Company: SAC-UN
Filing Date: 2025-08-22
Form Type: DRS
Source: 0002077096-25-000043
Chunk: 157

Company: Safeguard Acquisition Corp.
Filing Date: 2025-08-22
Form: DRS
Chunk 157
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. Additionally, artificial intelligence and machine learning (“AI/ML”) are becoming foundational across defense platforms, enabling autonomous operation & decision -making, predictive maintenance, and enhanced situational awareness. We believe that the modernization of command and control (“C2”) infrastructure and the integration of advanced communications and software -definedsystems represent a critical investment frontier in the defense sector. As military operations become increasingly multi -domain— spanning land, air, sea, space, and cyber — the ability to rapidly collect, process, and disseminate data across platforms and services is essential to maintaining operational superiority. Initiatives such as Joint All -DomainCommand and Control (“JADC2”) are driving demand for interoperable systems, resilient networks, and real -timedata fusion capabilities that enable faster, more informed decision -making. This shift is accelerating the adoption of cloud -nativearchitectures, edge computing, and AI -enabledbattle management software, which together form the digital backbone of next -generationdefense operations. As the battlespace becomes more connected and contested, investment in secure, scalable, and adaptive C2 solutions is becoming a strategic imperative for advanced militaries worldwide. 103 We also see significant opportunity in munitions replenishment and industrial base revitalization. The conflict in Ukraine has exposed critical vulnerabilities in global munitions stockpiles and broader industrial base capacity, prompting the U.S. and NATO allies to invest heavily in replenishing and expanding inventories of key systems such as Javelins, Stingers, HIMARS rockets, and precision -guidedmunitions. This has triggered a wave of investment in the defense industrial base, including modernization of munitions plants through automation and digital manufacturing, capacity expansion to reduce production lead times and meet surge demand, and public -privatepartnerships to ensure supply chain resilience and innovation. In our view, these trends represent a generational opportunity for investment across the defense technology sector. As allied nations continue to prioritize readiness, deterrence, and technological superiority, we believe the sector is well -positionedfor sustained growth, with long -termdemand underpinned by both geopolitical necessity and strategic policy alignment. Government Solutions & National Security We believe the government solutions & national security sector is undergoing rapid transformation as the U.S. and its allies adapt to a new era defined by hybrid warfare, persistent cyber threats, and accelerating adversary technological capability. This evolution is driving sustained investment in cybersecurity, mission support, and digital modernization — core pillars of national resilience and operational superiority. Despite broader reductions in federal civilian consulting and discretionary spending,