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The Wave and the Walls
What is the central argument of “The Wave and the Walls”, and why does it matter for European defence and dual-use markets?
The Wave and the Walls: A new technological wave is colliding with a new geography of power. Defence-finance analysis; 10-page sourced DFM PDF report.
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Original DFM publication · DFM Analysis report · 2026-06-09
A new technological wave is colliding with a new geography of power. Artificial intelligence, synthetic biology, robotics, quantum computing, energy systems, semiconductors and defence manufacturing are advancing at the same time as the world’s major regions seek to reduce dependence on one another.
For decades, technological progress was associated with global integration, open scientific exchange, distributed supply chains and the circulation of talent, capital and knowledge. That assumption is weakening. The central question is no longer only which technologies will advance fastest, but how the race for strategic autonomy will alter their trajectory.
This analysis answers: What is the central argument of “The Wave and the Walls”, and why does it matter for European defence and dual-use markets? What does this mean for European defence funding, procurement and investment decisions? How mature and defensible is the position described in “The Wave and the Walls”? Which European actors, programmes and funding instruments are most exposed?
Key takeaways
- For decades, technological progress was associated with global integration, open scientific exchange, distributed supply chains and the circulation of talent, capital and knowledge.
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Original DFM analysis
The Wave and the Walls
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FAQ
What is The Wave and the Walls?
Artificial intelligence, synthetic biology, robotics, quantum computing, energy systems, semiconductors and defence manufacturing are advancing at the same time as the world’s major regions seek to reduce dependence on…
Why does The Wave and the Walls matter for European defence?
The central question is no longer only which technologies will advance fastest, but how the race for strategic autonomy will alter their trajectory.
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