Beyond nuclear, the "powering up America" theme, AI, and the more recent "own the bottlenecks" theme, we have also outlined incoming tailwinds for drone and counter-UAS companies as the Department of War adapts to the wars in Ukraine and the Gulf area. That requires massive drone stockpiling and the development of conflict-free supply chains.
To do this, Defense Secretary Pete Hegseth is creating a four-star combatant command for autonomous warfare, seeking to accelerate the DoW's purchases across all categories of drones, robotics, and AI to prepare the military for warfare that has forever changed - that inflection point arrived in March.
The Autonomous Warfare Command, dubbed "AutoWarCom," is set to become operational in the fall of next year, according to a new Wall Street Journal report.
The WSJ quoted Hegseth as saying in a speech earlier at US Marine Corps Base Quantico, Virginia, that this effort will be "the fastest peacetime shift in modern military history."
The key is the massive rearmament supercycle set to kick off, if it hasn't already. It will provide massive tailwinds for drone co
