Robo.ai Inc. (NASDAQ: AIIO) announced that its subsidiary has secured its first commercial order for 30,000 hours of embodied AI robot training data from U.S.-based DaBoss.AI. The contract will deliver the data over a 12‑month period and will be consolidated into Robo.ai’s financial statements under U.S. GAAP, providing a tangible cash‑flow source for fiscal year 2026.
The order validates Robo.ai’s Embodied AI Data Port concept and its regional data‑collection capabilities in the UAE. The data package includes RGB‑D vision, 6‑DoF motion trajectories, and force/tactile feedback, and is intended to train Level 4 and above autonomous models. By monetizing its data‑collection platform, Robo.ai is positioning itself as a core supplier for high‑value, multi‑modal datasets that are increasingly demanded by autonomous‑system developers.
While the 30,000‑hour commitment is modest relative to the company’s overall scale, it demonstrates that the platform can attract U.S. clients and generate recurring revenue outside of Robo.ai’s electric‑vehicle and eVTOL ventures. The order is a proof of concept that the data‑collection infrastructure can be commercialized, offering a new cash‑flow stream in a business that has historically reported significant revenue declines and net losses—$12 million in fiscal 2024, a 67.87% year‑over‑year drop, and a trailing‑12‑month net margin of –2,482.85%.
CEO Benjamin Zhai said the order "demonstrates market demand for physical data and represents commercial realization following the joint venture formation" and that it "provides access to physical world data and introduces cutting‑edge acquisition technology from Silicon Valley." Aiden Zhu, co‑founder and U.S. CEO of DaBoss.AI, added that the initial 30,000‑hour order "marks the successful transition of data acquisition from 'heavy‑asset operations' to an 'elastic cloud service' model" and that "historically, acquiring embodied intelligence data involved capital‑intensive and high‑risk models. Through this collaboration, clients simply need to define the scope of the task."
The transaction underscores Robo.ai’s broader narrative of transforming from a failed EV manufacturer into an integrated AI platform. Although the company’s financial health remains a concern—its Piotroski F‑Score is 3 and its Altman Z‑Score is –39.87—the new order signals a tangible step toward revenue diversification and operational scalability in the rapidly growing embodied‑AI data market.
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