AI data centres and defence tech lead investment waveInvestment is accelerating in defence tech as global governments increase spendData centres, energy, and military technologies are the main investment channels tech buyers want to pour money into, according to new research. The comments come as tech companies continue to pour copious amounts of capital into AI infrastructure. Amazon, Microsoft, Google and Meta are expected to spend more than $700bn on AI infrastructure this year, while Britain is competing to attract new data centres and computing capacity. London-based AI infrastructure company Nscale has raised almost $3.7bn this year to expand its network of AI data centres, while the City of London recently backed InvestConnect, a platform designed to connect more than $3tn of global capital with UK infrastructure projects. Defence attracts fresh capitalInvestment is also accelerating in defence tech as global governments increase military spending and prioritise AI and autonomous systems.