17/10/2025
As traditional defense primes face mounting competition from agile “neoprimes” such as Anduril, Palantir and Helsing, the balance of innovation is shifting toward software-defined warfare and scalable, dual-use technologies, while global industry consolidation—marked by Boeing’s integration of Spirit AeroSystems and other strategic mergers—signals an intensified race to secure control over the defense technology value chain. Our Defense-Tech weekly report highlights these trends.
The global defense technology landscape has entered a period of accelerated transformation, shaped by intensifying geopolitical threats, battlefield-driven innovation, and increasing fiscal complexity. The ongoing war in Ukraine remains a crucible for next-generation conflict, where attritable unman...