The defense industry has emerged as one of the biggest bright spots as the global geopolitical situation has become more tense than ever, influenced by actions and counter-actions in the Middle East, with the world's largest economy caught in the crossfire.
As the attacks on Iran's nuclear facilities shine a spotlight on modern warfare tools — especially high-tech ones — investors are eager to find opportunities to profit from the escalating crisis.
Defense technology investment booms with strategic cooperation
Amid the buzz about World War III, defense technology companies are attracting huge capital inflows as countries prepare for the worst-case scenario.
Shares of Palantir, a US data processing company with close ties to the Pentagon, have surged more than 80% this year, with a market capitalization of $325 billion, four times that of traditional defence companies such as BAE Systems.
To meet this growing demand, businesses in the industry must ensure supply chains, sign contracts with major contractors and directly participate in the production and development process.
However, a major challenge is the weakened supply chain, made more difficult by complex global geopolitical tensions.
Airo, a drone and aerospace company, has warned of “limited supplies” of key components and materials in Europe and Canada, and in response, Helsing and Anduril are stepping up their collaboration.
Helsing is reportedly acquiring composite aircraft maker Grob Aircraft and partnering with Sweden's Saab. Meanwhile, US-based Anduril Industries has acquired companies such as Adranos and is in an alliance with Rheinmetall to develop drones for the European market.
Built with Europe, for Europe.
Today we’re announcing a strategic partnership with @RheinmetallAG to co-develop & deliver Anduril’s Fury, Barracuda & solid rocket motors to European militaries. pic.twitter.com/FwZfEwF9AH
— Anduril Industries (@anduriltech) 18 tháng 6, 2025
Bavarian military software developer Blackned has also partnered with the German defense contractor and won a €1.2 billion contract from the Bundeswehr.
European Union supports defense industry to overcome surge in demand
Even as demand increases, small businesses still struggle to access financing, from equity capital to bank loans.
While venture capital loans have partly filled the gap, governments are also stepping up support. This month, Europe tripled its lending to small and medium-sized defense companies to €3 billion.
The programme is part of the European Investment Bank's (EIB) Pan-European Defence and Security Credit Facility, which aims to strengthen Europe's defence capabilities amid geopolitical tensions.
The expanded €3 billion loan facility focuses on supporting intermediary financing for small and medium-sized enterprises, along with mid-cap companies in the security and defense supply chain. These companies are considered essential suppliers to leading defense companies such as Airbus, Thales, Rheinmetall and Leonardo.
History has shown that capital has always driven innovation, even if only through trial and error. During World War II, many designs that were accepted on the drawing board failed on the battlefield. In the current climate of heightened tensions, defense companies and investors have the opportunity to test and refine their products more quickly than in peacetime, thereby increasing their competitive advantage.
Source: https://tintucbitcoin.com/palantir-but-pha-nho-tien-dien-tu/
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