The U.S. Automation Reset: When Robots Come Home

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Supply Chain

The U.S. Automation Reset: When Robots Come Home

By Gabriel Pastrana·December 13, 2025·4 min read·Issue #19

After two decades of outsourcing automation know-how, America is bringing the robots back home.

From Detroit to Dallas, robotics manufacturing and deployment are shifting from imported platforms to domestic integration — faster, leaner, and strategically sovereign.

🇺🇸 The U.S. Automation Reset

When Teradyne Robotics announced new robot production outside Detroit, it wasn’t just a factory expansion — it was a statement.

The parent company of Universal Robots and MiR is betting that the next generation of industrial automation will be built, deployed, and maintained in America.

This move anchors a wider realignment in automation strategy. Zebra Technologies is winding down its Fetch Robotics division, a reminder that automation scale depends on business model fit, not just robot design.

Fetch’s fleet excelled at mixed-case fulfillment, but post-pandemic e-commerce growth no longer supports the same capital intensity.

In short: robotics companies must now justify ROI through flexible integration, not just throughput gains.

Kroger is reading the same signals. After canceling another Ocado CFC in Charlotte, the grocer is doubling down on automation — but without its once-exclusive partner.

The message is clear: centralized, billion-dollar fulfillment centers are giving way to regional, modular systems that scale with labor and demand. Kroger’s pivot reflects a broader American trend — a return to localized control over automation strategy, data, and uptime.

Taken together, these shifts mark a reindustrialization of robotics itself. Manufacturing automation isn’t just being used in the U.S.; it’s being built there again.

Teradyne’s Detroit site will be close to automotive OEMs experimenting with robotized final assembly lines.

Companies like igus and Inbolt are enabling modular, plug-in automation that suits this distributed model — more flexible, less capital heavy, and faster to iterate.

At a strategic level, this “automation reset” aligns with the CHIPS Act’s domestic manufacturing incentives and with industrial AI advances that emphasize reliability over autonomy. The future of automation is not about replacing labor; it’s about rebuilding the industrial base that supports it.

🧠 Supporting Insights

🤖 Humanoids Move In

Agility Robotics has deployed its Digit humanoid in a Texas fulfillment center — a commercial milestone that moves humanoids from demo to delivery. 1X Technologies signed a deal to adapt its home-focused EVE robot for industrial settings, while Generative Bionics raised $81M to accelerate its generative design approach. These parallel moves suggest humanoids are entering logistics not as novelty, but as adaptable labor infrastructure.

⚙️ AI Systems for Mobility

Helm.ai launched an architecture aimed at “perception generalization” — the ability for AVs to adapt to unseen environments without retraining. It’s a step toward modular AI that can serve not only vehicles, but future mobile robots and AMRs where environmental variance remains a key bottleneck.

🚙 Waymo’s Recall

Waymo issued a recall after its robotaxis failed to recognize stopped school buses correctly — a stark reminder that autonomy still requires human-level contextual reasoning. Safety-first AI is not just a compliance issue; it’s the foundation for scaling automation beyond fenced-off environments.

🌊 Specialized Robotics Diversify

Skana Robotics unveiled its Alligator amphibious vessel, and Ghost Robotics added a manipulator arm to its Vision 60 quadruped — proof that robotics innovation is spilling into complex terrain: wetlands, defense zones, and off-grid infrastructure inspections.

🏬 Retail Automation Diverges

While Kroger retreats from Ocado, Auchan expands its partnership with the British firm in Poland. It’s a reminder that CFC economics still work where labor costs and market density align. The U.S. and EU are now taking diverging paths toward retail automation — one decentralized, one centralized.

⚡️ Snippets

  • igus debuts ReBeLMove, a modular mobile manipulator with integrated cable management — a quiet but crucial step for scalable robot integration.
  • Antioch raises pre-seed funding to automate AI robotics testing, targeting the slowest part of hardware iteration cycles.
  • Chery Automobile integrates AMRs into final assembly — an important indicator that China’s automotive automation is evolving toward cell-based flexibility.
  • Foundation Robotics co-founder Mike LeBlanc discusses humanoids moving from combat robotics to industrial contexts — an echo of defense tech diffusing into logistics.
  • DHL closes the year with a list of its strangest deliveries — from Formula 1 engines to endangered frogs. Proof that logistics is still the most fascinating kind of problem-solving.

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