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How AI Is Transforming Europe’s Defense Industry | Bloomberg Tech: Europe 11/14/2025

Artificial Intelligence is profoundly changing the way nations fight and how they defend themselves. In this episode of “Bloomberg Tech: Europe,” Tom Mackenzie meets the European innovators rewriting the rules of defense, challenging the old guard, as well as driving a new era of tech sovereignty. And with war on Europe’s doorstep, Bloomberg speaks to…

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Artificial Intelligence is profoundly changing the way nations fight and how they defend themselves. In this episode of “Bloomberg Tech: Europe,” Tom Mackenzie meets the European innovators rewriting the rules of defense, challenging the old guard, as well as driving a new era of tech sovereignty. And with war on Europe’s doorstep, Bloomberg speaks to companies including Palantir and Helsing on how they are helping Ukraine’s resistance against Russia.

“Bloomberg Tech: Europe” spotlights the biggest names and trends shaping the region’s technology ecosystem as the global competition heats up. This monthly, 30-minute magazine-style show features in-depth interviews with top technology leaders, as well as major investors and policymakers – giving you a compelling A to Z of the most consequential innovations, opportunities and challenges.

Chapters:
00:00:00 – Bloomberg Tech: Europe
00:01:11 – AI reshaping defense tech
00:03:19 – Helsing Co-Founder & Co-CEO Torsten Reil
00:05:31 – Helsing: Europe’s biggest AI defense startup
00:08:47 – Rheinmetall on 2026 production plans
00:10:30 – Palantir’s defense AI surge
00:11:25 – Palantir UK Head Louis Mosley
00:16:23 – Palantir’s UK push
00:17:33 – Ukrainian drone industry
00:19:06 – Europe’s path to sovereign defense tech industry
00:19:41 – General Catalyst Managing Director Jeannette zu Fürstenberg
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2 Comments

2 Comments

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Bloomberg Technology

Altman Says AI Will Transform the Economics of Energy

AI “is going to transform the economics of the energy world,” OpenAI Chief Executive Officer Sam Altman said Monday at the Adipec conference in Abu Dhabi. The ChatGPT-maker’s signed deals to deploy its technology across energy companies, investment firms and government agencies across the United Arab Emirates, deepening ties as it seeks billions of dollars in…

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AI “is going to transform the economics of the energy world,” OpenAI Chief Executive Officer Sam Altman said Monday at the Adipec conference in Abu Dhabi. The ChatGPT-maker’s signed deals to deploy its technology across energy companies, investment firms and government agencies across the United Arab Emirates, deepening ties as it seeks billions of dollars in funding from the country’s state-backed investors.
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Bloomberg Technology

Power On: How Will a Touchscreen MacBook Impact the iPad?

Does having a touch-screen Mac eliminate the market for the iPad? On this episode of the Power On podcast, Bloomberg’s Mark Gurman and Chris Welch discuss whether Apple’s new touch-screen MacBook Pro will end up competing with its own iPad. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full…

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Does having a touch-screen Mac eliminate the market for the iPad?

On this episode of the Power On podcast, Bloomberg’s Mark Gurman and Chris Welch discuss whether Apple’s new touch-screen MacBook Pro will end up competing with its own iPad.
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Bloomberg Technology

Oracle Kicks Off $20 Billion Capital Raise

Bloomberg’s Ed Ludlow breaks down debt offerings from Oracle, which is kicking off a $20 billion capital raise to finance its AI infrastructure spending, and Alphabet, which is tapping the European debt markets. Plus, Anthropic’s revenue hits nearly $17 billion in the third quarter and Matt Witheiler, head of late-stage growth at Wellington and an…

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Bloomberg’s Ed Ludlow breaks down debt offerings from Oracle, which is kicking off a $20 billion capital raise to finance its AI infrastructure spending, and Alphabet, which is tapping the European debt markets. Plus, Anthropic’s revenue hits nearly $17 billion in the third quarter and Matt Witheiler, head of late-stage growth at Wellington and an Anthropic investor, joins to discuss new details from the amended IPO filing. And Apple is trading at its priciest level since 2008, ahead of its earnings.

00:00:00 – Bloomberg Tech Begins
00:00:50 – Brody Ford on Alphabet & Oracle
00:03:07 – Celine Woo, Lazard Asset Management on Hyperscaler Growth
00:08:35 – Bailey Lipschultz on Anthropic New S-1 Details
00:11:19 – Matt Witheiler, Wellington Management on Anthropic IPO
00:18:18 – Ryan Vlastelica on Apple Results Today
00:23:07 – Ryan Gould on Marvell for Lumentum
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00:32:37 – Will Manudis, Scienceio Founder on Value of AI
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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