The Trump administration has implemented new technology restrictions aimed at Chinese-made humanoid robots, quadruped robots, and connected power inverters, citing national security concerns and the need to protect America’s rapidly expanding artificial intelligence infrastructure. The measures, announced by the US Federal Communications Commission (FCC), took effect immediately upon publication.
The restrictions apply exclusively to new product models not yet released in the United States. However, the FCC retains the authority to revoke approvals for products already authorized for sale if deemed necessary.
Focus on AI, Cybersecurity, and Critical Infrastructure
According to US officials, the measure is designed to reduce the risk of cyberattacks, surveillance, and supply chain vulnerabilities as the country invests heavily in building AI data centers and computing infrastructure. Inverters used to connect renewable energy devices and batteries to the electric grid have become increasingly important for AI data centers.
The administration has also raised concerns about the potential use of networked robots for espionage and remote interference by foreign entities. Officials stated the measure is intended to secure key technologies vital to the nation’s security and economy.
Chinese Firms Likely to Be Hit Hardest
While the order does not explicitly name individual companies, it is expected to have the greatest impact on Chinese manufacturers, including Unitree Robotics, one of the world’s leading producers of humanoid and quadruped robots. China currently dominates the global humanoid robotics market, making the restrictions a significant setback for its expansion into the US market.
The FCC indicated that manufacturers outside China may still qualify for exemptions, provided they satisfy security requirements.
Beijing Condemns Move
China condemned the move, claiming that the US unfairly singled out Chinese companies for punitive action and vowing to do whatever is necessary to defend its business interests. These restrictions, among others implemented by the US government in recent times, reflect the increased competition between the two countries as they vie for supremacy in AI and semiconductor production and supply chains.
This development underscores a convergence of technology policies and national security issues, with AI infrastructure emerging as a key area of competition.