Daily Tech: AI, Energy, and Defence Converge as Strategic Spending Accelerates

FutureGate | December 19 2025

Fusion Energy Emerges as a Long-Term AI Power Solution

Trump Media & Technology Group (DJT) agreed to a $6 billion all-stock merger with Google-backed TAE Technologies, underscoring growing investor focus on securing long-term energy solutions for artificial intelligence. TAE is developing fusion-based power systems aimed at delivering reliable, carbon-free baseload electricity, a critical constraint as AI data centres scale. While commercial fusion remains a longer-dated outcome, the deal reflects how markets are increasingly valuing future energy security as a strategic input to sustained AI growth.

Nvidia and the U.S. Government Deepen AI Infrastructure Investment

Nvidia (NVDA), in partnership with the U.S. government, launched the “Genesis” initiative to accelerate domestic AI infrastructure investment and advanced research and development. The program is designed to strengthen U.S. leadership in semiconductors and high-performance computing, while supporting sovereign AI capabilities and supply-chain resilience. From a fund manager’s perspective, government-backed initiatives add visibility and durability to multi-year AI capital expenditure cycles.

Spire Global Positioned for Long-Dated Defence Spending

Spire Global (SPIR) joined a $151 billion Pentagon missile defence contract pool, granting the company eligibility to compete for work providing satellite-based data, tracking, and analytics across multiple defence programs. The size and scope of the contract highlight the increasing role of space-based intelligence in modern defence architectures, offering Spire exposure to long-term, government-funded demand with attractive visibility.

BigBear.ai Expands AI Radar Capabilities in Defence

BigBear.ai (BBAI) announced a partnership to integrate artificial intelligence with advanced radar systems to improve threat detection and situational awareness for defence and homeland security applications. The collaboration reinforces the growing adoption of AI across military systems, where real-time data fusion and decision support are becoming mission-critical. For investors, defence remains a resilient end market for AI deployment, supported by sustained government spending and long-duration contracts.