AI
The Pentagon Wants to Lend $5 Billion to an AI Cloud Startup. None of It Would Build a Data Center.
The Office of Strategic Capital would make its largest ever loan to Fluidstack, funding data center components rather than data centers.
Section
Defense Technology
Defense technology news from BusinessTech News. Coverage of Pentagon contracts, defense AI, autonomous weapons, hypersonics, missile defense, drone warfare, and the prime contractors and venture-backed startups competing for DoD budgets. Reporting on Lockheed Martin, RTX, Northrop Grumman, Anduril, Palantir, and Shield AI alongside the policy fights over export controls and procurement reform. Analysis of how new technology changes the balance of capability between US, allied, and adversary forces.
Defense Technology
Defense Stocks Lose Billions as the Iran Peace Deal Unwinds the War Premium
Lockheed Martin, Northrop Grumman, and RTX slip 3-5% as the US-Iran peace deal strips…
AI
Palantir Q1 2026 Earnings Preview: AIP Growth, DoD Tailwinds, And Why Options Are Pricing A 10% Move
Palantir reports first-quarter earnings tonight with options pricing a 10% post-print swing. Wall Street…
AI Ethics
Project Maven Just Became a Program of Record. The Ethics Fight is Far From Over
Project Maven becomes an official Pentagon program as Anthropic withdraws over AI ethics concerns.…