Sovereignty-as-a-Service: How Private Tech Firms Are Redefining National Security

Commentators note that Western governments are increasingly turning to private technology companies to supply capabilities that were once built inside the state. Under the emerging “Sovereignty-as-a-Service” (SaaS) framework, governments set strategic requirements, provide capital and procurement coordination, and act as customers, while firms design, integrate, and maintain the underlying technology and infrastructure. The model is presented as a way to shrink the time-to-capability gap for critical domains such as autonomy, energy, advanced manufacturing, computing, and critical materials.

The Jerusalem Post

The United States’ recent refocus on its own strategic interests has prompted allies to assume greater responsibility for their security, exposing gaps in domestic industrial capacity. Dependence on foreign supply chains is described as a national-security vulnerability, prompting a push for sovereign capabilities across a broader set of technologies. The commentary argues that even the United States cannot internally produce every strategic asset at the required pace, scale, or quality, and smaller allies face even larger shortfalls.

The Jerusalem Post

Companies highlighted include Anduril (autonomous undersea presence and rapid wartime industrial capacity), Saronic (shipbuilding revitalization), General Matter (domestic nuclear-fuel production), and a host of Israeli firms such as Kela, Aitan, OHR, Covenant, Voltify, and Civan. The piece estimates that the 2026 Fortune 500 generated over $21 trillion in revenue; applying a 5 % technology-spend benchmark yields more than $1 trillion in annual technology budgets. NATO members have pledged to spend 5 % of GDP, amounting to roughly $60 trillion today, with the target extending to 2035 across defense and broader security-related investment. These figures are presented as the scale of potential market opportunity for SaaS providers.

The Jerusalem Post

Israel is portrayed as a particularly attractive partner because of its deep technical talent and a demanding government-military customer base. The commentary suggests that Israeli firms can serve as design partners and proving grounds, while the United States, Europe, the Gulf, and Asia provide the scale markets. The goal is described not merely as exporting Israeli technology but building end-to-end sovereign capabilities—including technology, infrastructure, integration, training, and deployment—under Israeli leadership.

The Jerusalem Post

The analysis concludes that the next generation of founders may shift from selling software to corporations toward building companies that sell full sovereign capabilities to nations. This evolution implies that governments will increasingly treat domestic tech firms as strategic capability builders rather than simple vendors, reshaping the relationship between state and industry in the security domain. (Photo: A FURY drone at Anduril’s Arsenal-1 facility in Ashville, Ohio, March 19, 2026.)

The Jerusalem Post