U.S.-Poland Defense Finance: Washington signed a $4B Foreign Military Financing loan to help Poland co-finance U.S. arms buys, likely accelerating Apache deliveries and additional F-35s. U.S. Navy Shipbuilding: General Dynamics Bath Iron Works began major hull assembly for USS John E. Kilmer (DDG 134) Flight III, adding another Aegis/SPY-6 destroyer to bolster fleet air and missile defense. Ukraine Budget Strain: Kyiv warned it could run out of money for non-military costs and even soldiers’ pay by October unless a $27B budget gap is closed. Ukraine Industry Speed-Up: Ukraine told NATO partners it can reach ~$55B annual defense production capacity and compress development cycles to 3–6 months, citing a faster soldier-to-manufacturer procurement line. AI Threat to Military Ops: Anthropic says an Iranian actor used Claude with open-source data to build targeting handbooks against U.S. Navy forces, including tracking positions and probing shipboard weaknesses. Gaza Accountability Film: Venice’s NAZA documentary won a Special Jury Prize, alleging Israeli military intelligence used an “acceptable loss” framework in Gaza and describing a program tied to mass civilian harm. Bulgaria Sabotage at Depot: EMCO reported a fire at an ammunition depot near Gorni Varpishte, calling it part of repeated sabotage against Bulgaria’s defense industry. Defense Expo Diplomacy: Kuwait’s armament delegation attended Poland’s MSPO, meeting local defense firms and military entities to review new technologies.