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Japan doubled defense spending to counter China. Now it wants AI, underwater attack drones and government-owned weapons factories Fortune · 25

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2026

31 Aug Japan doubled defense spending to counter China. Now it wants AI, underwater attack drones and government-owned weapons factories

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Japan Ministry of Defense deploys this technology · 1 source

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TLDRocket 20 October 2026

Meta’s big bet is still the loudest signal in AI today: Mark Zuckerberg and Alexandr Wang framed the company’s next phase as a full-stack build—own the infrastructure, then monetize agent-style tools beyond ads—with projected spending of $100 billion to $200 billion. The point isn’t just better models; it’s vertical control. Meta is scaling its own compute and, if systems like its “Muse” move from demos to dependable product, could shift revenue from impressions to interactions.

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