There’s been a noticeable shift towards more interest in defence tech in recent weeks as Europe wakes up to the reality that it will need to up its defence spending and the US is becoming less supportive of Ukraine. It’s fuelled a huge boost in public European defence stocks in the last couple of days — and VCs are noticing a vibe shift in the private markets, too.
Analysis
March 4, 2025
VCs see a vibe shift towards defence as military stocks and geopolitical tensions rise
Some investors are observing more interest in defence, but worry there’s still more talk than action
4 min read
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The people, companies and trends shaping European AI and deeptech.
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