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Faraday Future (NASDAQ: FFAI) reports robotics record, 'Built in USA' push

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(Neutral)
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Rhea-AI Filing Summary

Faraday Future Intelligent Electric Inc. reports that its FF EAI Robotics business achieved July sales and shipments of 152 units, setting another monthly record. Cumulative sales and shipments reached 394 units as of the end of July, against a stated full-year shipment target of 2,000 units.

Management outlines a three-phase FF EAI Robotics “Built in USA” Acceleration Program, moving from localized AI platforms to “Assembled in USA” and ultimately “Made in USA” robot devices. This strategy responds to a July 28 U.S. Federal Communications Commission decision to add certain foreign-produced advanced robotic devices and power inverters to its Covered List. The company states that all current robots under its “Four-Core Full-Stack AI” strategy already hold required FCC certifications and remain eligible for U.S. supply, and it plans to accelerate future regulatory approvals. Extensive risk disclosures highlight liquidity pressures, going-concern uncertainty, dependence on external financing, competitive and regulatory challenges in robotics and vehicles, and the possibility of seeking protection under the Bankruptcy Code if future financings fail.

Positive

  • None.

Negative

  • Risk disclosures highlight going-concern uncertainty, stating the company faces liquidity pressures, currently lacks the ability to pay all outstanding obligations, depends on additional financings, and notes that failure of such financings could lead to seeking protection under the Bankruptcy Code.

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Item 8.01 Other Events Other
Voluntary disclosure of events the company deems important to shareholders but not covered by other items.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
July robotics sales and shipments 152 units FF EAI Robotics sales and shipments in July, described as another monthly record
Cumulative robotics sales and shipments 394 units Cumulative FF EAI Robotics sales and shipments as of the end of July
Full-year robotics shipment target 2,000 units Stated full-year shipment target for FF EAI Robotics
FCC policy date July 28 Date the U.S. FCC added certain robots and power inverters to its Covered List
Embodied AI (EAI) technical
"a California-based global Embodied AI (EAI) ecosystem company"
Embodied AI (eAI) means artificial intelligence that operates through a physical body or robot—sensors, motors and software working together so the system can move, sense its surroundings and interact with people or objects. Investors care because eAI combines hardware and software sales, ongoing service and data streams in ways similar to selling both a smartphone and its app ecosystem; that mix affects revenue growth, margins and long-term platform value.
Four-Core Full-Stack AI technical
"under our “Four-Core Full-Stack AI” ecosystem strategy"
Covered List regulatory
"added foreign-produced advanced robotic devices ... to its Covered List"
A covered list is the set of stocks or securities that a brokerage, research team, or analyst actively monitors and writes reports about. Like a gardener’s list of plants they tend, it shows where the firm spends time and expertise; for investors this matters because inclusion means more public research, trading coverage, and quicker reaction to news, while exclusion can mean less information and liquidity.
at-the-market program financial
"the Company’s ability to use its “at-the-market” program"
An at-the-market program is a way for a company to sell new shares of its stock gradually over time directly into the stock market, rather than all at once. This approach allows the company to raise money as needed while giving investors the opportunity to buy shares at current market prices. It helps manage the timing and price of new stock offerings, providing flexibility for both the company and investors.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What robotics sales did Faraday Future (FFAI) report for July 2026?

Faraday Future reported July sales and shipments of 152 FF EAI Robotics units, described as another monthly record. Management framed this as a strong first-month result for its Q3 Robotics Practical Deployment Campaign under the company’s “Four-Core Full-Stack AI” ecosystem strategy.

What is Faraday Future’s (FFAI) full-year shipment target for its robotics business?

The company cites a full-year shipment target of 2,000 FF EAI Robotics units. As of the end of July, cumulative sales and shipments totaled 394 units, which management characterizes as steady progress toward that annual goal within its Embodied AI robotics strategy.

How does the new FCC policy affect Faraday Future’s (FFAI) robotics products?

On July 28, the FCC added certain foreign-produced robots and power inverters to its Covered List. Faraday Future states that all current FF robots already hold required FCC certifications, are not affected by the new policy, and will continue to be supplied in the U.S. market.

What is Faraday Future’s (FFAI) “Built in USA” Acceleration Program?

The FF EAI Robotics “Built in USA” Acceleration Program has three phases: localized implementation of AI cores, transition to “Assembled in USA” robot devices and FCC-relevant parts, and ultimately “Made in USA” robots and certain components, aligned with evolving U.S. regulatory requirements.

What key risks does Faraday Future (FFAI) emphasize in this update?

Risk disclosures note the company’s ability to continue as a going concern, insufficient liquidity to pay outstanding obligations, reliance on new equity and debt financing, intense robotics and EV competition, regulatory and tariff uncertainties, and the possibility of seeking Bankruptcy Code protection if financings fail.

How does Faraday Future (FFAI) view competitive dynamics after the FCC Covered List change?

Faraday Future believes the FCC’s new policy will raise regulatory and compliance barriers for foreign OEMs, potentially reducing competitors and encouraging suppliers and customers to partner with compliant U.S.-based companies, which the company sees as a competitive advantage for its robotics business.
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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

FORM 8-K

 

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d) OF THE

SECURITIES EXCHANGE ACT OF 1934

 

Date of Report (Date of earliest event reported): August 2, 2026

 

Faraday Future Intelligent Electric Inc.

(Exact name of registrant as specified in its charter)

 

Delaware   001-39395   84-4720320
(State or other jurisdiction   (Commission File Number)   (I.R.S. Employer
of incorporation)       Identification No.)

 

1990 E. Grand Ave.    
El Segundo, CA   90245
(Address of principal executive offices)   (Zip Code)

 

(424) 276-7616 

(Registrant’s telephone number, including area code)

 

Not Applicable

(Former name or former address, if changed since last report)

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

 

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

 

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

 

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

 

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

 

Securities registered pursuant to Section 12(b) of the Act:

 

Title of each class   Trading Symbol(s)   Name of each exchange on which registered
Class A common stock, par value $0.0001 per share   FFAI   The Nasdaq Stock Market LLC

 

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

 

Emerging growth company

 

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.

 

 

 

 

 

 

Item 8.01 Other Events.

 

On August 2, 2026, the Company issued a press release in which Global CEO YT Jia shared his weekly investor update, discussing a monthly robotics sales record, the launch of the EAI Robotics “Built in USA” acceleration program, and a preview of the Faraday Future “Built in USA” industry chain partner recruitment conference. The information in this Item 8.01 and Exhibit 99.1 furnished hereunder shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), nor shall they be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

  

Item 9.01 Financial Statements and Exhibits.

 

(d) Exhibits. The following exhibits are filed with this Current Report on Form 8-K:

 

No.   Description of Exhibits
99.1   Press Release, dated August 2, 2026
104   Cover Page Interactive Data File (embedded within the Inline XBRL document).

 

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SIGNATURE

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

  FARADAY FUTURE INTELLIGENT ELECTRIC INC.
   
Date: August 3, 2026 By: /s/ Koti Meka
  Name:  Koti Meka
  Title: Chief Financial Officer

 

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Exhibit 99.1

 

Faraday Future Global CEO YT Jia Shares Weekly Investor Update: Sets Another Monthly Robotics Sales Record, Launches the EAI Robotics “Built in USA” Acceleration Program, and Previews the FF “Built in USA” Industry Chain Partner Recruitment Conference

 

In July, FF EAI Robotics achieved sales and shipments of 152 units, setting another monthly record and securing a strong first-month win for the Q3 Robotics Practical Deployment Campaign under its “Four-Core Full-Stack AI” ecosystem strategy. Cumulative sales and shipments reached 394 units for the year.
   
FF believes that the FCC’s new policy on robotics strengthens the Company’s position to accelerate robotics ecosystem deployment, will create significant advantages for FF in six key areas and will further strengthen the seven unique advantages that FF has already established in its robotics business.
   
On the heels of the recent FCC announcement, FF will utilize the opportunity created by this policy to launch the FF EAI Robotics “Built in USA” Acceleration Program, with the goal of fully implementing the Company’s “Four-Core Full-Stack AI” robotics ecosystem across the United States.
   
FF will soon host the FF EAI Robotics “Built in USA” Industry Chain Partner Recruitment Conference for upstream and downstream partners and invites partners from across the global robotics value chain to join us.

 

Los Angeles, CA (August 2, 2026) – Faraday Future Intelligent Electric Inc. (NASDAQ: FFAI) (“Faraday Future”, “FF” or the “Company”), a California-based global Embodied AI (EAI) ecosystem company, today shared a weekly business update from YT Jia, Founder and Global CEO of FF.

 

“Hello from Weekly Report Issue 66. This week, I’d like to share our July sales campaign report, introduce FF EAI Robotics’ “Built in USA” Acceleration Program against the backdrop of the FCC’s new policies supporting the robotics industry, and preview our upcoming FF “Built in USA” Industry Chain Partner Recruitment Conference for upstream and downstream partners.

 

A video from this week’s investor update can be found here: https://www.youtube.com/watch?v=LKbiq4ezuWY

 

Let me begin with our sales campaign report. In July, FF EAI Robotics achieved sales and shipments of 152 units, setting another monthly record and securing a strong first-month win for the Q3 Robotics Practical Deployment Campaign under our “Four-Core Full-Stack AI” ecosystem strategy. As of the end of July, cumulative sales and shipments reached 394 units, as we continued making steady progress toward our full-year shipment target of 2,000 units. Our four industry ecosystems and productivity solutions—across education, industrial applications, security and inspection, and other existing markets—are rapidly taking shape, building sustained momentum for the continued ramp-up of sales and deliveries.

 

 

 

 

Next, let me turn to the FCC’s new policy. One of the most significant developments in the global robotics industry this week came on July 28, when the U.S. Federal Communications Commission added foreign-produced advanced robotic devices—including mobile robots such as humanoid and quadruped robots—as well as power inverters to its Covered List. As a result, newly covered devices are generally prohibited from obtaining new FCC equipment authorizations. We believe this signals that competition in the U.S. robotics market is expanding beyond products and R&D alone to include localized production, secure and compliant supply chains, data and information security, and broader regulatory compliance capabilities. It could also accelerate the reshoring and localization of supply chains for embodied AI robotics. At the same time, we believe that ICTS-related rules already being implemented in areas such as connected and electric vehicles could eventually have broader implications for the robotics industry.

 

All robot devices currently on sale under FF’s “Four-Core Full-Stack AI” strategy have obtained the required FCC certifications. They will not be affected by the new policy and will continue to be supplied to the market. For our future robot devices and the parts required for regulatory compliance, we will accelerate, in phases, the work needed to obtain all applicable FCC and other U.S. regulatory approvals and certifications. The other three cores: the EAI Brain; EAI industry productivity solutions and developer platform; and the EAI Data Factory are among FF’s unique advantages as a U.S.-based company, and we are accelerating their development, sales, and deployment.

 

More importantly, we believe this new policy will create significant advantages for FF in six key areas, for the following reasons:

 

1. First, for existing foreign OEMs selling in the U.S. market, certification for new products, software updates, and product iterations will face greater uncertainty. Some companies may be forced to scale back their U.S. operations or even exit the market.

 

2. Second, for new OEMs seeking to enter the U.S. market, barriers to entry will rise substantially. Regulatory complexity, time to market, and the financial costs of compliance will all increase significantly.

 

3. Third, for upstream suppliers, stricter compliance requirements for parts entering the U.S., fewer viable channels into the U.S. market, and potential excess supply will drive suppliers to pursue deeper partnerships with compliant U.S.-based companies. This will further highlight FF’s advantages as a U.S. company.

 

4. Fourth, for downstream distributors and direct customers, viable long-term OEM partners will become far fewer, while compliant products and stable sources of supply will become increasingly scarce. This will make FF’s capabilities in reliable long-term supply, delivery, after-sales service, and regulatory compliance even more competitive.

 

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5. Fifth, for local customers and users, demand will continue to grow for products that are secure, trustworthy, compliant, and capable of sustained upgrades. This will make the value of FF’s localized products and local delivery and service infrastructure even more evident.

 

6. Sixth, the new policy will accelerate the flywheel effect of FF’s first-mover advantage. It opens a critical window of market opportunity, helping FF translate its status as the first U.S. company to achieve scaled delivery of humanoid and bionic robots into a stronger market position and a long-term competitive moat.

 

At the same time, we believe the FCC’s new policy will further strengthen the seven unique advantages that FF has already established, including:

 

1. EAI Device—The Full-Form FF EAI Robot World Advantage

 

2. The Four-Core Full-Stack AI EAI Robotics Ecosystem Advantage

 

3. The Unique “5+1” User and Customer Acquisition and Operations Ecosystem Advantage

 

4. The U.S.-Based Company, Built in USA, and Global EAI Industry Bridge Strategy Advantage

 

5. The Ecosystem Evolution Flywheel Advantage, Comprising an Internally Driven Evolution Flywheel Powered by Real-World Data, the EAI Brain, and Scaled Deployment, and an Externally Driven Evolution Flywheel Powered by Built in USA, the Global EAI Industry Bridge Strategy, and an Open Value Chain

 

6. The Financial System Advantage Anchored in an Asset-Light Structure, Lean Operations, a Positive-Gross-Margin Orientation, and Payment-Before-Delivery Discipline

 

7. The Scarcity-Value Advantage in the Capital Markets Underpinned by FF’s Nasdaq Listing and a Clear Path to Unleash the Full Value of the Robotics Business Itself.

 

It is worth emphasizing that, subject to full compliance with all applicable FCC requirements, the new policy would potentially further strengthens the value of FF’s Global EAI Industry Bridge. The policy is not intended to cut off global collaboration. Rather, while safeguarding national security and supporting the reshoring of supply chains and manufacturing, it allows the United States to continue drawing on advanced technologies, industry expertise, and supply-chain capabilities from around the world. This is highly aligned with FF’s Global EAI Industry Bridge Strategy. Platforms that combine global industry resources with local R&D and manufacturing capabilities will become increasingly rare and valuable.

 

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FF is well positioned to serve as an important bridge for mutually beneficial cooperation between the United States and other countries. In fact, internally we had anticipated a policy of this type, but the policy was issued roughly 6 months earlier than we expected. Seizing the opportunity created by this new policy, we have launched the FF EAI Robotics “Built in USA” Acceleration Program, with the goal of fully implementing our “Four-Core Full-Stack AI” robotics ecosystem across the United States. The program will be carried out in three phases:

 

Phase One: We have already completed the initial localized implementation of three of the four cores—the EAI Brain; EAI industry productivity solutions and developer platform; and the EAI Data Factory. This has established a solid technology foundation for the continued development of our robot device core and enabled us to prepare well in advance for potential future ICTS-related regulatory requirements.

 

Phase Two: Accelerate the transition to “Assembled in USA” for our robot devices and the parts subject to FCC compliance requirements. We are working to localize robot production in the United States within a shorter timeframe and with greater efficiency.

 

Phase Three: Ultimately achieve “Made in USA” for our robot devices and certain parts subject to the FCC’s Covered List requirements. Future Risks, Challenges, and Opportunities could include: The FCC’s new policy is accelerating the reshaping of the industry landscape while also setting a higher bar for FF. We must improve decision-making efficiency, organizational coordination, and execution capabilities to advance the implementation of our “Four-Core Full-Stack AI” strategy at a pace that outstrips the industry average and convert our first-mover advantage into stronger market competitiveness and a sustained leadership position.

 

To accelerate the rollout and execution of this program, we will soon host the FF EAI Robotics “Built in USA” Industry Chain Partner Recruitment Conference for upstream and downstream partners. We warmly invite partners from across the global robotics value chain to join us. On the upstream side, this includes R&D partners such as robotics OEMs, component suppliers, and companies specializing in secondary development and customization. On the downstream side, it includes major B2B customers, robotics dealers and distributors across the United States, system integrators, data partners, and robot-sharing and rental platforms—including Roboshare, founded by AIxC. We look forward to partners from across the industry joining us to speed up the adoption of EAI robots in the United States and drive the continued growth of the industry.

 

We will share further details and timely progress updates on the “Built in USA” Acceleration Program. Stay tuned and I’ll see you again next week.”

 

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/

 

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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 potential future legal actions against alleged illegal market manipulation or similar improper activities, and FF’s entry into the embodied AI robotics market and robotics deliveries and development, 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, that may affect actual results or outcomes include, among others: 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, which it currently lacks; the availability of sufficient share capital to meet its current obligations and execute on its strategy; the willingness of convertible debt investors to fund the Company ; demand for the Company’s robotics products; the ability of B2B preorder companies to locate customers to purchase our robotics products, on which their nonbinding preorders substantially depend; competition in the robotics industry, which includes companies with far superior experience, funding and name recognition; the ability of the Company to build an EAI education ecosystem that serves both the B2C consumer market and the B2B institutional education market; the acceptance by teachers and students of the Company’s robotics products in the education market; the ability of the Company to expand into additional markets for its robotics products; 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; demand from automobile dealers for robotics products; 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 is substantial; the Company’s ability to secure an occupancy certificate covering all of its Hanford facility; 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 substantial 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 the timing of these development programs; the Company’s estimates of the size of the markets for its vehicles 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-Q for the quarter ended March 31, 2026, filed with the SEC on May 14, 2026, and 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.

 

CONTACTS:  

 

Investors (English): ir@ff.com   

Investors (Chinese): cn-ir@faradayfuture.com  

Media: john.schilling@ff.com 

 

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Filing Exhibits & Attachments

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