U.S.-Europe F-35 Arms Race Kicks Off as AI Export Controls Intensify
Today's defense briefing connects the dots between a U.S. Navy missile contract, Europe's F-35 arms race, and escalating AI export controls.
Read full briefingOriginal intelligence on procurement, programmes, and industry movements — built on primary OSINT data.
Today's defense briefing connects the dots between a U.S. Navy missile contract, Europe's F-35 arms race, and escalating AI export controls.
Read full briefingGeneral Atomics' fusion blanket test facility accelerates commercial fusion power plant timelines. Key finding: Today's announcement by General Atomics (GA) of designing the first full-scale Fusion Blanket Component Test Facility with the U.S. Department of Energy signals an inflection point in commercial fusion power plant development.
Today's defense briefing sees record investments in advanced manufacturing and automation, with geopolitical tensions driving strategic realignments. Key finding: General Atomics' $1B investment in advanced munitions production signals a resurgence in U.S. defense manufacturing capabilities.
Today's engine sustainment contract for the F-35 is just the beginning, with a 43% increase in story volume signaling a surge in U.S. military procurement and tech development. Key finding: GE Aerospace's $1B F-35 engine sustainment deal is part of a broader trend, with a 43% increase in story volume over the last seven days indicating an acceleration in U.S. military procurement and technology development.
Analysis of Saab Scores Big in May: Ukraine Gripens, Franco-German Partnership activity.
Analysis of MBDA Surges Ahead with €5B Investment and Major Contract Wins activity.
Analysis of Leonardo: Europe's Air Power on the Rise activity.
AI dominates defence procurement with $54 billion in Pentagon investment. Traditional primes integrate AI into platforms while Anduril, Saronic, and Helsing raise record funding.
L3Harris is delivering submarine-launched AUVs through DIU. Turkey unveiled an armed XLUUV with torpedo capability. The U.S. Navy advanced seven MUSV designs to prototype. And the SEALs are testing crewed-uncrewed teaming underwater.
Who's winning the programmes that matter — and why.
Deep briefings on major programmes, cost trajectories, and political risk.
Supply chain shifts, M&A, and what the primes aren't saying publicly.
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