Silicon Valley Bet on War. The Bets Are Paying Off.

As the war in the Middle East enters its third week, intelligence gathered by the Pentagon is being analyzed by technology from the artificial intelligence company Anthropic, on a system run by the data analytics firm Palantir.

Drones created by a defense tech start-up in Arizona have emerged as a key piece of the U.S. war arsenal.

And anti-drone systems made by a California start-up have been deployed to protect U.S. forces in the region.

Silicon Valley made risky bets in recent years on developing defense-related technology and providing services to the U.S. military establishment. Now those bets are paying off. From behemoths providing data systems to smaller companies offering novel weapons, tech firms such as Google, Palantir and OpenAI have found themselves at the heart of the U.S. war effort.

Their central role amounts to an “I told you so” moment. For years, the tech industry’s efforts on defense-related offerings faced skepticism and opposition, with no clear or immediate business rewards. Many Silicon Valley engineers opposed the use of powerful technologies for killing, battles and other military purposes — concerns that persist.

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