White House cuts data centers, batteries, and AR from the US critical technology list

The U.S. White House has released its updated National Security Science & Technology Strategy, which revises the federal Critical and Emerging Technologies (CET) list for the first time since February... Read original →

The U.S. government's revision of its critical technology list signals a strategic pivot from infrastructure to foundational innovation. The removal of data centers, batteries, and AR/VR indicates a shift toward private-sector-led investment, reducing policy support for these areas. Conversely, the inclusion of post-quantum cryptography, integrated photonics, and high-entropy alloys underscores a focus on future computing and cybersecurity. In semiconductors, the emphasis on 2D materials and photonics reflects a move toward system-level integration and material innovation. Companies must reassess compliance costs and supply chain resilience, especially amid geopolitical uncertainty. In the near term, AI safety and quantum-resistant technologies will dominate R&D and investment trends, while traditional chip manufacturing may see reduced innovation momentum.