Tag Archives: defense industrial base

Which Tech Companies Work for the Military? All

Companies including Nokia, Dell, and Oracle are eager to apply decades of experience in civilian technology to the rapidly evolving battlefield. Drones, bodycams and digital sensors now stream real-time intelligence in volumes no human can digest. Military headquarters are crunching through that using artificial intelligence and pumping back to troops situational updates, tactical guidance and battle plans, constantly updated on computer screens and hand-held devices.  “We understand that the future weapon is data,” said Giorgi Tskhakaia, an adviser to Ukraine’s minister of digital transformation 

The first step is connectivity….Nokia is packaging 5G technology for ultra-secure use on battlefields and in national-security applications. It has developed backpacks with small 5G nodes and vehicle-based systems that can handle up to 1,000 users for a sort of tactical communications bubble. In 2025, it announced partnerships with military-equipment giants Lockheed Martin and Rheinmetall to integrate 5G communications into their systems.

Ericsson, the West’s only other maker of 5G networks and a producer of military radios going back to World War II, is also pushing into digital defense applications.

NATO is now working to adopt 5G as a military-communications standard across its 32 members. Alliance experts say the volume of military data is so great that 5G is best for transmission because the standard has at least 10 times the data capacity of earlier systems. It is also much more resilient against jamming

The second step is the extraction of data….Ukraine has spent three years developing AI systems to churn through all it collects… The Pentagon in 2017 launched a significant effort to adopt AI, Project Maven, tapping machine learning to digest mountains of data. Google’s role in the work sparked employee protests at the time…

Oracle, like many of its rivals, is no stranger to working with governments and militaries. The company began in 1977 out of a Central Intelligence Agency program—Project Oracle. But for decades it focused on corporate customers. Now, it and other cloud providers including Google, Amazon.com and IBM are applying to government and national-security work many lessons from their fierce commercial competition to move and process data fastest.

The final step in exploiting battlefield data is delivering it to fighters via gear that can handle combat conditions. Screens are proliferating on the battlefield, just as they did in offices and homes several decades ago, but warfare puts demands on equipment unlike any other environment…One Dell laptop is built to Pentagon standards for resistance to shocks, dust, sand, water and “explosive atmosphere,” meaning it won’t ignite flammable vapor. It can handle temperatures between minus 20 degrees and 145 degrees Fahrenheit.

Excerpt from Daniel Michaels, That 1990s Tech Brand? Its New Gig Is in Battlefield Data, WSJ, Sept. 9, 2025

Guess Who Benefits from the Russo-Ukrainian War?

In the two years since Russia invaded Ukraine, the U.S. defense industry has experienced a boom in orders for weapons and munitions. Business is coming from European allies trying to build out their military capabilities as well as from the Pentagon, which is both buying new equipment from defense manufacturers and replenishing military stocks depleted by deliveries to Ukraine. Industrial production in the U.S. defense and space sector has increased 17.5% since Russia launched its full-scale invasion of Ukraine two years ago, according to Federal Reserve data.  Biden administration officials say that of the $60.7 billion earmarked for Ukraine in a $95 billion supplemental defense bill, 64% will actually flow back to the U.S. defense industrial base.  Recent spending by European governments on U.S. jet fighters and other military hardware represents “a generational-type investment. The past few years are equal to the prior 20 years,” said Myles Walton, a military industry analyst at Wolfe Research….Poland has placed orders worth about $30 billion for Apache helicopters, High Mobility Artillery Rocket Systems, or Himars, M1A1 Abrams tanks and other hardware, the department said. Germany spent $8.5 billion on Chinook helicopters and related equipment, while the Czech Republic bought $5.6 billion of F-35 jets and munitions.

The boost to the U.S. defense industry is just one way the fragmentation of the world economy along geopolitical lines is tightening U.S.-European relations, often to the benefit of the U.S. The U.S. became the world’s largest LNG exporter in 2023, and its LNG exports are expected to almost double by 2030 on already-approved projects. Around two-thirds of those exports go to Europe….

 The Ukraine war served as a warning for American defense strategists, said Cynthia Cook, a defense industry expert at the Center for Strategic and International Studies, a Washington-based think tank. “What Russia’s war pointed out relatively quickly is the constraints in the U.S. defense industrial base especially in terms of surging production rapidly. The good news is that this lesson has been learned when the U.S. is not directly at war.”

Excerpts from Tom Fairless, How War in Europe Boosts the U.S. Economy, WSJ, Feb. 20, 2024