Barely Any Cars Sold, Jia Yueting Is Already Back to Pitching His Next “Big Robot Dream”

In 2021, when Faraday Future (FF) rang the bell on the Nasdaq, Jia Yueting positioned the FF 91 as a “super car robot.” Few expected that five years later, FF would be talking about building robots for real.

According to overseas media reports, on January 8 (local time), FF hosted its first-ever Shareholders’ Day in Las Vegas. The event also served as an update on the company’s CES 2026 announcements, covering production planning, a five-year business roadmap, and a newly introduced AI robotics strategy. Jia Yueting and other key executives appeared on stage together to outline the latest direction.

At the event, FF first shared its global mass-production and delivery plan for the FX Super One.

As the first MPV under FF’s FX sub-brand, the FX Super One is positioned against the Cadillac Escalade, emphasizing “space + AI + comfort.” The model is said to include premium features such as zero-gravity seating, and will offer both a fully electric variant and an AI-enabled range-extended hybrid powertrain. Under FF’s current timetable, the company plans to deliver 50 units in limited quantities to FX Par users in Q2 this year, followed by 200 units in Q3 to industry leaders and B2B partners—while aiming to reach positive gross margin. Starting in 2027, alongside the rollout of the range-extended version, FF expects production and sales targets to rise year by year: close to 5,000 units in 2027 and an estimated 55,000 units by 2030, with a five-year cumulative goal of 400,000 to 500,000 vehicles.

But for many observers, the MPV update wasn’t the headline—Jia’s next “big promise” was.

Beyond the MPV, FF announced it is upgrading its “China–U.S. automotive industry bridge strategy” into a broader global EAI (Embodied AI) industry bridge strategy. The company is officially launching an embodied intelligence robotics initiative, aiming to run a “dual-track” growth model spanning both vehicles and robots.

Jia Yueting said FF has been planning its move into AI robotics for about a year. The strategy, he explained, is to replicate the company’s “China–U.S. bridge” approach—combining China’s mature hardware manufacturing capabilities with North America’s leading-edge AI technologies. FF’s stated ambition is to become a top-tier U.S. player and the first in the country to deliver a humanoid robotics product. FF also revealed that during the NADA conference in Las Vegas on February 4, it will hold an AI Robotics launch event, where the first batch of products will be unveiled and opened for hands-on experience and sales.

Industry insiders have offered three key reasons behind FF’s decision to expand into embodied robotics.

First, robotics can potentially reach profitability faster, with quicker cash-flow impact. By leveraging established supply chains in China, the company may be able to move from concept to delivery more rapidly—helping relieve funding pressure.

Second, demand in the U.S. is growing across areas such as security and logistics. If additional policy support materializes, it could provide ready-made deployment scenarios for robotics solutions.

Third, FF argues it can reuse existing technical foundations. Technologies from the FF AI 2.0 system and the FF 91—such as visual recognition and intelligent decision-making—can be adapted to robotics after real-world validation, potentially reducing R&D costs.

Since 2017, FF has made appearances at CES year after year, consistently showcasing products. Yet its actual delivery capability has remained an open question.

By FF’s own narrative, the company is now trying to build a second growth engine through robotics—using a “China–U.S. technology + manufacturing” integration model to support and eventually strengthen its core automotive business. Still, after the twists and turns of the FF 91, the key question remains: how much trust can this new robotics push truly earn?