Deep dive
The robotics supply chain.
From rare-earth mines to finished robots — who makes what, where, at what capacity, and who pays for it. Every figure links to its source.
The chain, end to end
Where the U.S. stands at each stage
Mine to deployed robot. Color = U.S. position at that stage.
Who ships what — robot classes
Annual shipments by robot class
"Non-humanoid" splits into named categories: industrial robots (arms), cobots (human-safe arms), and professional service robots (AMRs/AGVs, delivery, cleaning, medical). Humanoids are the smallest class — and the fastest-growing.
U.S. manufacturing sites
Every U.S. plant, mine, fab, and factory in the records below, grouped by state.
| State | Site | What it makes |
|---|
Who makes what
Category deep dives
Grouped by chain stage. Each category: assessment, chokepoints, and the specific companies, sites, capacity, and financing behind it.
Financing the chain
Largest tracked financing events
Private rounds, government awards, and capex commitments tied to supply-chain capacity.
From the company records below — each links to its announcement.
Government programs & instruments
Federal money and policy levers reaching the robotics supply chain.
Full stakeholder map
Everyone with money, authority, or demand in the U.S. robotics supply chain.
Key figures
Load-bearing numbers behind the assessment, each with its source.
| Figure | Value |
|---|