“Robots are the new arms race”: Tesla and Boston Dynamics push Trump for a titanic plan to beat China’s unstoppable AI army

The global race for supremacy in artificial intelligence and robotics is heating up, with the United States and China as the primary contenders. Industry leaders in the U.S. are sounding the alarm, urging the nation to adopt a comprehensive national strategy to compete effectively. With China making robotics a national priority, American companies warn that without decisive action, the U.S. risks falling behind in a sector poised to transform various industries. This article delves into the urgent calls for a national robotics plan, the implications of lagging behind, and the steps needed to ensure American leadership in this critical field.

Why a National Robotics Plan Is the Need of the Hour

The call for a national robotics strategy comes as industry representatives highlight the significant investments China is making in robotics and AI. A federal office dedicated to robotics could channel funding toward academic research, commercial innovation, and workforce training programs. These steps are crucial for scaling production and maintaining a competitive edge. Tesla’s Jonathan Chen emphasizes that creating prototypes is only the beginning; the real challenge lies in scaling manufacturing capabilities.

China, the world’s largest market for industrial robots, is setting the pace with a $138 billion state-backed venture capital fund aimed at robotics and AI. Chinese Premier Li Qiang has articulated the nation’s vision to integrate robotics with other emerging technologies. These moves are seen as a direct challenge to U.S. influence in the sector. Humanoid and animal-like robots, powered by advanced AI, are still largely uncommercialized but are attracting considerable attention. Without a strong national commitment, experts warn that the U.S. may find itself outpaced by China’s coordinated pursuit of next-generation intelligent machines.

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Ramping Up to Meet China’s Challenge

Representative Raja Krishnamoorthi, who attended a crucial briefing in Washington, emphasized the need for the U.S. to remain agile and well-funded. “We’re ahead right now, but China is devoting resources at an incredible pace,” he noted. The Association for Advanced Automation advocates for government-led incentives and a coherent national plan to strengthen America’s position in the global AI-robotics race. Industry leaders are hopeful that forging closer ties with policymakers could spur swift action.

Establishing a dedicated robotics office and encouraging risk-taking in advanced automation could prevent the U.S. from losing ground as it once did in industrial robotics. As AI technology evolves, its physical manifestation through robots could reshape entire sectors of the economy. However, without a strong national commitment, the U.S. may find itself outpaced by China’s coordinated pursuit of next-generation intelligent machines. The stakes are high, and the time for action is now.

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The Role of Industry Leaders in Shaping the Future

American companies like Tesla, Boston Dynamics, and Agility Robotics are at the forefront of this call for action. In a closed-door meeting with U.S. lawmakers, they showcased cutting-edge humanoid designs, emphasizing the need for policies that support domestic manufacturing, research, and deployment. The group, supported by the Association for Advanced Automation, highlights that Chinese manufacturers have made robotics and AI pillars of their national plan, backed by significant state investment.

Jeff Cardenas, co-founder of Austin-based humanoid startup Apptronik, underscores America’s storied history in industrial automation. He points out that General Motors once led the world by deploying the first industrial robot in 1961. However, Japan and later Europe overtook the United States in this arena. “The next robotics race is powered by AI and is up for grabs,” Cardenas asserts. He believes strategic cooperation between government and industry could preserve the U.S.’s edge in this critical sector.

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Implications for the Future

The implications of falling behind in the AI-robotics race are profound. Humanoid and animal-like robots, which rely on advanced AI for movement and task execution, remain relatively uncommercialized. Yet, they attract significant attention—and skepticism. Boston Dynamics, now owned by South Korean carmaker Hyundai, initially relied on U.S. military grants to develop agile bipedal and quadrupedal robots.

A growing number of startups are looking to replace or supplement human labor in manufacturing, shipping, disaster relief, and more. However, scaling such designs from prototypes to mass production has historically been a bottleneck. By implementing a national robotics strategy, the U.S. could ensure its leadership in this transformative sector. The question remains: will the U.S. act swiftly enough to maintain its competitive edge in the global robotics race?

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