BUSINESSFORTUNE
The defense tech boom has become a bubble—or it will be soon
Defense tech has shifted from a contentious niche in Silicon Valley to a booming investment area, with startups like Anduril, Saronic, and Shield AI securing high valuations. Venture capital funding for defense tech surged to $19.8 billion in Q1 2026, raising concerns about a potential bubble, as acknowledged by Anduril CEO Brian Schimpf.
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Adjacent reporting
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