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Who profits from the new arms race?

Silicon players like Palantir, Anduril, and Nvidia, and steel giants like Lockheed Martin and Rheinmetall. Both races. The silicon side: Palantir sells the operating system for defense, Anduril builds autonomous weapons, Nvidia supplies the chips, and the Pentagon signed AI deals with OpenAI, Google, Microsoft and xAI. The steel side: Lockheed Martin, RTX, Northrop Grumman, General Atomics, Rheinmetall, BAE Systems, Thales, Saab, Elbit, Baykar.

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GLOBAL MILITARY SPENDING: $2.9 TRILLION IN 2025, $12 TRILLION BY 2040.MAX VERSTAPPEN AND IGOR BEUKER: A $150 BILLION DRONE SKY BY 2030.

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