The Trump administration has announced a new round of technology restrictions targeting Chinese-made humanoid robots, quadruped robots and connected power inverters, citing national security concerns and the need to safeguard America’s rapidly expanding artificial intelligence infrastructure. The measures were unveiled by the US Federal Communications Commission (FCC) and took effect immediately upon their publication.
The restrictions apply only to new product models that have not yet been released in the United States. However, the FCC retains the authority to revoke approvals for products already authorized for sale if deemed necessary.
According to US officials, the measure has been taken to reduce the risk of cyberattacks, surveillance, and supply chain vulnerabilities, as the country has invested heavily in building AI data centers and computing infrastructure. Inverters that are 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 said the measure has been taken to secure key technologies vital to the nation’s security and economy.
While the order does not explicitly name individual companies, it is expected to have the biggest 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.
This move was condemned by China, which claimed that the US had unfairly singled out Chinese companies for punitive action and that it will do whatever is necessary to defend its business interests.
These restrictions, among others put in place 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.
In this case, there seems to be a convergence of technology policies and national security issues, with AI infrastructure emerging as a key area of competition.