Space companies are increasingly pivoting toward national security in response to growing defense opportunities. Redwire announced plans to acquire Edge Autonomy to bolster its national security capabilities, while Voyager Space rebranded as Voyager Technologies, Inc., to emphasize its defense focus. The U.S. military’s priorities, including competition with China and Russia and the establishment of the U.S. Space Force, are driving this strategic shift. In 2024, government space budgets grew by 10%, with $73 billion invested in defense, accounting for 54% of global government space spending. This trend reflects the growing alignment between the commercial space sector and national security priorities.
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