Billionaire entrepreneur Mark Cuban said on Sunday that U.S. manufacturing can come back if America catches up on robotics and software and stays ahead of China in artificial intelligence, responding to Anduril Industries co-founder Palmer Luckey’s case that American-made products are not impossible.
Our Robots Versus Their Robots
If the U.S. catches up on robotics and software, Cuban said in a post on X, “there is zero reason manufacturing won’t come back, or initiate here.”
He framed the contest with China as “Our Robots and AI vs their Robots and AI,” saying the U.S. must “stay ahead on AI.”
He pointed to his Cost Plus Drugs, where the only thing holding the company back from making generic drugs in Dallas for less than it can buy them from Asia is the fees it has to pay.
Manufacturing at Home Is Not Impossible
Luckey said that stories about iPhones costing $37,000 or laptops costing $100,000 are psychological operations, “sometimes pushed by foreign adversaries but more commonly by American corporations that want anything but an upset to the status quo.”
He added that companies that treat U.S. manufacturing as impossible want to justify staying in China and avoid admitting “it is a choice.”
A 30% tariff can bring production home only if it costs less than 30% more to produce in the U.S., Luckey said.
China Presses Ahead
Nvidia Corp. (NASDAQ:NVDA) held 34% of China’s AI accelerator market in the first half of 2026, while Huawei Technologies reached 28%, according to IDC, Reuters reported. Nvidia’s shipments fell 44%.
Memory chipmakers face growing competition from China, where ChangXin Memory Technologies reported progress on a denser DRAM design and plans server-memory products using it by the end of 2026.
In September, President Donald Trump rejected the idea of a U.S.-China AI joint venture because it could mean “giving a lot of secrets” to Beijing.
“We’re leading by a lot,” he said, adding that “whoever wins super intelligence wins.”
Price Action: Nvidia closed 1.43% lower on Friday at $214.13 and fell 0.18% in extended trading.
Benzinga Edge rankings indicate Nvidia’s stock has a Momentum score in the 76th percentile and a Growth score in the 98th percentile.
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