angeles, CA (May 12, 2026) -- Faraday Future Intelligent Electric Inc. (NASDAQ: FFAI) (“Faraday Future,”” FF,” or the “Company”), a California-based global Embodied AI (EAI) ecosystem company, today announced that its Data Factory Business Unit has signed its first sales order. As a key pillar of FF’s “Three-in-One” EAI ecosystem strategy spanning Device, Brain, and Data, the Data Factory's launch closes the EAI ecosystem's data commercialization loop and continues to strengthen the Device-Data-Brain flywheel effect.
The Data Factory consists of two components: Centralized and Decentralized. The planned Centralized Data Factory supplies the foundational training data required for the base version of the EAI Brain, reinforcing the foundation for model iteration. The Decentralized Data Factory uses low-barrier distributed data collection to disrupt the traditional custom-built data collection approach and is tightly integrated with the real-world deployment of EAI Devices, enabling data to continuously flow back from real-world scenarios into the EAI Brain and driving ongoing evolution of model capabilities. Building on this architecture, the Company is constructing a “Device sales - real-world deployment - data collection - Brain model tuning - real-world Brain model updates” data closed loop. As the first U.S. company to deliver both humanoid and bionic robots, FF holds a significant first-mover advantage in building this closed loop in the U.S.
On the product and technology side, the Data Factory leverages FF's proprietary Data OS to refine internet data and low-cost distributed collection data at scale into high-value structured action assets directly usable for robot training, completing the critical leap from unstructured raw data to structured training data. On the commercial side, the Company is building a high-margin, asset-light, and recurring-purchase closed-loop data business model around data services, standardized data products, and subscription offerings. Beyond supporting the closed loop of the "Three-in-One" EAI ecosystem, data produced by the Data Factory can also be sold externally to generate revenue. Within two months of launching the Data Factory, the Company has completed the initial build-out of the Decentralized Data Factory and concluded the signing of its first order, laying the foundation for scaled expansion ahead.
“The formal establishment of the Data Factory is not just the realization of a key link within our 'Three-in-One' EAI ecosystem strategy. It also signals that FF is building core infrastructure for the Physical AI era,” said Chris Chen, Co-CEO of FF AI-Robotics. “If the EAI Brain is the engine, data is the fuel that powers its continuous evolution. Through the coordination of our Centralized and Decentralized Data Factories, we are turning every real-world Device deployment into the driving force for upgrading Brain capabilities. We look forward to working with global ecosystem partners to build the Data Factory into critical data infrastructure that advances the Physical AI industry.”Looking ahead, alongside scaling its operations and external sales, the Data Factory will develop the capability to convert low-cost real world raw data into high-quality training data through post-processing, further expanding data production scale. At the appropriate time, FF will also open source select data capabilities to contribute to the Physical AI industry. The continued build-out and expansion of the Data Factory will steadily amplify the “Device-Data-Brain” flywheel effect, rapidly converting FF’s first delivery first-mover advantage into a sustainably leading position and further solidifying FF's strategic standing as a global leader in the EAI ecosystem.
About Faraday Future
Founded in 2014, Faraday Future (FF) is a U.S.-based Physical AI ecosystem company dedicated to reshaping the future of robotics and mobility solutions through AI innovation and technologies. FF focuses on two major product strategies within the Embodied AI (EAI) robotics business: EAI humanoid and bionic robots, and EAI automotive-focused robots. By building a Three-in-One ecosystem of “Device, Data, EAI Brain & Open-Source and Open Platform,” FF aims to create an evolutionary flywheel: scaled device delivery, data collection and training, continuous evolution of the EAI Brain, stronger product capability, and even larger-scale delivery and deployment. Through this flywheel, FF seeks to maximize its commercial value and lead to the advancement of Physical AI. For more information, please visit Faraday Future’s official website: https://www.ff.com/
Forward-Looking Statements
This press release includes "forward-looking statements" within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995. When used in this press release, the words "plan to," "expect," "will," "should," "future," "potential," and variations of these words or similar expressions (or the negative versions of such words or expressions) are intended to identify forward-looking statements. These forward-looking statements, which include statements regarding the future development and scaling of FF's Data Factory, the continued build-out of FF's "Three-in-One" EAI ecosystem strategy, future external sales of Data Factory output and related revenue generation, the planned development of post-processing capabilities to convert low-cost internet data into high-quality model-training data, the future open-sourcing of select data capabilities, the ongoing evolution of the EAI Brain, and FF's strategic positioning within the global EAI ecosystem, involve a number of known and unknown risks, uncertainties, assumptions and other important factors, many of which are outside the Company's control, which could cause actual results or outcomes to differ materially from those discussed in the forward-looking statements. Important factors, among others, that may affect actual results or outcomes include, among others: the Company's ability to maintain its listing on Nasdaq; the availability of sufficient share capital to execute on its strategy, which the Company currently lacks; the agreement of stockholders to substantially increase the Company's share capital, which could result in substantial additional dilution; demand for the Company's robotics products; competition in the robotics industry, which includes companies with far superior experience, funding and name recognition; the Company's reliance on a single OEM for most of its robotics products; the Company's ability to get the planned robotics products to comply with all applicable U.S. rules and regulations; the ability of the robotics OEM to timely supply robotics to the Company; tariff uncertainty for imported products, particularly from China; the ability of the U.S. Department of Commerce to review, condition, or prohibit robotics-related transactions with a China OEM; demand from automobile dealers for robotics products; the Company’s ability to maintain its listing on Nasdaq; the Company’s ability to timely regain compliance with Nasdaq’s $1.00 minimum bid price requirement; that the Company’s common stock will be suspended from trading on Nasdaq if the closing price of its Class A common stock is $0.10 or less for 10 consecutive trading days; the availability of sufficient share capital to execute on its strategy, which the Company currently lacks; the agreement of stockholders to substantially increase the Company’s share capital, which could result in substantial additional dilution; the Company's ability to continue as a going concern and improve its liquidity and financial position; the Company's ability to pay its outstanding obligations; the Company's ability to remediate its material weaknesses in internal control over financial reporting and the risks related to the restatement of previously issued consolidated financial statements; the Company's limited operating history and the significant barriers to growth it faces; the Company's history of losses and expectation of continued losses; the success of the Company's payroll expense reduction plan; the Company's ability to execute on its plans to develop and market its vehicles and robots and the timing of these development programs; the Company's estimates of the size of the markets for its vehicles and robots and cost to bring those vehicles to market; the Company's ability to cover future warranty claims; the success of other competing manufacturers; current and potential litigation involving the Company; the Company's ability to receive funds from, satisfy the conditions precedent of and close on the various financings described elsewhere by the Company; the result of future financing efforts, the failure of any of which could result in the Company seeking protection under the Bankruptcy Code; the Company's indebtedness; the Company's ability to use its "at-the-market" program; insurance coverage; general economic and market conditions impacting demand for the Company's products; potential negative impacts of a reverse stock split; potential cost, headcount and salary reduction actions may not be sufficient or may not achieve their expected results; circumstances outside of the Company's control, such as natural disasters, climate change, health epidemics and pandemics, terrorist attacks, and civil unrest; risks related to the Company's operations in China; the success of the Company's remedial measures taken in response to the Special Committee findings; the Company's dependence on its suppliers and contract manufacturer; the Company's ability to develop and protect its technologies; the Company's ability to protect against cybersecurity risks; and the ability of the Company to attract and retain employees, any adverse developments in existing legal proceedings or the initiation of new legal proceedings, and volatility of the Company's stock price. You should carefully consider the foregoing factors and the other risks and uncertainties described in the "Risk Factors" section of the Company's Form 10-K filed with the SEC on March 31, 2026; and other documents filed by the Company from time to time with the SEC.
Investors: ir@ff.com
Investors (Chinese): cn-ir@faradayfuture.com
Media: john.schilling@ff.com