Private Capital and the Strategic Rewiring of Defence and Frontier Technologies

Private capital is converging with defence and advanced industrial technologies, reshaping how innovation, manufacturing capacity, and strategic autonomy are financed in the United States and Europe.

The global investment landscape is undergoing a structural shift in which capital allocation is no longer driven primarily by consumer software scalability, but by strategic relevance, technological depth, and industrial resilience. Defence, artificial intelligence, robotics, and advanced physical systems are emerging as focal points for this transforma…