The U.S. Federal Communications Commission is banning imports of new foreign-made humanoid robots and power inverters, citing national security risks, in a move that targets China. Beijing quickly accused the U.S. of protectionism.

The measures are likely to test relations with Beijing ahead of a planned U.S. visit by Chinese leader Xi Jinping to meet with U.S. President Donald Trump in September. China dominates the global market for humanoid robots with an estimated market share of roughly 85%.

The FCC’s ban also includes new imports of quadruped robots, often referred to as four-legged robot dogs. The agency said imports of advanced robots pose cybersecurity and other national security risks. Offshore production of such equipment also leaves U.S. supply chains vulnerable to disruptions.

The ban on power inverters, which are used to convert direct current (DC) electricity into alternating current (AC) electricity and are used in renewable energy systems, data centers and household appliances, could have sweeping ramifications.

This is the latest in US restrictions on Chinese imports.

FCC chairperson Brendan Carr said Tuesday that the move was to “secure America’s critical supply chains.” He said the bans apply to “new versions” of such imports.

The FCC’s bans follow a slew of U.S. restrictions on imports of Chinese products, including drones, and on exports of U.S. advanced technology to China.

The U.S. is also weighing controls on use of Chinese open-source artificial intelligence models at a time when Chinese AI is rapidly gaining ground.

“It’s a steady drumbeat of potential flashpoints heading into (the) Trump-Xi summit planned for September,” said Samm Sacks, a senior fellow at the New America think tank focused on Chinese technology policies.

China has been rapidly expanding the use of robots, with policies supporting its technology sector. Morgan Stanley analysts forecast its market for humanoids could reach $15 billion by 2030.

“Chinese manufacturers have been scaling production and reducing costs faster than most overseas competitors,” said analyst Kangyuxiao Li at Morningstar.

“Restricting their access to the U.S. removes an important future market and protects U.S. developers from potential price competition,” he said. “However, it will not materially slow China’s overall humanoid development, given the size of its domestic manufacturing base and opportunities in other export markets.”

Of the around 15,000 humanoid robots shipped globally in 2025, Unitree and AGIBOT, two of China’s largest advanced robotics companies, each shipped more than 5,000. Their U.S. counterparts, like Tesla and Figure AI, each shipped a few hundred or less, according to the technology research and advisory group Omdia.

On the restrictions on power inverters, Cheng Wang, another Morningstar analyst, said the pressure on U.S. markets should be limited. The ban appears to not impact the continued use of existing devices nor the selling by Chinese companies of models that were previously approved by the United States.

The European Union on Thursday hit Google with a fine of 890 million euros ($1 billion) after it said the technology behemoth broke digital antitrust regulations by setting up Google Play and its ubiquitous search engine to corral consumers towards its own services and apps to the detriment of competitors.

It was the latest major crackdown on Big Tech by Brussels, which has led the world in reining in some of the world's largest companies from Silicon Valley to Beijing.

It has done so despite the risk of incurring the wrath of President Donald Trump, who has lashed out at the 27-nation bloc's digital regulations amid a broader campaign against Europe: imposing high tariffs, making threats to seize Greenland from Denmark by force, and rattling trust within the NATO military alliance.

In the past, Trump has threatened retaliation if American tech companies are penalized.

Google had recently lost its appeal of a $4.5 billion antitrust fine imposed by the EU for throttling competition and reducing consumer choice through the dominance of its mobile Android operating system.

The European Commission, the bloc's executive branch and highest antitrust enforcer, said it was acting in the interest of consumers after an investigation of Google.

“The best products should succeed because they’re better, not because they’re owned by the company running the search engine. And European consumers have a right to be told by app developers where to sign up to the best offers, even when the app store owner does not get a cut,” said Teresa Ribera, the commission’s Executive Vice President for Clean, Just and Competitive Transition.

Google’s President of Global Affairs Kent Walker blasted the fine as “product degradation driven by a small group of self-serving complainants” that will have a negative impact on European businesses and consumers.

He said that the EU’s Digital Markets Act forces Google “to strip away real-time search features Europeans love — like instant pricing and direct availability for hotels, flights, and restaurants — and dismantle safety protections on Google Play.”

The EU describes the world’s seven tech giants — Amazon, Apple, Google parent Alphabet, Meta, Microsoft and TikTok owner ByteDance — as “gatekeepers” that control access for consumers.

“In the EU, businesses have the right to compete fairly. Gatekeepers have the obligation to ensure a level playing field and consumers the right to choose for cheaper alternative offers,” European Commission spokesperson Thomas Regnier said. Alphabet reported $403 billion in revenue in 2025.