Faraday Future Intelligent Electric Inc. a California-based global Embodied AI (EAI) ecosystem company, 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.
For more information, please visit https://www.ff.com/.
