EngineAI T800 humanoid robots are on display after rolling off the production line at a production facility in Zhengzhou, China, on July 24, 2026. VCG/Getty Images
China, which supplies the vast majority of the world’s humanoid robots, has suddenly been cut off from its largest export market as the US government moves to curb its reliance on foreign technology.
On Tuesday, the Trump Administration banned new humanoid and quadruped robot imports from foreign manufacturers, saying they pose “unacceptable risks” to US national security. The ban also includes power converters used to connect renewable energy infrastructure and batteries to the power grid.
The new restrictions, which exclude models already in use, are the latest attempt by Washington to bolster and safeguard its domestic industries and supply chain, amid an intensifying rivalry with China to dominate advanced technology and artificial intelligence.
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While China has trailed the US in the development of cutting-edge AI models, the rollout of ever more powerful Chinese models in recent months has rattled Washington and Silicon Valley.
China, analysts said, has also established a lead in AI consumer applications and AI-enabled hardware, such as robots, thanks to its manufacturing scale and ability to commercialize products quickly.
“These devices could create supply chain vulnerabilities that could disrupt US economic and national security and could create a cybersecurity risk that threatened American critical infrastructure,” the Federal Communications Commission said in a statement.
The FCC decision was based on a national security determination made on Monday by a White House-convened interagency body, which warned that internet-connected robots could pose data privacy risks and cybersecurity vulnerabilities. US officials have previously raised similar concerns to block the sale of Chinese-made electric vehicles in the US.
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