John, that's right. We've got a new social media post from the president on Nvidia. The president saying on social media just moments ago, I have informed President Xi of China that the United States will allow Nvidia to ship its H200 products to approved customers in China and other countries under conditions that allow for continued strong national security.President Xi responded positively. 25% will be paid to the United States of America, the president says. He goes on to say in a very lengthy post uh t ...

You have so much rich data as to perhaps some of the nuances when it comes to Europe versus U.S.. Why Jamie Dimon cares about defense right now is because it's geopolitically important, is economically important. And he's putting $1.5% trillion initiative for the next ten years.Roger, what was it that you took away from the event in terms of money coming towards defense, Defense tech in particular. Well, really, we're seeing this renewed dynamism in the national defense community. I mean, we started the Rea ...

At the heart of Trump’s national-security policy is a race for economic survival that extends far beyond the US https://t.co/0TXu81xjpc ...

Geopolitical Strategy - The national security strategy criticizes European leaders' "unrealistic expectations" for settling the war in Ukraine [1] - The strategy calls for an end to NATO expansion [1]

AI Development & Application at Los Alamos National Laboratory - Los Alamos National Laboratory has been applying AI and ML for almost 70 years, evolving from early applications like Los Alamos chess to modern generative AI agents [2][3] - The laboratory is leveraging generative AI and agentic approaches to accelerate scientific discovery, particularly in areas like inertial confinement fusion (ICF) capsule design [4][5] - The laboratory emphasizes the importance of writing its own models and pushing the science of AI, while also recognizing the need for partnerships with commercial industry and academia [9][10] - Los Alamos National Laboratory is using AI to enhance its mission, including national security, by improving speed and efficiency in various tasks [8] Partnerships & Collaboration - Los Alamos National Laboratory actively seeks partnerships with commercial industry and academia to advance AI development and application [9][10] - The laboratory has established partnerships with the UC family of schools and frontier labs like OpenAI for collaborative research and development [12] - The laboratory emphasizes the importance of trust and shared responsibility in partnerships, particularly regarding the security and governance of AI tools and services [14][15] Governance & Security Considerations - The US government, including Los Alamos National Laboratory, is developing strategies and plans for AI implementation and governance, guided by OMB memorandums like M-25-21 and M-25-22 [15][26] - The laboratory highlights the critical need for robust cybersecurity measures, including compliance with standards like NIST 800-53 and FedRAMP, to protect sensitive data [21][22] - The laboratory emphasizes the importance of building AI systems with explanability, isolation, and governance in mind, particularly for applications with real-world impacts [31][32][35] - The laboratory requires software bills of materials and detailed information on open-source dependencies and patching plans from its service providers [36] Key Requirements for AI Service Providers - AI service providers should prioritize building for explanability to ensure transparency and accountability in decision-making [31] - AI service providers should build for isolation, considering deployment in environments with limited services, such as DoD Impact Level 5 [33][34] - AI service providers should build for governance, providing software bills of materials and detailed information on open-source dependencies and patching plans [35][36] - AI service providers should maintain speed in updating their federal offerings to align with commercial releases, addressing export compliance laws [37][38]

Key Takeaways BigBear.ai is shifting focus to defense AI, supported by its deal to acquire federal-focused Ask Sage.BBAI expects delayed defense contracts to convert in 2026, aided by rising government AI adoption.BBAI holds $715M in liquidity to fund growth, integrate Ask Sage, and pursue federal AI opportunities.National security spending is emerging as the strongest tailwind for BigBear.ai Holdings, Inc. (BBAI) heading into 2026, with multiple indicators suggesting a cyclical upswing in demand for secure ...

Core Insights - AeroVironment, Inc. has appointed Milancy Harris as Vice President and Chief Security Officer to enhance its security strategy across its expanding mission portfolio [1][2] - Harris brings extensive experience from both the U.S. Government and private sector, including her recent role as Acting Under Secretary of Defense for Intelligence and Security [2][3] - The company emphasizes its commitment to innovation, national security, and public trust, with Harris stating the importance of protecting AV's people, programs, and technologies [4] Company Overview - AeroVironment (NASDAQ: AVAV) is a leader in defense technology, providing integrated capabilities across various domains including air, land, sea, space, and cyber [4] - The company develops autonomous systems, loitering munitions, counter-UAS technologies, and cyber capabilities, aimed at meeting the needs of modern warfare [4] - AV's core technology, AV_Halo, is an AI-powered suite of software tools designed to enhance battlefield operations [4]

Core Insights - The artificial intelligence (AI) narrative is shifting towards national security, with the Trump administration's "Genesis Mission" aiming to double productivity in American science and engineering within a decade, positioning AI as a national security imperative akin to the Manhattan Project [1] Group 1: Government Initiatives and Investments - The U.S. government is driving AI growth through significant investments, exemplified by Amazon Web Services (AWS) committing up to $50 billion to enhance data center infrastructure for government clients, indicating a reliance on federal defense and intelligence budgets for future AI advancements [2] - The administration is emphasizing robotics as a critical component of its strategy to compete with China's manufacturing capabilities, highlighting the need for "physical AI" to enable advanced industrial automation and reshoring of production [3] Group 2: Economic Vulnerabilities and Strategic Needs - U.S. manufacturing costs are reported to be ten times higher than those in China, creating a strategic vulnerability that necessitates a focused approach to advanced manufacturing and robotics [4] - A call for a "National Strategy for Robotics" has been made to address the manufacturing gap and ensure U.S. leadership in this sector [5] Group 3: Investment Opportunities - The policy shift towards prioritizing both software and industrial automation presents new investment opportunities beyond traditional market-cap weighted indices, suggesting a broader opportunity set for financial advisors and investors [6] - The ROBO Global Artificial Intelligence ETF (THNQ) and the ROBO Global Robotics and Automation Index ETF (ROBO) utilize a modified equal-weighting methodology, which diversifies exposure away from mega-cap companies and focuses on mid-cap and specialized players crucial to this sector rotation [7]

Do you see this as a signal that the mood is changing and that national security is now the United States not having its technology sold internationally. Not that the US technology will be allowed out of the US into, say, China's hands. Yeah, there's a very specific point of distinction of what the omission of that that Rulemaking and the GAIN Act provides for the original proposal was that in video would have to prioritize American customers for the lead edge chips over a potential export customer, which w ...

Do you see this as a signal that the mood is changing and that national security is now the United States not having its technology sold internationally. Not that the US technology will be allowed out of the US into, say, China's hands. Yeah, there's a very specific point of distinction of what the omission of that that Rulemaking and the GAIN Act provides for the original proposal was that in video would have to prioritize American customers for the lead edge chips over a potential export customer, which w ...