NEWS

2767 articles
Rolls-Royce plc: Company Profile defense

Rolls-Royce's propulsion expertise positions it as a structural beneficiary of autonomous defense platform growth, despite having no direct robotics exposure.

Analysis 3 min read
DJI: Company Profile defense

DJI, the world's largest drone manufacturer, faces existential U.S. regulatory pressure while defending its 70-80% global market share and mounting a federal legal challenge against FCC restrictions.

Analysis 4 min read
NVIDIA GTC: Company Profile defense

NVIDIA positions itself as a full-stack AI systems integrator for robotics at GTC 2026, consolidating Isaac, Omniverse, and fleet networking around its Physical AI platform.

Analysis 1 min read
NVIDIA GTC: Company Profile defense

NVIDIA positions itself as a full-stack AI systems integrator for robotics through Isaac, Omniverse, and fleet-scale networking, signaling ambitions beyond GPU vendor status.

Analysis 3 min read
Airbus is preparing two uncrewed combat aircraft from Kratos for first flight with a European mission system intelligence

Airbus integrates European mission system onto two Kratos Valkyrie combat drones for German Air Force delivery by 2029, positioning itself as sovereign system integrator.

Brief 2 min read
Airbus is preparing two uncrewed combat aircraft from Kratos for first flight with a European mission system intelligence

Airbus integrates European mission system onto two Kratos XQ-58 Valkyries for German Air Force delivery by 2029, signaling international production momentum.

Brief 2 min read
NVIDIA BlueField DPU and Networking for Fleet Autonomy intelligence

NVIDIA's BlueField DPU and networking stack is reshaping multi-robot fleet architecture procurement, creating lock-in risks and opportunities for defense programs and operators.

Brief 2 min read
NVIDIA GTC 2026 Conference - Physical AI and Robotics Track intelligence

NVIDIA GTC 2026 positions Isaac/Omniverse as the default physical AI stack, creating ecosystem lock-in for defense and infrastructure robotics programs, though robotics revenue remains undisclosed.

Brief 2 min read
NASA Robotics News: Company Profile defense

NASA's robotics and autonomous systems portfolio functions as the market-shaping actor for commercial space servicing, setting reference architectures and validating technologies that private firms build businesses around.

Analysis 3 min read
SpaceX: Company Profile defense

SpaceX consolidates 82% commercial launch market share while pivoting toward defense-critical autonomous systems integration, including a reported $2B Golden Dome missile defense constellation contract.

Analysis 4 min read