18 August 2026 | News
Image Courtesy: Public Domain
Faraday Future Intelligent Electric Inc. (NASDAQ: FFAI) (“Faraday Future”, “FF” or the “Company”), a California-based global Embodied AI (EAI) ecosystem company, shared a weekly business update from YT Jia, Founder and Global CEO of FF.
“Hello, everyone. Welcome to Issue 68 of our Weekly Report. Here are this week’s key highlights:
1. FFAI reported record revenue for the second quarter, while its EAI robotics business entered a phase of scaling sales at positive gross margins and rapidly growing revenue.
2. During the second half of 2026, we will continue advancing our “Five New Transformations” and fully execute our “Four-Core Full-Stack AI” Q3 Robotics Practical Deployment Campaign.
3. We will implement a comprehensive debt reduction and resolution program and continue advancing our Capital Value Restoration Sub-Campaign, while exploring independent financing and a potential separate listing for the robotics business.
4. We are accelerating the “Built in USA” Acceleration Program, including Phase Two, “Assembled in USA,” for seven FCC-certified robot models.
5. Jerry Wang represented FF at the 2026 J.P. Morgan industry conference in New York, engaging with more than 500 Wall Street investors.
First, FFAI released its second-quarter results this week, reporting record revenue. Our EAI robotics business has entered a phase of scaling sales at positive gross margins and rapidly growing revenue. FF’s seven unique value advantages are gradually translating into operating results, and the Company reduced debt by more than $100 million year over year.
During the second half of the year, we will continue advancing our “Five New Transformations” and fully execute our “Four-Core Full-Stack AI” Q3 Robotics Practical Deployment Campaign through the following initiatives:
On the business side, we will further implement each part of the “Four-Core Full-Stack AI” ecosystem and expand revenue.
First Core — EAI Robot Bodies: We will accelerate the ramp-up of sales, shipments, and deliveries, with a focus on expanding in California, Texas, New York, and the U.S. East Coast. We are working toward our goal of reaching 2,000 cumulative robot sales and shipments by year-end.
Second Core — EAI Brain: We will deepen the integration of NVIDIA’s technology stack with FF’s EAI Brain, robotics platform, and data infrastructure; advance GR00T training and validation for complex grasping and multi-step operations; and move SONIC from simulation toward whole-body control on physical robots, accelerating cross-form-factor and cross-platform capability transfer.
Third Core — Industry Productivity Solutions and Developer Platform: We will advance standardized, replicable, and scalable solutions across education, industrial applications, security and inspection, and other existing markets, with particular focus on nationwide replication of what we believe is the world’s first “Four-Core Full-Stack AI” EAI robotics education ecosystem. By year-end, we plan to produce 100 Skills and expand the developer community to 200 individuals and organizations.
Fourth Core — EAI Data Factory: We aim to reach monthly collection capacity of 2,100 hours of qualified real-world data by the end of August and 20,000 hours by the end of December, for a cumulative 50,000 hours during 2026, strengthening the real-world-data self-evolution flywheel.
On the financial and capital side, the robotics business generated an average gross margin of more than 30% during the first half. However, FFAI’s consolidated results remain unsatisfactory, primarily because of legacy burdens and automotive-related debt, which we continue to address.
The automotive business remains in an investment and product-transition phase. Depreciation and amortization, research and engineering investment, fixed operating costs, and debt and financing costs remain significantly greater than the robotics business’s current gross-profit contribution. Improving robotics profitability has therefore not yet translated into a corresponding improvement in consolidated profitability.
Accordingly, during the second half of the year, we plan to fully implement a comprehensive debt reduction and resolution program designed to maximize FFAI’s financial and capital value.
At the same time, we will continue our Capital Value Restoration Sub-Campaign and explore independent financing and a potential separate listing of the robotics business, reducing the impact of legacy burdens and automotive-related debt and creating greater value for FFAI investors.
We are also accelerating the “Built in USA” Acceleration Program. For seven FCC-certified models across three product series, we plan to expand sales and advance Phase Two, “Assembled in USA.” For new robot-body products, we will accelerate compliance certification under the FCC’s new policy framework.
We plan to share more detailed roadmaps and execution plans at the “Built in USA” Upstream & Downstream Partner Recruitment Conferences on August 26 and September 28. We welcome upstream and downstream partners to contact us and participate.
In addition, Jerry Wang attended the 2026 J.P. Morgan industry conference at its New York headquarters, presenting and taking questions from more than 500 Wall Street investors. The positive response deepened understanding of FF’s EAI robotics development path and supported our capital-value restoration and long-term investor outreach.
