New missile gap?
Also it's more that US munition stockpiles are running dry, drainage rate is increasing and their restoration will take years even if they would stop all their wars now. It's not DPRK arming massively, if they are closing the gap with strike ability.
I recall there has been suggestions that a large amount of AI layoffs weren't AI layoffs at all, but an excuse for companies to dump large amount of already unnecessary workers and cut costs that way. Without it seeming like they were just doing mass layoffs, because that would negatively affect the stock price.