Faraday Future says it expects to ship more than 1,500 embodied AI robots in 2026, marking an aggressive expansion into the robotics market as the company seeks to build a new business beyond electric vehicles.
The California-based company disclosed the target in its first quarter 2026 earnings report, where executives described robotics as the company’s primary near-term commercialization focus. Faraday Future said it shipped 68 robots as of April 30 and expects to reach 200 units during its first shipment quarter.
If the company meets its goal, shipments would increase more than sevenfold from the initial 200-unit milestone and establish robotics as one of the company’s fastest-growing business lines.
Faraday Future said more than 1,200 non-binding paid pre-orders were placed when its robotics products launched. The company is currently offering humanoid robots and quadruped robots, which it refers to as part of its Embodied AI, or EAI, ecosystem.
Education is expected to be the first major deployment market. Faraday Future said it plans to place robots in universities, research institutions, vocational schools, and other educational settings where they can be used for teaching, development, and data collection.
The company believes robotics can become a capital-efficient source of revenue compared with the automotive industry. In the first quarter, Faraday Future reported $512,000 in total revenue, with robotics deliveries contributing to sales and generating what the company described as positive product gross margins.
Faraday Future says its long-term strategy is built around three components: devices, data, and an AI brain with an open-source developer platform. The company expects each deployed robot to generate real-world data that can be used to improve future models and software capabilities.
Alongside the shipment goal, Faraday Future announced several related initiatives, including the launch of a robotics education institute with Boston International Business School and the opening of a robotics education and innovation lab in California.
While the company remains best known for its FF 91 electric vehicle, management has increasingly positioned robotics as a central part of its business strategy. Executives say humanoid and quadruped robots will serve as the main growth engine as the company works toward sustainable profitability.
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