Both - CPUs, electronics, military gear, etc.

Strategic risks such as war, invasions, sanctions, etc. have to be dealt with on a decadal basis.

You have to ask: what's the current reality, and what's the trend?

The trend is pretty clear: our world is going to depend more on computers, not less. You have to prepare for a world where drones have replaced your fighter jets, where every citizen has a smartphone, and where your financial system will collapse without working computers and servers.