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What defines the next major trend in optics and photonics isn’t always a breakthrough technology, it’s where funding is flowing. In this Optics & Photonics News market report, Tom Hausken examines how public and private investment patterns point to military and defense technology as a major driver in 2026.
Rising global defense budgets, increased venture capital activity, and demand for technologies such as autonomous systems, satellites, directed-energy weapons, and AI-enabled platforms are creating new opportunities for optics and photonics suppliers, often beyond traditional defense contractors. The article also explores how past trends like AI, quantum, and fusion followed similar funding cycles, and what may come next as energy demands grow.
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