Robotics as Industrial Sovereignty

The U.S. is shifting from AI‑first rhetoric to active industrial policy for robotics—meetings between Commerce leadership and robotics CEOs, a potential executive order, and transport‑department working groups indicate a coordinated push to reshore advanced robotics and tie it to national security and manufacturing policy. This is not just investment but a governance pivot to make robotics a strategic sector targeted by rules, procurement, and cross‑agency coordination. — If adopted, an industrial‑policy push for robotics will reshape trade, defense procurement, labor demand, and U.S.–China competition, making robotics a core front of 21st‑century industrial strategy.