Humanoids daily(@humanoidsdaily):America’s humanoid robot ambitions face a hardware bottleneck. Apptronik CEO Jeff Cardenas says actuators—the motors, gears and electronics that act as a robot’s muscles—can account for up to 60% of its parts cost. And the U.S. supply gap goes beyond rare earths: “We have major shortages in things like gears where we don’t have the supply base that we need.” Apptronik wants to build that capacity in Texas. Scaling humanoids will require scaling the companies that make their parts, too. 🎥 Fox Business

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Humanoids daily@humanoidsdaily

2026.09.23 09:06

America’s humanoid robot ambitions face a hardware bottleneck. Apptronik CEO Jeff Cardenas says actuators—the motors, gears and electronics that act as a robot’s muscles—can account for up to 60% of its parts cost. And the U.S. supply gap goes beyond rare earths: “We have major shortages in things like gears where we don’t have the supply base that we need.” Apptronik wants to build that capacity in Texas. Scaling humanoids will require scaling the companies that make their parts, too. 🎥 Fox Business