INNOVATION
Palantir CEO Alex Karp bets on Ukraine defense tech
Alex Karp invested in a company built from real battlefield lessons.
AI
How a surge in defence and dual-use technology investment could reconfigure the global AI race
The AI race is often presented as one between the US and China, with other countries having little to no chance of catching up. Geopolitical tensions and recent trends towards defence-driven innovation and tech sovereignty may soon challenge that assumption. As the global security order deteriorates, countries worldwide are becoming increasingly concerned that, in a more hostile, transactional world, overreliance on others for pivotal technologies like AI is a source of troubling vulnerability.
This fear has led to a growing number of countries seeking alternatives with greater urgency, even if these solutions do not always perform at the cutting edge.
TECHNOLOGY
Israel receives final Dolphin-class submarine from Germany's TKMS
Thyssenkrupp Marine Systems (TKMS) has delivered the INS Drakon to the Israeli Navy, marking the completion of Israel’s Dolphin-class submarine fleet equipped with air-independent propulsion (AIP).
POLICY
Congress Passes Short-Term Funding, Putting DOD's $1.5T Budget on Hold
With 30 days to go before the end of fiscal 2026, Congress passed a continuing resolution Sept. 1 to extend current spending levels through Dec. 11—putting on hold the Pentagon’s request for $1.5 trillion in spending authority.
SPACE
Trump Orders Study To Establish US Space Academy
President Donald Trump signed an executive order on Friday calling for the establishment of a US Space Academy, modeled after the US service academies for military branches. The administration can’t open up a school on its own—that will take action from Congress—but Trump did set up a commission to study the idea and consider some big questions, including the curriculum focus and service requirement for grads.
The US may lack the engineers to rebuild space assets in a future war: RAND
The defense industry would likely struggle to rebuild the U.S. military’s crucial space capabilities during a war with China or Russia because it will have too few skilled engineers to do the work, according to a new report from RAND.
EUROPE
Estonia’s defence minister resigns over botched Ukraine procurement deal
Replacement for Hanno Pevkur expected to be announced mid-September
European Resilience in Digital Infrastructure: The Changing Nature of State-Business Relations
As the war in Ukraine progressed, Russian strikes increasingly degraded Ukraine’s terrestrial communications infrastructure, steadily deepening Kyiv’s dependence on SpaceX’s Starlink. The satellite constellation became indispensable for crucial military functions, including command and control, drone operations, and artillery fire coordination, with no readily available European alternative should access be withdrawn.
Israeli air defense dominates European procurement as continent races to rearm
The formal signing of the "Achilles Shield" deal is not only a commercial and diplomatic achievement for Israel, but it is also the final seal on a tectonic shift in Europe's defense landscape.
DRONES
Russian Footage Claims to Show New Drone-Killing Laser Weapon
Laser weapon uses optical lens, external cabling, and structural bracing attached to the main container.
CHINA
China highlights advanced wartime tech in defence mobilisation law update
The first amendment to the law in 16 years is also expected to cover cyberspace, biotechnology and quantum technology, analysts say
MARITIME
Typhoon USV Gains Ability to Launch One-Way Drones With a Single Button
Typhoon uses the Splash command-and-control system to deploy drones with the press of a button.
ARMY
US Army select academia as CAML weapons integrator
The strategic decision will overcome vendor lock-in and retain IP rights.
The Army Awards Palantir and Anduril $192M for Eight TITAN Mobile Ground Stations
Watch out, world. The US Army’s kill chain is going mobile.
AIR FORCE
AFRL Seeks Payload-Agnostic, Cheap Hypersonic Cruise Missile
The Air Force Research Laboratory has signaled to industry it wants to develop a low-cost hypersonic cruise missile to deliver a wide range of payloads at a range up to 500 nautical miles.
Rebuilding the U.S. Air Force for Multi-Theater Conflict
In June 2026, airpower experts from the U.S. Air Force, seven allied air forces, and industry convened for a three-day wargame designed to stress notional 2036 USAF combat forces in a series of concurrent crises: a Russian assault against NATO allies in Europe, opportunistic aggression by China in the Pacific, and attacks on the United States and Canada.
