Faraday Future Intelligent Electric Inc. has announced that its 2026 FF and FX series electric vehicles, equipped with the North American Charging System (NACS), will gain direct access to over 28,000 Tesla Supercharger stations. This development, revealed earlier this month, underscores the expanding adoption of Tesla's charging standard across the electric vehicle industry. It aims to enhance charging options for EV drivers and promote interoperability among brands.
The announcement from Faraday Future highlights a significant step in the evolution of EV infrastructure. Starting with the 2026 models, vehicles in the FF and FX series fitted with NACS will connect directly to Tesla's extensive Supercharger network, covering North America and select international markets. This access to more than 28,000 stations addresses a key challenge for non-Tesla EV owners by providing reliable, high-speed charging options.
This move reflects the broader trend of Tesla's NACS standard gaining traction among automakers. As noted in the announcement, it expands charging access for EV drivers and supports cross-brand interoperability within the electric vehicle ecosystem. For Tesla (NasdaqGS: TSLA), this partnership reinforces its position as a leader in charging infrastructure, though analysts view it as an indirect catalyst compared to priorities like robotaxi approvals and full self-driving (FSD) expansion.
Tesla's investment narrative emphasizes its dominance in EVs through software, AI, and infrastructure. Recent expansions include partnerships with brands like Subaru and now Faraday Future. However, short-term risks such as regulatory hurdles and policy changes on EV incentives remain prominent. Looking ahead, Tesla's forecasts project $148.1 billion in revenue and $15.4 billion in earnings by 2028, assuming 16.9% annual revenue growth from current levels.
Community perspectives on Simply Wall St vary widely, with 222 fair value estimates for Tesla shares ranging from US$67 to US$2,707. Many investors focus on robotaxi and FSD as major growth drivers. The article, reviewed by Sasha Jovanovic, stresses that while NACS adoption strengthens Tesla's ecosystem, it does not alter core near-term challenges.