Faraday Future (FF) officially announced the capitalization restructuring plan for its embodied intelligence business. Its subsidiary FFAI has signed a non-binding agreement with Nasdaq-listed company AIxC to merge robot assets and go public independently at a market valuation of $200 million (to be renamed FFR after listing). The parent company's strategy will also be upgraded to "Robotaxi Sharing Network + Intelligent Cabin Technology Operator and Physical AI Investment Holding Company."

This transaction aims to create the first pure-play EAI robot stock with four core capabilities, solving the comprehensive valuation discount and avoiding continuous dilution of shareholder equity.

According to the published five-year roadmap, the business is expected to invest a total of $300 million in R&D over five years. The target for EAI robot unit sales is 2,001 units in 2026 and 7,400 units in 2027, exceeding 130,000 units cumulatively over five years, securing a top-three position in the industry.

In terms of finance, the company expects total revenue of $7.1 million in 2026 with a gross margin of 9.9%, rising to $45.17 million in 2027 with a gross margin of 30.5%. In the third quarter of 2028, operating cash flow will turn positive, and by 2030, the gross margin will increase to 54%, with a total revenue expectation of $1.98 billion over five years.