Robo.ai Subsidiary Secures Initial Order for Embodied AI Robot Data Collection

Rhea-AI Summary

Robo.ai (NASDAQ: AIIO) said a subsidiary secured a commercial order to deliver 30,000 hours of Embodied AI robot training data to U.S.-based DaBoss.AI over a 12-month period. Deliverables include multi-modal raw data (RGB-D vision, 6-DoF motion trajectories, force/tactile feedback).

Robo.ai said revenue from the contract will be consolidated under U.S. GAAP via the joint venture and contribute cash flow in fiscal 2026, and management framed the sale as validation of its Embodied AI Data Port strategy and global JV execution.

Positive

• 30,000-hour commercial order secured
• Delivery scheduled over 12 months
• Revenue to be consolidated under U.S. GAAP via JV
• Multi-modal deliverables: RGB-D, 6-DoF, force/tactile
• Validates Embodied AI Data Port commercial model

Negative

• No dollar value disclosed for the order
• Order is tied to a single named customer (DaBoss.AI)
• Revenue recognition and cash timing limited to a 12-month delivery window

News Market Reaction

-7.13% 5.8x vol

29 alerts

-7.13% News Effect

+38.6% Peak Tracked

-20.9% Trough Tracked

-$4M Valuation Impact

$56M Market Cap

5.8x Rel. Volume

On the day this news was published, AIIO declined 7.13%, reflecting a notable negative market reaction. Argus tracked a peak move of +38.6% during that session. Argus tracked a trough of -20.9% from its starting point during tracking. Our momentum scanner triggered 29 alerts that day, indicating elevated trading interest and price volatility. This price movement removed approximately $4M from the company's valuation, bringing the market cap to $56M at that time. Trading volume was exceptionally heavy at 5.8x the daily average, suggesting significant selling pressure.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Embodied AI data hours: 30,000 hours Delivery period: 12 months Valid Data Duration: 30,000 hours +2 more

5 metrics

Embodied AI data hours 30,000 hours Training data to be delivered to DaBoss over contract term

Delivery period 12 months Contractual period for delivering 30,000 hours of data

Valid Data Duration 30,000 hours Quantified as "Valid Data Duration" under the agreement

Automation level Level 4 and above Target models for which the data is designed

Revenue timing Fiscal year 2026 Revenue consolidated into Robo.ai’s 2026 financial statements under U.S. GAAP

Market Reality Check

Price: $0.1303 Vol: Volume 4,177,793 is below...

low vol

$0.1303 Last Close

Volume Volume 4,177,793 is below 20-day average 11,081,951 (relative volume 0.38), suggesting a modest reaction so far. low

Technical AIIO trades at 0.15, well below its 200-day MA of 0.88 and close to its 52-week low of 0.1451, far from the 52-week high of 2.815.

Peers on Argus

AIIO is modestly up while key peers show mixed moves: NWTN up 16.81%, LVWR up 3....

AIIO is modestly up while key peers show mixed moves: NWTN up 16.81%, LVWR up 3.08%, but VLCN and EMPD down 7.28% and 5.15%. No peers appeared in the momentum scanner, pointing to a stock-specific reaction.

Previous AI Reports

5 past events · Latest: Dec 19 (Neutral)

Same Type Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 19	Strategic application	Neutral	-34.4%	Applied to join Shanghai JIDU Auto pre-restructuring as potential strategic investor.
Dec 12	Financing agreement	Negative	-6.0%	Announced <b>$180M</b> package of convertible notes and equity purchase facility.
Oct 23	EGM results	Negative	+6.2%	Shareholders approved increasing authorized capital to <b>US$400,000</b> and expanded board powers.
Oct 09	AEV vehicle order	Positive	+1.3%	Subsidiary Astra secured plan for at least <b>30,000</b> smart electric/autonomous vehicles with W Motors.
Oct 08	EGM announcement	Negative	-15.6%	Called EGM to seek large authorized share increase and broader board powers on capital actions.

Pattern Detected

AI-tagged news has averaged a -9.71% move, with negative reactions common around financing and governance changes, while commercial and automotive deals saw smaller positive moves. Market responses have been mixed, with both aligned and divergent reactions.

Recent Company History

Over recent AI-tagged events, Robo.ai combined strategic financing, governance changes, and automotive partnerships. In October 2025, shareholders approved a large authorized share increase and new governing documents, after an earlier EGM notice outlining those proposals. Subsequent months brought a $180 million financing agreement and an application to participate in JIDU Auto’s pre-restructuring. Commercially, the Astra-W Motors AEV order highlighted product ambitions. Today’s embodied AI data order fits the shift toward monetizing AI capabilities through joint ventures.

Historical Comparison

-9.7% avg move · AI-tagged releases for AIIO have averaged a -9.71% move, often tied to financing and governance shif...

AI

-9.7%

Average Historical Move AI

AI-tagged releases for AIIO have averaged a -9.71% move, often tied to financing and governance shifts. Today’s AI data order continues the AI theme but emphasizes commercial execution rather than balance-sheet or capital-structure actions.

AI news has progressed from governance changes and capital raises to strategic auto and data-center JVs, and now toward monetizing embodied AI through a GCC-based data JV and its first 30,000-hour commercial order.

Market Pulse Summary

The stock moved -7.1% in the session following this news. A negative reaction despite the initial 30...

Analysis

The stock moved -7.1% in the session following this news. A negative reaction despite the initial 30,000-hour data order would fit past AI-tagged patterns, where average moves were -9.71%, often around financing and capital-structure changes. While this news emphasizes commercial validation and 2026 revenue consolidation, investors might still focus on execution risk, past dilution, or the share price’s distance from the 2.815 52-week high when reassessing valuation.

Key Terms

rgb-d vision, 6-dof, force/tactile feedback, u.s. gaap, +1 more

5 terms

rgb-d vision technical

"includes high-value multi-modal raw data (RGB-D vision, 6-DoF motion trajectories,"

RGB-D vision is a type of camera system that records both normal color images (RGB) and a matching depth map (D), which measures how far each point in the scene is from the sensor. For investors, it matters because adding depth turns flat pictures into three-dimensional information, improving tasks like object detection, navigation, and gesture sensing—think of upgrading a photo to a stereo map that lets machines understand size, distance and layout more reliably.

6-dof technical

"multi-modal raw data (RGB-D vision, 6-DoF motion trajectories, and force/tactile"

6-dof (six degrees of freedom) describes a device or system’s ability to detect and control movement in three independent directions — forward/backward, up/down, left/right — plus rotation around each of those directions. For investors, 6-dof signals a higher level of product capability and versatility in fields like virtual reality, robotics, drones and medical devices, which can translate into stronger customer appeal, broader market opportunities and potential pricing or competitive advantage.

force/tactile feedback technical

"6-DoF motion trajectories, and force/tactile feedback), specifically designed for"

Force/tactile feedback is technology that produces physical sensations—such as vibrations, resistance, or pressure—through a device to simulate touch, texture or pushback. Investors care because stronger or more realistic haptic feedback can make products easier and safer to use, create a clear point of differentiation, justify higher prices or accessory sales, and enable recurring revenue from software or platform features—similar to how a high-quality steering wheel improves the perceived value of a car.

u.s. gaap financial

"Financial Consolidation: In accordance with U.S. GAAP, revenue from this"

U.S. GAAP is a set of rules and standards that companies in the United States follow to prepare their financial reports. It helps ensure that financial information is consistent and clear, so investors and others can compare and understand a company's financial health easily.

joint venture financial

"establishment of its Embodied AI data joint venture in Dubai, Robo.ai Inc."

A joint venture is when two or more companies team up to work on a specific project or business idea, sharing both the risks and the rewards. It’s like friends starting a lemonade stand together—each contributes resources and they split the profits, making it easier to succeed than going alone.

AI-generated analysis. Not financial advice.

DUBAI, UAE, Feb. 12, 2026 /PRNewswire/ -- Following recent announcement regarding the establishment of its Embodied AI data joint venture in Dubai, Robo.ai Inc. (NASDAQ: AIIO, "Robo.ai"), a Nasdaq-listed technology company, today disclosed that its subsidiary has secured its first commercial order for Embodied AI data. Under the agreement, the subsidiary will provide 30,000 hours of Embodied AI robot training data to U.S.-based DaBoss.AI Inc. ("DaBoss") over a 12-month delivery period.

Key Order Terms and Financial Impact

This contract marks the substantive launch of Robo.ai's "Embodied AI Data Port" strategy and validates the commercial viability of its business model:

Quantifiable Metrics: The order secures 30,000 hours of "Valid Data Duration".

Diverse Deliverables: The scope includes high-value multi-modal raw data (RGB-D vision, 6-DoF motion trajectories, and force/tactile feedback), specifically designed for training Level 4 and above Embodied AI models.

Financial Consolidation: In accordance with U.S. GAAP, revenue from this transaction will be consolidated into Robo.ai's financial statements through the holding joint venture, contributing definitive cash flow for the fiscal year 2026.

Validation of Global Strategic Synergy

The execution of this project marks the formal commencement of global strategic synergy between DaBoss.AI and Robo.ai. By integrating GCC regional operations into the Joint Venture, the partnership solidifies Robo.ai's strategic position as a core node in the global Embodied AI data supply chain, achieving a deep integration of technical standards with regional resources.

Management Commentary

"This initial 30,000-hour order marks the successful transition of data acquisition from 'heavy-asset operations' to an 'elastic cloud service' model," said Aiden Zhu, Co-founder and U.S. CEO of DaBoss. "The JV's rapid deployment capabilities allow us to immediately provide our Silicon Valley clients with compliant, high-fidelity physical data".

"Recent JV formation was a strategic layout; today's signing is commercial realization," stated Benjamin Zhai, CEO of Robo.ai. "This 30,000-hour order demonstrates the urgent global market demand for high-quality 'physical common sense' data. Robo.ai is leveraging dual barriers of 'technology plus compliance' to rapidly convert orders into revenue, delivering pragmatic performance for our shareholders".

About DaBoss.AI

DaBoss.AI is a premier AI model data service provider headquartered in Silicon Valley, delivering high-quality, real-world human interaction datasets with tangible application value. As a pioneer in global distributed data collection networks, DaBoss is dedicated to transforming non-standardized human behavior into systematic "Digital Intelligence" and serves as a strategic partner to multiple top-tier global AI laboratories.

About Robo.ai Inc. 

Robo.ai Inc. (NASDAQ: AIIO) is a technology company dedicated to building a leading global artificial intelligence machine economy platform. Its mission is to integrate "AI Software, Intelligent Hardware, and Smart Assets" to construct a unified AI operating system and an ecosystem empowered by blockchain, pioneering an intelligent future.

This press release includes "forward-looking statements" as defined in the U.S. Private Securities Litigation Reform Act of 1995, which are subject to risks and uncertainties. Actual outcomes may differ materially from expectations — please refer to the company's SEC filings for details.

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SOURCE Robo.ai Inc.

FAQ

What did Robo.ai (AIIO) announce on February 12, 2026 about Embodied AI data?

Robo.ai announced a subsidiary secured a 30,000-hour Embodied AI data order for delivery over 12 months. According to Robo.ai, the project supplies multi-modal training data and will be consolidated into fiscal 2026 results.

Who is the buyer of the 30,000-hour data order from Robo.ai (AIIO)?

The buyer is U.S.-based DaBoss.AI, as named in the announcement. According to Robo.ai, DaBoss will receive the data across a 12-month delivery period for Level 4+ model training.

How will the 30,000-hour contract affect Robo.ai (AIIO) financials in 2026?

Revenue from the contract will be consolidated under U.S. GAAP and add cash flow in fiscal 2026. According to Robo.ai, consolidation occurs through the holding joint venture structure.

What types of data will Robo.ai deliver under the AIIO order?

The scope includes multi-modal raw data: RGB-D vision, 6-DoF motion trajectories, and force/tactile feedback. According to Robo.ai, data is designed for training Level 4+ Embodied AI models.

What is the strategic significance of the DaBoss order for Robo.ai (AIIO)?

The order is presented as commercial validation of Robo.ai's Embodied AI Data Port strategy and JV model. According to Robo.ai, it marks the start of global operational synergy with DaBoss.

Does Robo.ai (AIIO) disclose the monetary value of the 30,000-hour contract?

No monetary amount was disclosed in the announcement; only hours and delivery terms were specified. According to Robo.ai, financial impact will be recognized via GAAP consolidation in 2026.