The intelligence briefing for U.S. Capex decision makers.

Will This Be the Navy's Next Public Shipyard?

The Pentagon Owes The White House a Plan in 90 Days

Blacksburg Builds A Magnet Plant

Plus: Covenant opens a missile factory, Austin scales counter-drone production, and subsea robots get an autonomy retrofit.

Missouri Moves To Recycle Magnets

Plus: Seasats lands $24 million in orders, HII lifts shipbuilding pace, and Austin adds a chip lab.

Winchester Is Building A Hydrogen Fleet

Plus: a $600 million aerostat order, U.S. energetics lands $10.3 million, and Bristol brings 5G module production home.

JetZero Fuels Factory1

Plus: the Army scales Virginia titanium, U.S. lithium locks in a 10-year buyer, and dry-coated batteries win a $50 million push.

Canton Turns Up The Heat

Plus: Lam grows Oregon chip R&D, BAE modernizes USS Boxer, and SiFly raises $20 million for U.S. drone production.

Georgia Closes The Battery Loop

Plus: an Army tactical power grid advances, a $65 million medical-electronics tender lands, and Colorado adds stored-energy manufacturing.

Blackbeard Extension

Plus: 3,000 AI-hardware jobs head to Nevada, an Army howitzer line lands in Alabama, and Utah terbium clears a commercial qualification.

The Pentagon’s New Sandbox

Plus: a Mach 1 test track opens in Indiana, Tomahawk production gets a seven-year runway, and maritime nuclear power moves into site assessment.

Prysmian Builds A Bigger Fiber Backbone

Plus: DARPA pushes cooler RF electronics, 100 megawatts of GPU capacity moves toward market, and a 300-megawatt battery goes live.

HII Widens The Shipbuilding Map

Plus: an autonomous Navy prototype clears its test, $2 billion for batteries and critical minerals, and $745 million for missile interceptors.

Vegas Adds A Second Shift

Plus: $50 million for Army loitering munitions, new NRO radar contracts, a 250 MW Texas battery, and $6.5 million for industrial robots.