The next big move in the United States is revealed: a full bet on humanoid robots

After semiconductors, artificial intelligence, and clean energy, the United States is preparing for the next "strategic high ground"—humanoid robots.

According to a recent report by Politico, the Trump administration is brewing a new national-level robotics strategy, positioning "humanoid robots" as a key component in future industrial competition. U.S. Secretary of Commerce Howard Lutnick has begun frequent meetings with executives from several large tech companies and is weighing a possible executive order that could be issued next year, aimed at accelerating domestic research and manufacturing of humanoid robots. Meanwhile, the U.S. Department of Transportation is also organizing a robotics working group to pave the way for relevant policy frameworks.

Following AI data centers, grid upgrades, and chip manufacturing, humanoid robots are being pushed to the forefront of the national industrial strategy.

The Timing is Intriguing: Tesla is Preparing for the "Million Robot Era"

Another backdrop for the U.S. government's increased focus on humanoid robots is Tesla's noticeably accelerated actions.

Musk has previously revealed that Tesla plans to scale up the production of its humanoid robot Optimus to the level of 1 million units by the end of next year. Earlier this year, Tesla even placed a massive procurement order for linear actuators from China, which is seen as a signal that its robotics business is about to accelerate significantly.

If Tesla achieves this goal, it means that humanoid robots will transition from the laboratory stage to the threshold of large-scale industrial production. This is a "technological inflection point" that cannot be ignored by any country.

A spokesperson for the U.S. Department of Commerce clearly stated:

"We are committed to robotics technology and advanced manufacturing because they are crucial for bringing key industries back to the United States."

Behind this statement is the goal that the U.S. has repeatedly emphasized in recent years: to rebuild the domestic supply chain and reduce foreign dependence, especially in the context of increasingly fierce competition with China in technology and manufacturing.

Congress is Also Taking Action: The National Robotics Commission is on the Horizon

Not only the executive branch, but interest in the robotics industry is also rapidly heating up on Capitol Hill.

Reports indicate that Republicans proposed an amendment to establish a "National Robotics Commission" in the latest National Defense Authorization Act (NDAA), although it was ultimately not included in the bill, other related legislative efforts are still underway. This indicates that, amid bipartisan struggles and global turmoil, technological autonomy has become one of the few issues that can form a consensus.

In addition to AI, chips, space, drones, and clean energy, robots are seen as an important piece of the puzzle that constitutes future comprehensive national power. Especially in the context of an aging population, labor shortages, and accelerated automation in manufacturing, the strategic value of humanoid robots will only increase.

Investment Banks Have Already "Bet on the Future": Humanoid Robots May Reach 1 Billion Units by 2050

Wall Street has already begun to bet on this track.

Morgan Stanley analyst Shawn Kim pointed out in a recent report that by 2050, the cumulative deployment of humanoid robots worldwide could exceed 1 billion units Their basic judgment is that before 2035, the market will experience relatively slow adoption. However, with breakthroughs in hardware and AI models, continuous cost reductions, and increased social acceptance, the adoption of humanoid robots will significantly accelerate in the latter half of the 2030s and will reach an explosive growth phase in the 2040s.

In other words, what seems like a forward-looking or even "ahead of its time" national strategy today is actually an early effort to "secure territory" for the industrial landscape after 2030.

Responding to Major Power Technology Competition

From a more macro perspective, humanoid robots are just one piece in a larger chess game.

The U.S. government clearly realizes that the next decade will be a critical period for major countries around the world to engage in comprehensive confrontation in the high-tech field. As the global landscape gradually shifts towards "camp-based" and "de-risking," chips, rare earths, AI models, robots, drones, space technology, and more are no longer just commercial issues, but standard national security issues.

In this logic, humanoid robots—a "complex" that integrates high-end manufacturing, AI chips, batteries, servo systems, and precision materials—naturally become a battleground for military strategists.

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