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• Published on 3 August 2025
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Published on 12 September 2026
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Published on 12 September 2026
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Published on 12 September 2026
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Published on 11 September 2026
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Published on 11 September 2026
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Let’s be honest, when you think of government spending, you probably picture a slow, creaking machine bogged down by paperwork and nonsensical rules. For decades, the Pentagon’s approach to buying technology was the poster child for this sort of bureaucratic inertia. It was a world of endless small contracts and red tape so thick you could build a bunker with it. Most innovative companies, quite sensibly, ran a mile.
But something has shifted. The recent news of a colossal ten year, ten billion dollar software deal with Palantir Technologies isn't just another line item in a budget. To me, it looks like the Pentagon has finally woken up and smelled the silicon. This isn't just about streamlining a few contracts. It’s a fundamental change in military strategy, and for investors with a bit of foresight, it could present a rather interesting long term theme.
For years, we’ve measured military might in terms of tanks, ships, and fighter jets. That thinking is now dangerously obsolete. Today’s conflicts are fought and won in the digital realm. The new battlefield is a chaotic storm of data, and victory belongs to whoever can make sense of it fastest. Imagine trying to run a global corporation using a rolodex and a fax machine. That’s what a military without cutting edge software looks like in the 21st century.
Commanders need to process intelligence from thousands of sources, coordinate drones with ground troops, and defend against cyber attacks, all in real time. This requires software that is not just clever, but also incredibly robust and secure. It’s a world away from the apps on your phone. This is why the Pentagon is now willing to write enormous cheques to companies that can deliver these capabilities. This isn't discretionary spending, it's a desperate scramble to maintain a technological edge.
This shift creates a new kind of defence contractor. Forget the old metal bashers, we’re talking about data wizards and cybersecurity gurus. Palantir, of course, is the name on everyone’s lips. Their software has become the central nervous system for intelligence agencies and military planners. They don’t just crunch data, they find the needle in a haystack of global information.
Then you have firms like Science Applications International Corp and Booz Allen Hamilton. These aren't plucky startups. They are seasoned operators who understand the peculiar dance of government procurement. They have the security clearances and the deep relationships that create formidable barriers to entry for any would be competitors. This combination of technical prowess and government savvy is the secret sauce. This whole trend is so significant that we've been tracking the key players in what we call the Pentagon's Software Overhaul basket.
So, what’s the investment case here? To me, it’s built on stability. A ten year government contract provides a level of revenue visibility that most tech companies can only dream of. This isn't a fickle consumer market. Once the military integrates a company’s software into its core operations, the cost and difficulty of switching to a competitor become immense.
Of course, no investment is without risk. Defence spending is, by its nature, political. Budgets can be squeezed and priorities can change with the political winds, though national security tends to be a fairly bipartisan concern. Competition for these huge contracts is fierce, creating clear winners and losers. However, with geopolitical tensions simmering around the globe, it seems unlikely that spending on digital defence will be cut any time soon. This isn't about a quick punt, it’s about identifying a deep, structural change in how the world’s largest military plans to fight the wars of the future.
View the full Basket:Pentagon's Software Overhaul
View the full Basket:Pentagon's Software Overhaul
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Published on 12 September 2026
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Published on 12 September 2026
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Published on 12 September 2026
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Published on 11 September 2026
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Published on 11 September 2026
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