BY TYLER DURDEN
FRIDAY, OCT 02, 2026 – 10:00 AM
Beyond nuclear, the "powering up America" theme, AI, and the more recent "own the bottlenecks" theme, we have also outlined incoming tailwinds for drone and counter-UAS companies as the Department of War adapts to the wars in Ukraine and the Gulf area. That requires massive drone stockpiling and the development of conflict-free supply chains.
To do this, Defense Secretary Pete Hegseth is creating a four-star combatant command for autonomous warfare, seeking to accelerate the DoW’s purchases across all categories of drones, robotics, and AI to prepare the military for warfare that has forever changed – that inflection point arrived in March.
The Autonomous Warfare Command, dubbed "AutoWarCom," is set to become operational in the fall of next year, according to a new Wall Street Journal report.
The WSJ quoted Hegseth as saying in a speech earlier at US Marine Corps Base Quantico, Virginia, that this effort will be "the fastest peacetime shift in modern military history."
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