On March 18, 2026, US artificial intelligence and robotics executives urged Congress to take coordinated action against Chinese humanoid robot makers, singling out Hangzhou-based Unitree Robotics, at a House Homeland Security subcommittee hearing on national security threats. Weeks later, the Pentagon awarded San Francisco-based Foundation Future Industries a $24 million contract to field-test its “Phantom” humanoid for the US military, with CEO Sankaet Pathak and strategy advisor Eric Trump publicly framing the program as an America-first answer to Beijing. The humanoid arms race is no longer a concept. It is now a procurement line item, and the companies building the US autonomous and AI stack are the ones to watch. That buildout is being led by companies like Knightscope, Inc. (NASDAQ:KSCP), NVIDIA Corporation (NASDAQ:NVDA), Palantir Technologies, Inc. (NASDAQ:PLTR), Tesla, Inc. (NASDAQ:TSLA), and Kratos Defense & Security Solutions (NASDAQ:KTOS).

Knightscope, Inc. (NASDAQ:KSCP) is a Silicon Valley security technology company whose AI-powered robots and connected devices help safeguard the places people live, work, study, and visit across the US, from schools and residential complexes to factories, logistics hubs, and transit centers. By combining hardware, software, and live human response (licensed armed and unarmed agents) into a recurring-revenue service, Knightscope captures real-time data and turns it into actionable intelligence and forensics that give officers and guards capabilities traditional cameras and patrols simply cannot match.

On April 15, 2026, Knightscope, Inc. (NASDAQ:KSCP) announced a five-year collaboration with Carnegie Mellon University’s School of Computer Science, widely regarded as the world’s premier robotics research institution, to advance next-generation autonomous systems for public safety and national security. Under the agreement, Knightscope has committed to fund five educational course projects at CMU focused on robotics for national security and physical security, and will make its National Security Robotics Lab at its Sunnyvale, California headquarters available to the university. Work will be directed by Professor John Dolan, MRSD Program Director at CMU’s Robotics Institute.

Five CMU graduate students from the Master of Science in Robotic Systems Development program are already embedded with Knightscope, working on an advanced artificial intelligence feature for the upcoming all-new K7 Autonomous Security Robot, a next-generation outdoor platform with pilot commercialization expected in the second half of 2026. The collaboration connects world-class academic talent directly with an operational deployment environment at precisely the moment US robotics leadership is coming under competitive pressure from abroad.

“Carnegie Mellon University has helped define modern robotics, and we are honored to work with the School of Computer Science on projects that can help strengthen America’s leadership in autonomy, public safety and security,” said William Santana Li, Chairman and CEO of Knightscope. “This collaboration aligns with our goal to build the nation’s first Autonomous Security Force, combining advanced robotics, artificial intelligence and real-world operational experience to help make communities safer.”

The announcement lands in the middle of an acceleration phase for Knightscope. On March 3, 2026, the company completed the acquisition of Event Risk LLC, a nationwide provider of armed and unarmed security guarding services and executive protection serving Fortune 1000 companies, national brands, and high-profile individuals. Event Risk enters 2026 with significant contracted revenue, positive EBITDA, and a track record of consistent double-digit growth, and following a planned 2026 rebrand will operate as Knightscope Security Force. This gives Knightscope the structural capability to contract as a licensed security provider, deploy autonomous systems, monitor centrally, and execute responses under a single accountable structure.

Click here for more information about Knightscope, Inc. (NASDAQ:KSCP).

US Tech And Defense Leaders Move To Close The Autonomy Gap

NVIDIA Corporation (NASDAQ:NVDA) used its GPU Technology Conference in San Jose to declare that physical AI has arrived, unveiling new Cosmos world foundation models, Isaac simulation frameworks, and the GR00T N1.7 generalist robot model, now available in early access with commercial licensing. The company announced that robotics leaders including Boston Dynamics, ABB Robotics, FANUC, and Figure are building on the NVIDIA platform, and GR00T N1.7 brings generalized robot skills including advanced dexterous control to production-ready deployments. With Chinese manufacturers Unitree and AgiBot combining to ship more than 10,000 humanoid units in 2025 versus roughly 150 each from Tesla, Figure AI, and Agility Robotics, NVIDIA is positioning itself as the foundational AI layer that Western robot makers need to close the volume gap.

NVIDIA Corporation (NASDAQ:NVDA) and Google Cloud just unveiled a major expansion of their decade-long partnership, at Google Cloud Next in Las Vegas, co-engineering a full-stack AI platform built to push agentic and physical AI out of the lab and into production. The collaboration introduces NVIDIA Vera Rubin-powered A5X instances that scale to nearly one million Rubin GPUs, confidential Blackwell GPU VMs, and NVIDIA Omniverse plus Isaac Sim robotics simulation on Google Cloud Marketplace, enabling developers to train, simulate, and validate robots before real-world deployment. NVIDIA also announced that its Cosmos Reason 2 models can now be deployed through Google Vertex AI and Google Kubernetes Engine, letting robots and vision AI agents see, reason, and act in the physical world. With more than 90,000 developers already building on the joint NVIDIA-Google Cloud platform, the partnership provides critical infrastructure for the Western robotics ecosystem as it works to close the volume gap with Chinese rivals Unitree and AgiBot. 

In the recent Q1 earnings call, Tesla, Inc. (NASDAQ:TSLA) CEO Elon Musk told investors that Optimus will be the company’s biggest product ever, and possibly the biggest product ever made by anyone, reiterating his conviction that the humanoid robot will eventually define Tesla more than its car business. The start of production for Optimus is targeted for late July to August, with Tesla preparing its Fremont, California factory for a first-generation line designed to build 1 million units annually and a second Optimus factory under construction at Gigafactory Texas slated to start production around summer 2027 at a run-rate of 10 million units per year. He said Tesla is delaying the Optimus 3 reveal closer to the start of production because competitors are conducting frame-by-frame analyses of its designs. The company also reported Q1 revenue of $22.39 billion and adjusted EPS of $0.41, both ahead of Wall Street estimates, while committing to more than $25 billion in 2026 capital expenditures to support its AI, robotics, and autonomy roadmap. 

Kratos Defense & Security Solutions (NASDAQ:KTOS) was awarded a potential $446.8 million Other Transaction Agreement with the US Space Force on April 8, 2026, serving as prime contractor for the Ground Management and Integration program under the Resilient Missile Warning and Tracking initiative. The program is designed to develop, deploy, and sustain ground infrastructure for operating Resilient MWT satellites in Medium Earth Orbit, providing persistent detection and tracking of advanced missile threats including hypersonic glide vehicles. Kratos is leading a team that includes Northrop Grumman, Auria, ASRC Federal Systems Solutions, and Rise8, underscoring the growing role of dedicated US defense-autonomy primes in the broader national security technology race.

On February 26, 2026, Knightscope, Inc. (NASDAQ:KSCP) announced it had surpassed another $2 million milestone in new sales and client renewals, including 119 new Emergency Communication Device sales across consumer packaged goods, higher education, hospitality, local governments, and healthcare, plus 20 new Autonomous Security Robot sales spanning residential, commercial real estate, and healthcare verticals. Combined with the Event Risk acquisition, the Carnegie Mellon partnership, and the forthcoming K7 rollout, Knightscope is building a differentiated, American-made platform at exactly the moment the US is looking for homegrown answers to the autonomy and robotics challenge.

Click here for more information about Knightscope, Inc. (NASDAQ:KSCP).

Featured image @ Freepik

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Except as required by law, Knightscope, Inc. undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future event or otherwise, after the date on which the statements are made or to reflect the occurrence of unanticipated events. Neither does Knightscope, Inc. nor any of its representatives make any representation or warranty, express or implied, as to the accuracy, sufficiency or completeness of the information in this document. Neither Knightscope, Inc. nor any of its representatives shall have any liability whatsoever, under contract, tort, trust or otherwise, to you or any person resulting from the use of the information in this document by you or any of your representatives or for omissions from the information in this document.

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