President Trump's August 2026 memorandum authorizes foreign shipbuilders to construct critical naval vessels under the "Finland Model," requiring them to establish US facilities and train American workers. The directive aims to expand domestic shipbuilding capacity while addressing immediate fleet readiness needs through strategic partnerships with allied nations. This policy shift could fundamentally reshape Navy acquisition programs and the competitive landscape for defense contractors.

A logistics company sends a fleet of AI-powered drones across a city. Each one carries a high-resolution camera and machine-learning software to identify obstacles and find safe landing zones. Along the way, without anyone intending it, the drones capture footage of gardens, open windows, children in playgrounds, and people on their morning commute.

The geopolitical situation, tightening regulation and the growing importance of national security are having a significant impact on investments and acquisitions in the defence sector.

The global security environment has changed, and geopolitical tensions have intensified drastically, prompting many countries to update their foreign direct investment (FDI) screening regimes in recent years