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Who profits from the new arms race?
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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