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The next phase of the defense cycle may be driven less by new weapons and more by a basic problem. The United States and its allies are using missiles and interceptors faster than the industrial base can replace them, according to an analysis from Citrini Research. The firm argues that modern warfar

The artificial intelligence boom may be reviving one of the market’s most troubled industrial sectors as demand for AI infrastructure begins absorbing the same supply chains originally built for electric vehicles. That is the central argument in a new Citrini Research semiconductor note published Tu