Palantir, SpaceX, OpenAI, and Anduril Industries are attracting investor confidence as the U.S. military prioritizes software, drones, and AI-driven technologies. The shift is influenced by Elon Musk’s Department of Government Efficiency, which pushes for reducing waste and expanding defense procurement to new players. As a result, Palantir’s market value has surpassed the combined worth of Lockheed Martin, General Dynamics, and Northrop Grumman. This reflects a broader trend of technology firms gaining prominence in defense contracting over traditional military suppliers. The realignment signals a growing focus on software-based warfare and autonomous systems in U.S. defense strategy.
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