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Cover of AIR 004, Physical AI Product Network
AIR 004 · 2026-06-21

Physical AI Product Network

A compact public screen for the robots, vision systems, navigation hardware, sensors, controls, power electronics, and motors that support physical-AI deployment.

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Figure 1 · Trade exposure

Which hardware functions dominate import value?

Direct exposure is separated from platform scale so the chart can support—not replace—judgment.

Horizontal bars compare 2024 U.S. physical-AI platform imports and China-origin exposure across six hardware functions.
SourceCEPII BACI HS02 V202601; analysts’ calculations.
Method27-product HS6 platform screen; current U.S. dollars.
CaveatA screening proxy, not a company bill of materials or causal forecast.

How evidence becomes a decision

Read the full methodology
  1. 01Source

    Normalize public trade, input-output, policy, and sector data.

  2. 02Map

    Connect products, sectors, countries, and transmission paths.

  3. 03Test

    Separate measured exposure, assumptions, constraints, and uncertainty.

  4. 04Interpret

    Translate evidence into choices, thresholds, and diligence questions.

  5. 05Update

    Publish a versioned record and revise it when the evidence changes.

Bring us a decision, not a data request.

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