military
1631 articles tagged
Rolls-Royce's propulsion expertise positions it as a structural beneficiary of autonomous defense platform growth, despite having no direct robotics exposure.
Airbus integrates European mission system onto two Kratos Valkyrie combat drones for German Air Force delivery by 2029, positioning itself as sovereign system integrator.
Airbus integrates European mission system onto two Kratos XQ-58 Valkyries for German Air Force delivery by 2029, signaling international production momentum.
SpaceX consolidates 82% of commercial launch market while pivoting to defense-critical autonomous systems, including a reported $2B Pentagon missile defense contract.
GA-ASI's JASSM/LRASM integration on MQ-9B signals a weapons platform race where Raytheon holds only subsystem roles, not weapons integration—a critical competitive gap as 2026 flight tests lock in platform-weapons pairings.
Huntington Ingalls Industries leverages its monopoly position in nuclear shipbuilding to fund a credible second growth engine in maritime autonomy and AI-enabled manufacturing.
Israel Aerospace Industries leverages state backing and IDF demand to position itself as a credible contender in defense robotics, with two fielded UGV platforms but facing software velocity and export constraints.
Shield AI raises $2B at $12.7B valuation, positioning Hivemind autonomy software as the horizontal layer across military aviation platforms from V-BAT to MQ-20 Avenger.
Rheinmetall rides European rearmament with €40B backlog but faces autonomy gap against software-native competitors as it pursues systems integrator model.
Damen transitions Liberty-class autonomous surface vessel to production with Conrad Shipyard, marking shift from prototype to U.S. Navy program of record.