The preliminary report from the National Security Commission on Robotics for Advanced Manufacturing identifies a stark imbalance: the U.S. remains a global hub for AI research and computer vision, yet it lacks the domestic infrastructure to build or integrate these systems at speed. With a national installed base of robots five times smaller than China’s, the U.S. faces a systemic supply-demand paradox. Manufacturers remain hesitant to invest due to high costs, while robotics firms cannot achieve the economies of scale necessary to lower those prices.

Commission co-chairs Senator Ted Budd, Senator Elissa Slotkin, and SCSP President Ylli Bajraktari argue that "physical AI"—machines that sense and act in real environments—will only deliver economic value when integrated into the factory floor. Currently, federal robotics programs are fragmented across four different departments with no central authority to drive adoption. This operational vacuum is compounded by a looming labor crisis, with 1.9 million manufacturing jobs projected to go unfilled by 2033. The commission concludes that without a coordinated national mission to mobilize private-sector capital and regional ecosystems, the U.S. risks losing its industrial edge to foreign competitors who are already deploying robotics on a massive scale.