As America Celebrates its 250th, DefenseTech & GovTech Take Center Stage

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As America celebrated its 250th birthday, headlines reported on an investment “boom” in startups focusing on national security. 🎆

Ahead of the July 4th holiday weekend, Fortune reported on the “defense tech boom,” noting that VCs had deployed a record $19.8 billion into the sector across 262 deals in the first quarter of 2026, according to PitchBook. (That number in Q1 2024 was $5.7 billion, and in Q1 2025 was about $17 billion.) Tectonic reported in early July that the H1 total for 2026 was a record $35.6B invested in defense and defense-adjacent startups, a total number which included space, quantum, semiconductors and microelectronics, advanced manufacturing, and energy (primarily nuclear) startups, and a 40% increase from 2025.

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