Establishing Secure And Sovereign Supply Chains For Physical AI

Physical AI and Autonomy of Things (AoT®)implementations with drones (airborne, underwater, ocean), robots and autonomous vehicles needs a secure chain for components - batteries, motors, fans, cables and sensors.

Major manufacturers of robots include China, Japan, Russia and the United States. Approximately 500,000 industrial robots were installed in 2025 (54% in China, 20% in the rest of Asia, primarily Japan, 16% in Europe and 9% in the U.S.). They perform well-structured tasks, including layout, factory automation, and task specific applications such as drilling, fastening, and material handling. China also dominates the manufacture of humanoid robots (87%) with the U.S. in second place (13%). Humanoid robots are still not able to perform in less structured and constantly changing home and construction environments. For home construction, the strategy employed is to build with robots in a factory environment and then install on-site. Boston Dynamics is probably the oldest robotics company in the U.S. Founded in 1992 as a spin-off from MIT, the company today fields quadricep (Spot), purpose-built (Stretch) and humanoid (Atlas) robots for security monitoring, warehouse and factory production tasks.

As countries compete to lead and dominate in physical AI, supply chain resiliency and self-sufficiency is paramount, given the global political and security environment, national security needs and economic/trade/tariff policies. Developing technology and controlling the manufacture of the end product is important. Equally critical is the development of a secure supply chain and a domestic manufacturing base to make components that build and operate physical AI systems.

Establishing Manufacturing and Design Competencies

Monumu - AI-based Optimization of Engineering Systems

Figure 2 shows the workflow:

Neural Concept - Engineering Intelligence

NC’s design co-pilot workflow is shown in Figure 3.