The US-Iran war sharpened why production speed matters for high-speed weapons.

They include Silicon Valley giants, the CIA’s strategic fund and even a New York syndicate.

The Q1 2026 Defense Tech VC Trends report provides an analysis of recent VC activity and includes a market map of leading VC-backed companies in the space.

Operation Epic Fury reshaped PE/VC markets across aerospace, defense, energy, and construction. PitchBook breaks down winners, headwinds, and acquisition targets across seven sectors.

This analyst note maps the US defense tech VC fund landscape, examining fundraising trends, capital concentration, subsegment exposure, and government-backed programs shaping the ecosystem from 2019 through 2025.

This analyst note examines why defense electronics is emerging as a core PE focus, driven by rising military demand for sensing, electronic warfare, and mission computing technologies.

That enthusiasm came at the expense of logistics and warehousing robotics.

The escalating conflict will accelerate winners and raise the bar for new entrants.

VC investment in autonomous systems increased 143% last year.

New PitchBook research offers predictions about emerging VC opportunities.

The Q4 2025 Defense Tech VC Trends report provides an analysis of recent VC activity and includes a market map of leading VC-backed companies in the space.

As geopolitical risks grow, larger companies are entering the vertical earlier to accelerate innovation.

This analyst note examines how defense innovation has shifted toward manufacturing readiness, as venture capital prioritizes production capacity, execution risk, and scalable output.

VC interest in the sector is expected to accelerate this year as historic government spending increases drive return potential.

The Defense Tech VC First Look is a preliminary release of top-line venture industry figures for the defense tech sector, intended as a first-to-market source of key datasets and findings.

Lux closed on $1.5B for Fund IX, the deep-tech firm announced Wednesday

While fundraising remains tough for first-timers, a distinct strategy and strong pedigree can still get the job done

Our 2026 Artificial Intelligence Outlook identifies the top AI subsectors to watch within our emerging technology verticals in the upcoming year.