Agnieszka Nowak @Aganowak91: "𝐀𝐈 𝐜𝐨𝐮𝐥𝐝 𝐦𝐚𝐤𝐞 𝐰𝐚𝐫 𝐬𝐨..."

Luxembourg

𝐀𝐈 𝐜𝐨𝐮𝐥𝐝 𝐦𝐚𝐤𝐞 𝐰𝐚𝐫 𝐬𝐨 𝐟𝐚𝐬𝐭 𝐡𝐮𝐦𝐚𝐧𝐬 𝐜𝐚𝐧’𝐭 𝐤𝐞𝐞𝐩 𝐮𝐩 The speed of modern warfare is changing right in front of our eyes and it is happening much faster than many of us realize. We are entering an era where AI is not just a helpful tool for the miliary but its becoming the core engine of defense systems. I looked a bit into this shift and the facts and numbers are impressive. In recent experiment called DASH-2, the US Air Force tested AI against human staff to generate battle plans. It showed that they can generate multiple battlefield options in seconds – something that takes humans much longer to produce. Some sources say that in this case AI was working 400 times faster than the human team however considering the fact that those outputs still require human judgment and validation I wouldn’t go that far. When you look at Palantir’s Maven, which is a core miliary program, it can process thousands of targets in hours, a tsk that used to take thousands of people. The massive shift is driving a huge wave of government spending. Global defense spending is projected to pass $ 2.6 trillion in 2026. The Pentagon alone just increased its dedicated AI budget from under $ 2 billion to $ 13.4 billion in a single year. This money is flowing directly into tech sector, creating a huge market for companies that provide hardware, software and security for those systems. As a investor who deeply believes in the future of AI, I am paying close attention to the companies building foundations for this new era and it all starts with the hardware. The advances drones and autonomous systems that are being tested on battlefields today require immense computing power. This is why companies like $NVDA (NVIDIA Corporation) or $AMD (Advanced Micro Devices Inc) are so critical, their chips like the Nvidia Jetson found in modern drones are the physical brains making this AI race possible. But with AI moving this fast, the cyber attacks are also expanding. This makes cybersecurity companies just as important as the defense contractors. Companies like $PANW (Palo Alto Networks) and $CRWD (Crowdstrike Holdings) are integrating AI deeply into their platforms to defend against these next-generation, high-speed automated attacks. They are becoming essentials partners for governments and large organizations trying to secure their networks. Then there are the pure software and defense AI players. $PLTR (Palantir Technologies Inc.) is securing massive multi-billion dollar contracts to provide the software that connects all this battlefield data together. Meanwhile, traditional defense giants and new private companies are racing to build the actual autonomous drones and weapons systems. I am currently researching more companies in this sector of AI and cybersecurity. It is a very complex sector but the technological shift is undeniable. What companies in the AI, chip or cybersecurity space are you researching right now?

Not investment advice. The author may have financial interests in the mentioned instruments.