The investment question in the FCC robot rule is in the definition. "Foreign-produced" means anything that would not qualify as a "domestic end product" under 48 CFR §25.101(a). That is the Buy American Act. The test is where the device is manufactured and its component cost. Not who designed it. Not what software it runs.
Forbes reported Boston Dynamics is positioned to benefit despite Hyundai ownership because it manufactures in the US. Tesla's Optimus sits on the same side of that line.
The definition does name AI model weights as a qualifying component of a covered device. But the listed item is the device itself, and "foreign-produced" is a manufacturing-origin test. How that tension gets resolved is worth watching.