In 2026, the increasing US-Iran tensions once again highlighted the strategic importance of defense technologies. The ballistic missile attacks and drones at the center of these conflicts demonstrate how critical AI-based systems are by affecting security dynamics in the Gulf region.
The Rise of Investments
With the rise of global geopolitical risks, countries are feeling the need to modernize their defense infrastructures. This situation has directed investors' interest from traditional hardware to software and autonomy-focused solutions. In particular, autonomous drones and AI-powered decision support systems have entered a rapid development phase.
While US-based companies stand out with significant investments in the sector, initiatives in Europe are taking on important roles with limited resources. For example, Anduril has emerged as a notable example in the field of autonomous systems, increasing its valuation with a $1.5 billion investment in 2024.
On the other hand, Shield AI is developing software that can operate drones without human intervention. The company's recent valuation of $1.2 billion reinforces the role of AI in the military domain.
Applied Intuition is also a significant player with its simulation infrastructure. By significantly increasing its valuation with investments received in 2024, it has established a solid position in the sector.
Additionally, France-based Harmattan AI focuses on drones and electronic warfare systems, offering real-time decision-making capabilities in modern combat environments.
Future Vision
All these developments clearly indicate that the weight of hardware in defense technologies is decreasing, while AI and software are coming to the forefront. While US-based companies grow with high investments, European initiatives are trying to remain competitive by focusing on strategic areas with more limited budgets.
Thus, it seems that in the coming period, autonomous systems and AI-powered solutions will emerge as decisive elements on the global stage.