Faraday Future Advances U.S. Expansion and EAI Robotics Strategy
Faraday Future Intelligent Electric known as Faraday Future or FF, has announced a series of strategic initiatives aimed at accelerating its development of embodied artificial intelligence, robotics, U.S. manufacturing and shared intelligent mobility. The California-based company unveiled the plans during Part Two of its FF EAI “Built in USA” Upstream & Downstream Business Partner Conference, Upstream Partner Session and Industry Ecosystem Co-Creation Session.
The announcements represent another stage in Faraday Future’s effort to expand beyond individual intelligent vehicle products and develop a broader Physical AI ecosystem. The company is pursuing opportunities that connect artificial intelligence with physical devices, robotics, mobility services, manufacturing, real-world data and industrial applications.
Among the key developments is a proposed combination of Faraday Future’s EAI robotics business with Nasdaq-listed AIxC. The transaction is intended to create a dedicated publicly traded platform for the robotics business. AIxC is controlled by FFAI and is currently traded under the ticker AIXC. The company plans to change its name to FF EAI Robotics Ecosystem Inc. and its Nasdaq ticker to FFR, effective September 30, 2026.
The strategic initiatives were announced alongside Faraday Future’s participation in the International Conference on Intelligent Robots and Systems (IROS) 2026 in Pittsburgh, Pennsylvania, where the company is participating from September 28 through September 30.
Proposed AIxC Combination Could Create Dedicated Robotics Platform
One of the most significant announcements involves the proposed combination of Faraday Future’s EAI robotics business with AIxC.
On September 28, AIxC announced that it had entered into a non-binding term sheet with FFAI for a proposed all-stock acquisition of FFAI’s robotics business at an approximate valuation of $200 million. The term sheet has been approved by the special committees and boards of both FFAI and AIxC.
Under the proposed transaction, AIxC would acquire the EAI robotics business from FFAI in exchange for AIxC stock. However, the transaction has not yet been completed. It remains subject to due diligence, definitive transaction documents, applicable regulatory and corporate approvals, and other customary conditions.
The SEC-filed term sheet states that it is non-binding except for certain specified provisions. It also contemplates an internal restructuring under which robotics-related assets, intellectual property, data, contracts, employees and liabilities would be contributed to the entity to be acquired by AIxC.
Following the planned name and ticker changes, AIxC would operate as FF EAI Robotics Ecosystem Inc., with the ticker FFR. The company also intends to discontinue its existing crypto strategy and transition toward a robotics-focused business built around Faraday Future’s “Four-Core Full-Stack AI” model.
Faraday Future believes that establishing a dedicated public-market platform could provide its robotics operations with greater operational and financing independence. It could also allow investors to evaluate the robotics business separately based on its own products, commercial activities and long-term development plans.
FFAI is expected to remain the largest and controlling stockholder of FFR after completion of the proposed transaction. This would allow Faraday Future to continue participating in the potential future value created by the robotics business.
Robotics Business Builds Commercial Foundation
Faraday Future and FFR have positioned the approximately $200 million valuation around the existing product portfolio, commercialization progress and future potential of the EAI robotics business.
According to the company, the robotics business has launched 24 products in less than one year. These products span three robot forms, five product series and 11 models. The company says that all of these products have received FCC certification and that humanoid and biomimetic robotic products have already reached commercial delivery.
As of the end of August, cumulative shipments had reached 552 units.
The business also reported an average gross margin of approximately 30.9% on its “Four-Core Full-Stack AI” robotics products during the unaudited second quarter of 2026. Cumulative revenue from the ecosystem was approximately $1.52 million.
Looking further ahead, FFR is targeting positive quarterly operating cash flow during the third quarter of 2028. The company also aims to maintain a Top 3 comprehensive ranking among EAI robotics ecosystem companies over the next five years.
The company has established additional revenue and unit-sales targets as it plans to expand the robotics ecosystem. Total revenue from the “Four-Core Full-Stack AI” ecosystem is expected to reach approximately $7.1 million in 2026 and approximately $45.17 million in 2027.
Over a five-year period, cumulative revenue is projected at approximately $1.98 billion, while cumulative EAI Device sales are targeted to exceed 130,000 units.
These targets reflect the company’s stated intention to move from an early-stage robotics product business toward a broader ecosystem involving hardware, artificial intelligence, software, data and industrial applications.
First New U.S.-Produced EAI Device Targeted for Q1 2027
A central part of Faraday Future’s strategy is the next phase of its “Built in USA” Acceleration Program.
The company is now advancing Phase Two of the program, building on a three-phase roadmap introduced during Part One of its business partner conference on August 26.
The program is designed to develop longer-term U.S. capabilities across research and development, supply-chain integration, regulatory compliance, certification, manufacturing, testing, delivery and services.
As part of this effort, Faraday Future is advancing its Next Futurist and Next Aegis product series while working to establish U.S.-based supply-chain and manufacturing capabilities.
The company is also addressing regulatory and compliance requirements associated with expanding its U.S. operations. On September 2, Faraday Future announced an agreement with AIBOT under which the company would receive advisory services related to FCC requirements, Information and Communications Technology and Services requirements, National Defense Authorization Act requirements and U.S. localization. Faraday Future has also participated in the FCC’s public-comment process.
The company plans to evaluate opportunities to localize production of important EAI Device components, including batteries, motion-control boards, computing boards and robot structures.
This localization strategy is intended to gradually increase U.S.-based assembly, sourcing and manufacturing.
Faraday Future is targeting the first quarter of 2027 for its first new EAI Device to roll off a U.S. production line. The company had previously announced this target as part of its continuing “Built in USA” strategy.
To support production, FF intends to leverage existing manufacturing, supply-chain management, testing, validation and quality-control resources. The company also plans to adapt flexible production lines for final assembly and end-of-line testing of humanoid and quadruped robots.
Over the longer term, Faraday Future intends to develop flexible production capabilities capable of supporting several EAI Device models on shared manufacturing lines. The company describes “Built in USA” as extending beyond final assembly, with a longer-term objective of increasing U.S. participation across product development, core components, supply chains, compliance, production, testing and delivery.
EAI Robotics “Made in USA” Industry Alliance Opens
Another element of the strategy is the launch of the EAI Robotics “Made in USA” Industry Alliance.
Faraday Future is officially opening the alliance to new members as part of the latest business partner conference. The initiative was initially introduced during the company’s August 26 “Built in USA, Benefit the World” event.
The alliance is built around three principles: “Global Innovation. U.S. Platform. Ecosystem Synergy.”
The objective is to bring together companies and organizations from robotics, artificial intelligence, semiconductors, core components, manufacturing, supply chains, research, real-world applications and capital.
The United States is intended to serve as an important platform for innovation, research and development, advanced manufacturing and commercialization.
Faraday Future has identified four broad categories of potential alliance partners.
The first category includes technology and product partners involved in EAI Devices, components, EAI Brain technologies, developer tools, Industry Productivity Solutions and data.
The second category covers manufacturing and supply-chain partners, including factories, manufacturing equipment and processes, testing, quality, certification and component suppliers.
The third group includes commercialization and application partners. These include industry customers, system integrators, channel partners, operators, asset owners and rental-service providers.
The fourth category includes government, research, capital and long-term strategic partners.
Faraday Future plans to work with developers through its EAI Brain and Developer Platform. Suppliers are expected to participate through joint validation and progressive U.S. localization, while industry partners can help identify real-world tasks suitable for deployable Industry Productivity Solutions.
Ten global partners were invited to participate in Part Two of the conference and provide perspectives on the EAI robotics industry and the company’s “Built in USA” initiative.
Faraday Future Expands Toward Physical AI
The restructuring of the robotics business is also connected to a broader strategic evolution for FFAI itself.
Faraday Future plans to develop into a Physical AI investment, incubation and holding company while expanding its automotive and mobility strategy toward shared intelligent mobility and EAI cabin technologies.
The company has identified three principal areas for potential development.
The first is a robotaxi sharing network and shared-mobility operations, including potential connectivity with third-party Robotaxi networks.
The second is EAI cabin commercialization. Faraday Future intends to bring its intelligent-cabin capabilities to other intelligent vehicles and future Robotaxis.
The third is connecting FF vehicles with Robotaxi and shared-mobility networks where technically and commercially feasible.
The company believes these initiatives could build on capabilities developed through intelligent electric vehicles, artificial intelligence, intelligent cabins, shared-platform operations and EAI robotics.
RoboShare is one potential foundation for this strategy. AIxC has publicly identified RoboShare as its top operating priority for the second half of 2026. The platform is designed to connect robot manufacturers and asset owners with customers while coordinating booking, pricing, scheduling, payments and service delivery.
RoboShare is also evaluating expansion into additional AI-device categories, including autonomous shared mobility, as it explores broader Physical AI asset-sharing services.
Five Areas Supporting the Strategic Upgrade
Faraday Future has outlined five areas that it believes can support its transition toward Physical AI and shared intelligent mobility.
The first is the company’s long-term strategic focus. Faraday Future says it introduced its “Four Future Trends” strategy in 2014, covering electrification, artificial intelligence, the Internet and sharing. The company views the development of autonomous driving and the increasing maturity of related technologies as creating opportunities for shared mobility.
The second area is the team’s experience in shared-mobility network operations.
The third is EAI cabin technology. Faraday Future says it has more than 20 years of intelligent-cabin experience and plans to bring its “3rd aiSpace” concept to Robotaxi networks, including Cybercab, as well as conventional intelligent vehicles. The goal is to provide passengers not only with transportation between destinations but also with an AI-powered environment inside the vehicle.
The fourth area is synergy across shared-platform operations. RoboShare already has operating capabilities that Faraday Future intends to extend into Robotaxi mobility services. These activities could include bringing vehicles onto a platform, operating them and providing services to users.
The fifth area is ecosystem investment holding. The planned FFR structure is expected to become the first publicly traded robotics ecosystem that Faraday Future has incubated. The company views this as an opportunity to demonstrate its ability to develop businesses within the Physical AI sector.
A Broader Physical AI Ecosystem
Taken together, the initiatives announced during Part Two of the conference demonstrate Faraday Future’s stated intention to build an interconnected business spanning robotics, artificial intelligence, intelligent vehicles, manufacturing and shared mobility.
The proposed AIxC transaction would create a dedicated public platform for the EAI robotics business, while FFAI would focus more broadly on Physical AI investment, incubation, intelligent mobility and EAI cabin opportunities.
At the same time, the “Built in USA” program is intended to establish progressively greater U.S. participation in the development, sourcing, manufacturing, testing and delivery of EAI products.
The first new EAI Device produced on a U.S. production line is targeted for the first quarter of 2027. The company is also seeking to build an alliance involving technology companies, manufacturers, suppliers, commercial partners, research organizations, government entities and capital providers.
Faraday Future Founder and Global Co-CEO YT Jia described the proposed transaction and broader restructuring as a new starting point for both FFAI and the future FFR. According to Jia, the proposed transaction could give the EAI robotics business a more independent platform for growth and long-term value creation while enabling FFAI to accelerate its evolution around Physical AI and shared intelligent mobility.
The company’s broader objective is to connect global innovation with U.S. technology, manufacturing, supply-chain and commercialization capabilities. Through its “Built in USA” strategy and EAI ecosystem initiatives, Faraday Future is seeking to establish a platform that combines robotics, artificial intelligence, physical devices, manufacturing and mobility services.
The proposed robotics transaction remains subject to due diligence, definitive agreements, approvals and other conditions. Consequently, the planned combination and related strategic changes remain subject to completion of the applicable transaction process.
For now, the company’s announced roadmap centers on three major developments: creating a dedicated public-market platform for its EAI robotics business, advancing U.S.-based production with a first new EAI Device targeted for Q1 2027, and developing a broader Physical AI ecosystem connecting robotics, intelligent mobility, EAI cabin technology and U.S.-based manufacturing capabilities.
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