$690 billion. That is the combined capital expenditure five companies — Microsoft, Alphabet, Amazon, Meta, and Oracle — plan to spend on AI infrastructure in 2026. Nearly double 2025. More than the entire publicly traded US energy sector spent, combined, in any prior year. And it is only the beginning of a
Northrop Grumman's MRV-1 launches July 21 — the first commercial robotic mission to extend the life of GEO satellites. A $2.16 billion market is moving from demos to operations.
Sandia's AI-driven DERMS stabilizes grid voltage in real time as data center demand surges. The same system is being positioned to protect military installations from grid instability.
GE Aerospace and Palantir are deploying agentic AI across the T-38 fleet to predict parts demand before failures occur. The defence predictive maintenance market is projected to reach $84 billion by 2034.
AI-generated synthetic control arms can reduce placebo arm size by 30-50% without compromising statistical validity. Unlearn, Medidata, and Phesi are racing to define the standard as regulators signal acceptance.
Constellation Space, Antaris, and a new wave of startups are building AI-native operating systems for the orbital economy. With 10,000 satellites in orbit today and 70,000 projected by 2030, manual operations no longer scale.
AI-designed base editors enter clinical validation. Beam Phase 1/2 BEAM-302 data restores AAT above protective thresholds. Profluent secured $150M plus $2.25B Lilly deal. ARPA-H committed $160M through THRIVE. Compact editors like SsdAtox fit AAV vectors, measured by the BEPI index.
Fortem Technologies started in a Utah facility building a net that catches drones midair. It is a capture system, not a kill system. Autonomous, AI-guided, and designed to lower a threat to the ground intact rather than scatter debris over a stadium or a power plant. 🎯 Lockheed Martin selected