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Deep & Emerging Tech·July 29, 2026·1 min read

The US just banned ‘foreign’ robots and inverters, and it means China

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Putting foreign-made robots and inverters on the FCC Covered List turns industrial automation and power electronics into national-security infrastructure overnight. If your hardware stack leans on overseas robotics or grid-tied devices, start mapping substitution options and compliance exposure now—this won’t be the last category to get fenced.

Deep & Emerging Tech

GlobalFoundries says the US plans to award it $300M in CHIPS Act funding to bolster R&D of silicon photonics tech to power more efficient AI data centers

$300M of CHIPS Act money into GlobalFoundries silicon photonics—per [Reuters](https://www.reuters.com/world/china/us-award-globalfoundries-300-million-develop-faster-ai-chip-links-2026-07-29/)—is a bet that interconnect, not just GPUs, is the next AI data center choke point. If you’re planning multi-year AI infra, start asking vendors about photonics roadmaps and how they’ll change bandwidth, power, and topology assumptions.