back
Get SIGNAL/NOISE in your inbox daily

The increasing adoption of artificial intelligence in U.S. military and defense operations marks a significant shift in how tech companies are engaging with national security applications.

Recent developments: Meta has expanded access to its Llama AI model for U.S. government defense agencies, responding to revelations about Chinese military researchers utilizing its open-source code.

Political landscape: The anticipated transition in U.S. leadership could significantly alter the trajectory of military AI development.

  • Trump advisers have drafted plans for multiple “Manhattan Projects” focused on military technology advancement
  • The proposed initiatives aim to enhance AI model security and military capabilities
  • Current supporters of Trump show division on AI development approaches, particularly between tech investors advocating rapid advancement and those urging caution

Financial commitment: The Pentagon is making substantial investments in artificial intelligence capabilities, signaling long-term commitment to AI integration in defense operations.

  • The 2025 defense budget allocates nearly $2 billion specifically for AI and machine learning within a broader $143 billion R&D framework
  • Former Joint Chiefs chairman Mark Milley projects AI could drive up to one-third of U.S. military forces by 2040
  • Tech companies view government partnerships as valuable for stable revenue streams and regulatory influence

Security implications: The open-source nature of some AI models has sparked debate about national security risks and benefits.

  • Meta’s Llama model demonstrates both the advantages and vulnerabilities of open-source AI architecture
  • Some experts warn that open-source models could accelerate global AI arms race
  • Others argue that public accessibility enables better security monitoring and threat detection
  • The discovery of Chinese military adaptation of open-source code has highlighted potential risks

Strategic considerations: The evolving relationship between tech companies and defense agencies presents complex tradeoffs between innovation and security concerns that will likely shape future AI development and deployment.

  • The trend toward increased military AI adoption appears set to continue regardless of political leadership changes
  • Questions remain about how to balance technological openness with national security interests
  • The impact on international AI competition and military capabilities remains to be fully understood

Recent Stories

Oct 17, 2025

DOE fusion roadmap targets 2030s commercial deployment as AI drives $9B investment

The Department of Energy has released a new roadmap targeting commercial-scale fusion power deployment by the mid-2030s, though the plan lacks specific funding commitments and relies on scientific breakthroughs that have eluded researchers for decades. The strategy emphasizes public-private partnerships and positions AI as both a research tool and motivation for developing fusion energy to meet data centers' growing electricity demands. The big picture: The DOE's roadmap aims to "deliver the public infrastructure that supports the fusion private sector scale up in the 2030s," but acknowledges it cannot commit to specific funding levels and remains subject to Congressional appropriations. Why...

Oct 17, 2025

Tying it all together: Credo’s purple cables power the $4B AI data center boom

Credo, a Silicon Valley semiconductor company specializing in data center cables and chips, has seen its stock price more than double this year to $143.61, following a 245% surge in 2024. The company's signature purple cables, which cost between $300-$500 each, have become essential infrastructure for AI data centers, positioning Credo to capitalize on the trillion-dollar AI infrastructure expansion as hyperscalers like Amazon, Microsoft, and Elon Musk's xAI rapidly build out massive computing facilities. What you should know: Credo's active electrical cables (AECs) are becoming indispensable for connecting the massive GPU clusters required for AI training and inference. The company...

Oct 17, 2025

Vatican launches Latin American AI network for human development

The Vatican hosted a two-day conference bringing together 50 global experts to explore how artificial intelligence can advance peace, social justice, and human development. The event launched the Latin American AI Network for Integral Human Development and established principles for ethical AI governance that prioritize human dignity over technological advancement. What you should know: The Pontifical Academy of Social Sciences, the Vatican's research body for social issues, organized the "Digital Rerum Novarum" conference on October 16-17, combining academic research with practical AI applications. Participants included leading experts from MIT, Microsoft, Columbia University, the UN, and major European institutions. The conference...