Aixcrypto Holdings, Inc. · NASDAQ:AIXC
Aixcrypto — Investor Presentation (September 2026)
25 slides from Aixcrypto's investor presentation, September 2026
Slide 1: Leading the Future of America's Embodied AI Ecosystem
Leading the Future of America's Embodied AI Ecosystem 12 Years of Automotive Manufacturing Excellence, Now Powering Robotics. FF EAI Robot World Sep. 2026 FF EAI Robotics Ecosystem Inc.
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation, including any investor materials or other document of which it forms a part (this "Communication"), contains "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995, as amend
Slide 3: Contents
A G E N D A Contents An EAI and physical AI company applying 12 years of automotive 01 Company overview & investment highlights expertise to robotics, just before value is unlocked 02 Four-Core Full-Stack AI Ecosystem FFR’s core business model, powered by the Ecosystem Evolution Flywheel —— A unique
Slide 4: FFR Overview: An Embodied AI Company, 12 Years of Automotive Capabilities Powering Robotics
01 FFR Overview: An Embodied AI Company, 12 Years of Automotive Capabilities Powering Robotics The first U.S. EAI robotics OEM to deliver humanoid and bionic robots, and No. 1 in shipments up to date ■ Company profile FFR is a U.S. Embodied AI (EAI) robotics OEM building a Four-Core Full-Stack AI E
Slide 5: Management Team: Deep EAI Industry Experience & FFAI Group Empowerment
01 Management Team: Deep EAI Industry Experience & FFAI Group Empowerment FF Robotics & FFAI Management Team YT Jia Jerry Wang Andrew Grossman Chris Chen Terry Wang FFAI Founder & CEO FFAI Executive Chairman Head of Legal FFR SVP, Business FFR SVP, Strategy, Business & AIXC CEO Development, Growth &
Slide 6: Investment Highlights: The Entry Point Before Value Is Unlocked
01 Investment Highlights: The Entry Point Before Value Is Unlocked An opportunity to own a stake in a potential top-three robotics ecosystem among U.S. Nasdaq-listed companies, supported by strategic, business and capital-markets advantages 01 Strategic advantages 02 Business advantages 03 Capital-m
Slide 7: Four-Core Full-Stack AI Ecosystem: FFR's Ecosystem Evolution Flywheel
02 Four-Core Full-Stack AI Ecosystem: FFR’s Ecosystem Evolution Flywheel ■ Four-Core Full-Stack AI Ecosystem Open device ecosystem FFR’s robotics business model combines EAI FFR and partner brands serve the broader market Brain and Developer Platform, EAI Devices, Industry Productivity Solutions, an
Slide 8: Four-Core Full-Stack AI Ecosystem: Business Progress
02 Four-Core Full-Stack AI Ecosystem: Business Progress 01 EAI Brain & Developer Platform 02 EAI Devices 100% deployment 550+ units 100 skills / 200 developers • Simulation motion-tracking success rate validates • Cumulative shipments with positive contribution margin cross-form-factor compatibility
Slide 9: Four-Core Full-Stack AI Ecosystem: EAI Brain & Developer Platform
02 Four-Core Full-Stack AI Ecosystem: EAI Brain & Developer Platform Key takeaway The EAI Brain is FFR’s proprietary software stack, with a four-layer architecture spanning skill applications to system support. Built on the NVIDIA ecosystem, it serves general users and professional developers throug
Slide 10: Developer Platform: An Open Ecosystem Accelerating Deployment
02 Developer Platform: An Open Ecosystem Accelerating Deployment 01 02 03 Brain Blocks programming EAI Souls engine Create Studio (beta) Block-based programming platform · Full A robot “soul” and personality engine · Video-to-motion creation tool · Upload a path from Blocks to ROS 2 · No-code Custom
Slide 11: Four-Core Full-Stack AI Ecosystem: EAI Devices
02 Four-Core Full-Stack AI Ecosystem: EAI Devices Three form factors, five series, 11 models: humanoids, quadrupeds and mobile manipulators Futurist Master Master Mini Nova Flagship full-size humanoid Mid-size athletic humanoid Compact humanoid Entry-level miniature humanoid 51 DOF · 172 cm/55 kg ·
Slide 12: Industry Productivity Solutions & Developer Platform — Four Core Use Cases
Four-Core Full-Stack AI Ecosystem: Industry Productivity Solutions & Developer Platform — Four Core Use Cases Education Security / inspection A learning platform for K–12 and Patrol, monitoring and industrial research inspection All six series & Navi Aegis Industry Commercial services Manufacturing,
Slide 13: Four-Core Full-Stack AI Ecosystem: EAI Data Factory
02 Four-Core Full-Stack AI Ecosystem: EAI Data Factory Proprietary Data OS · Centralized + decentralized · Four data types · High-margin revenue with repeat purchases Business model — centralized + Technology — four data types → one decentralized pipeline Data platform and revenue milestones Central
Slide 14: One Brain, Multiple Forms; Multiple Forms, Multiple Capabilities: Robot World
03 One Brain, Multiple Forms; Multiple Forms, Multiple Capabilities: Robot World Futurist Master Master Mini Nova Faber Full-size professional Mid-size athletic Compact humanoid for Entry-level humanoid to Mobile manipulator for humanoid for industrial humanoid for education, research and start your
Slide 15: One Brain, Multiple Forms vs. One Form, Multiple Capabilities: FFR vs. Tesla/Figure
03 One Brain, Multiple Forms vs. One Form, Multiple Capabilities: FFR vs. Tesla/Figure FFR’s “One Brain, Multiple Forms; Multiple Forms, Multiple Capabilities” approach underpins a platform-based EAI ecosystem, with advantages across form-factor coverage, use-case adaptability, and ecosystem opennes
Slide 16: Customer Acquisition: Channels × Use Cases × Open Ecosystem
04 Customer Acquisition: Channels × Use Cases × Open Ecosystem Sales channels, four core use cases and an open ecosystem jointly accelerate customer acquisition and global expansion ① Sales channels: reach and convert customers through 5+1+1 FF PAR B2B sales Marcom Community E-commerce M³ RoboShare
Slide 17: Built in USA + Information Security: FFR's FCC & ICTS Competitive Moat
05 Built in USA + Information Security: FFR’s FCC & ICTS Competitive Moat Management views the new policy as supporting U.S. EAI robotics rather than eliminating the category: a place-of-production standard excludes foreign-made finished robots and encourages domestic manufacturing. For FFR, this is
Slide 18: Built in USA: Years of Technology Development Position FFR Among the First to Deliver at Scale
05 Built in USA: 12 Years of Technology Development Position FFR Among the First to Deliver at Scale Built in USA roadmap: factory opening in 2026, first new product in February 2027 Phase 1 Phase 2 Phase 3 Core capabilities · through July 2026 Assembled in USA · 2026.8 – 2027.2 Complete “Built in U
Slide 19: Financials & Valuation: Monthly Sales at Record Highs in 2026
06 Financials & Valuation: Monthly Sales at Record Highs in 2026; Quarterly Operating Cash Flow Turns Positive in Q3 2028 Actual shipments (monthly) → 5-year plan (annual): Units (bars) × Gross margin (line) + Revenue 2026 monthly shipments (units) 5-year plan: units, gross margin & revenue 134K uni
Slide 20: Financial Projections: Five-Year Financial Overview
06 Financial Projections: Five-Year Financial Overview Revenue grows 150x in five years, with ecosystem and software reaching 49% EBITDA turns positive in 2028, reaching +$361M in 2030E; gross margin rises Revenue mix · device sales × ecosystem and software ($M) from 10% to 54% EBITDA and Net Income
Slide 21: Valuation Benchmarking: FF Robotics at $200M vs. Peers
06 Valuation Benchmarking: FF Robotics at $200M vs. Peers 2027E P/S = market cap ÷ 2027E consensus revenue (FactSet / Capital IQ) · U.S. split into “Specialized Robotics” and “Embodied AI Robotics” Greater China listings · embodied AI / collaborative robots + FFR U.S. listings · embodied AI robotics
Slide 22: U.S. Peer Benchmarking: Significant Growth Potential for FFR
06 U.S. Peer Benchmarking: Significant Growth Potential for FFR FFR Agility Robotics Figure AI One-Brain Multi-Form Robot World Single industrial humanoid: Digit Single general-purpose humanoid: Helix The only investment combining deliveries, positive contribution margin and public-market liquidity
Slide 23: AIXC Cap Table Overview
06 AIXC Cap Table Overview Source: AIXC Cap Table · Shares (USD) 21,108,884 579,518 601 4,122 Total Outstanding Common Stock Warrant Outstanding Series A-2 Preferred Stock Series B Preferred Stock Authorized 225,000,000 shares Authorized 15,000,000 shares Authorized 15,000,000 shares Outstanding vs.
Slide 24: Agility Robotics: $2.5B Valuation Prices In Long-Term Scale
Appendix Agility Robotics: $2.5B Valuation Prices In Long-Term Scale Business scale: still early-stage Valuation: already elevated $2.5B ■ Current revenue Nearly pre-revenue; offering materials present cash uses without a separate revenue line pre-money equity value ■ 2025 cash uses $102M (opex $111
Slide 25: Thank you
Thank you
AIxCrypto Holdings — Investor Presentation (September 2026) on 6ix