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What’s new: An item from September discussing the geopolitical implications of GNSS vulnerability from investors’ points of view. It makes a number of good strategic points, but may fall a bit short on describing all the tech investment opportunities.
Why it’s important: Investors can drive markets and government leaders, especially if there are serious considerations of risk to existing investments.
What else to know:
- The article discusses several emerging technologies but does not address mature technologies that could use investment. It could be that emerging technologies are of greater interest as they could ‘get in early’ and have the potential to reap larger returns.
- Also, this site and the article are AI driven. Albert Fox, presumably a human, is listed as the author, but just sayin’…
Rising Geopolitical Risks and the GPS Vulnerability Crisis: Implications for Defense and Tech Sectors
The world is witnessing a confluence of geopolitical tensions and technological vulnerabilities that are reshaping the defense and technology sectors. In 2025, the Persian Gulf and Strait of Hormuz have become epicenters of a growing crisis: GPS spoofing and jamming incidents are disrupting maritime operations, threatening global trade, and exposing critical weaknesses in navigation infrastructure. According to a report by Windward AI, nearly 970 ships per day experienced GPS jamming in the region over a four-day period in June 2025, with vessels being redirected to implausible locations such as Iranian ports and the Omani desert [1]. This is not merely a technical glitch but a strategic tool of “grey zone aggression,” where adversaries exploit electronic warfare to destabilize commerce without overt military confrontation [2].