software

ABB's planned Q2 2026 Robotics IPO will establish valuation benchmarks for defense and industrial robotics, reshaping contract negotiations and M&A timelines across the sector.

Anduril secures $87M task order on a $20B Army counter-UAS C2 contract vehicle, establishing Lattice as the DoD's reference architecture for command and control systems.

Army designates Anduril's Lattice as C-UAS C2 standard, awards $87M initial task order under new $20B, 10-year contract vehicle.

FANUC partners with NVIDIA on physical AI stack, signaling Isaac Sim and Jetson/IGX Thor as de facto standards for industrial robotics through 2028.

IS4S secures SpRCO R2C2 IDIQ contract for cloud-native satellite ground control, marking second major DoD vehicle award in 90 days alongside MDA SHIELD.

PMI's $3.67M ONR contract signals early-stage research funding, but lacks the software-defined controls and RaaS monetization model now defining defense robotics investment.

Standard Bots' $63M funding round widens the capital gap for stealth-stage defense robotics entrants like Private Machines Inc., which holds only a $3.67M ONR contract.