White House cuts data centers, batteries, and AR from the US critical technology list — post-quantum cryptography, integrated photonics, high entropy alloys among new additions
It's the first rewrite of the federal critical technology list since 2024.
The White House Office of Science and Technology Policy has published its renewed National Security Science & Technology Strategy, and Appendix A of the 24-page document rewrites the federal Critical and Emerging Technologies (CET) list for the first time since February 2024, shrinking it from 18 categories to 14. Advanced cloud services, high-performance data storage and data centers, batteries, grid integration, gas turbine engines, and augmented and virtual reality have all gotten the chop, while post-quantum cryptography, integrated photonics, high entropy alloys, and "hardened operating systems for consumer use" have been added.
Federal agencies use the CET list when they write export control rules, screen foreign investment through CFIUS, vet federally funded research proposals, and set R&D budget priorities, so additions and deletions carry serious weight.
Advanced gas turbine engine technologies, which in 2024 covered aerospace and industrial engine production plus full-authority digital engine control, have no successor anywhere in the new list. Human-machine interfaces are also gone, taking augmented reality, virtual reality, and human-machine teaming with it; neurotechnologies moved into biotechnology, and brain-computer interfaces reappeared under future computing. Clean energy generation and storage were replaced by a nuclear-only category covering advanced fission, fusion, space nuclear power and propulsion, and high-temperature radiation-resistant materials.
The advanced computing category of 2024 was renamed future computing technologies and lost advanced cloud services, high-performance data storage and data centers, advanced modeling and simulation, and data processing techniques. In their place sit edge computing for tactical environments, photonic and neuromorphic modalities, and advanced spatial computing. Data centers dropped off the federal critical technology list in the middle of the largest datacenter buildout in the industry's history, which fits the strategy's funding guidance telling agencies to spend "where they can best complement rather than compete with private sector investment." With hyperscalers building the capacity, Washington no longer counts it as a research priority.
"Technologies for improving AI safety, trust, security, and responsible use" and "AI assurance and assessment techniques" were both deleted from the AI category and replaced by "interpretability and control" and "adversarial robustness and AI security." Meanwhile, AI and autonomy absorbed the old robotics and uncrewed systems category and gained multi-agent systems and swarm intelligence, autonomous agent identification and authentication, continual learning, distributed and privacy-preserving machine learning, and world systems as a named class of foundation model.
Post-quantum cryptography appears for the first time, alongside operational technology and industrial control system security, and AI-enabled autonomous cyber capabilities. Integrated photonics is a new semiconductor subfield, and where the 2024 list said only "novel materials for advanced microelectronics," the 2026 version names 2D materials as an example. Advanced manufacturing picked up high-entropy alloys, advanced composites and lightweight metals, digital threads and digital twins, and substitution of rare-earth and critical-minerals alloys with earth-abundant minerals.
Integrated photonics and 2D materials are the only additions to the semiconductor category, and non-Von Neumann architectures moved across to future computing. Design automation, process technology and equipment, beyond-CMOS, heterogeneous integration and advanced packaging, MEMS and NEMS all carry over unchanged from 2024.
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Appendix B maps each technology area against seven national security needs, and the semiconductor row ticks six of them, representing broader coverage than nearly anything else on the list. The one column it's blank in is "lead in transformative emerging technology," which only AI and autonomy, biotechnology, and quantum satisfy. The funding section points the same way, telling agencies to rely on the private sector for later-stage work in advanced manufacturing, advanced communications, future computing, and PNT, categories that between them cover much of the chip supply chain. Chips are treated throughout the document as infrastructure to secure rather than a frontier to push.
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Luke James is a freelance writer and journalist. Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.
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Kindaian Considering that batteries are normally placed on critical power supply infrastructure and that they nowadays have internal compute controlling the power input/output and charging modes, I'm wondering if this is not underestimating the tech complexity with a brush stroke.Reply -
jsdsparky Reply
Your comment is cynical. The changes cut both ways. Tesla probably isn't happy that their batteries and solar panels are no longer considered a priority by the government. And Meta renamed and reorganized their company around virtual/augmented reality, which was also removed from the list.xinoart said:Notice how these new additions and subtractions benefit musk, meta, et al. ;) -
xinoart Just because it's cynical, doesn't make any less true. Tesla is a complete loss on their vehicles. They have dropped drastically in the last few years and their QA leaves everything to be desired.Reply
Musk is getting money from govt. contracts for his SpaceX rockets and resupply rocket abilities.
None of this changes much since all of his money comes from shady government contracts. NASA has been mostly outsourced to him.
But yeah I'm cynical because I follow the money, I guess. -
bit_user Reply
I also got the idea that Musk (or his backers) might've had a hand in this list:jsdsparky said:The changes cut both ways. Tesla probably isn't happy that their batteries and solar panels are no longer considered a priority by the government.
"brain-computer interfaces reappeared under future computing" sounds like it benefits Musk's Neuralink
"space nuclear power and propulsion" sounds like it benefits SpaceX
Robotics and "advanced spatial computing" sound like they could benefit Tesla's Optimus robots, which is where Musk sees the real potential for growth at Tesla.
Various AI-related subjects sound like they could benefit X.AI (now part of SpaceX)
That said, I don't think this is all about Musk. There are other venture capitalists and tech entrepreneurs involved in setting government priorities, these days. In fact, some of those firms will have investments in Musk's companies and could be advocating on his behalf, not as a favor but merely out of self-interest.
Old news. Meta slashed and burned most of their AR and VR projects & teams, like a while ago. Like everybody else, they're now all-in on AI.jsdsparky said:And Meta renamed and reorganized their company around virtual/augmented reality, which was also removed from the list.