Key Points
The Department of Defense extensively utilizes Nvidia’s AI accelerators for logistics, planning, data analysis, and the training of autonomous vehicles. Nvidia’s net income surged by 65% in fiscal 2026, contributing to its $4.6 trillion market capitalization.
Microsoft’s Azure Government platform is a key authorized cloud provider under the Joint Warfighting Cloud Capability, offering military applications like mission planning and secure data sharing. It reported over $119 billion in net income in the last four quarters, reflecting a 29% increase year-over-year, despite a market cap of $2.9 trillion.
Palo Alto Networks has reported a 50% rise in operating income over the past year and holds a $133 billion market cap. Its products, such as the Golden Dome zero-trust solution, are designed for defense applications, supporting both cloud and on-site security for military operations.
