# Anduril Watch Log News and developments about [[Anduril]], newest first: contracts and awards, funding rounds and valuation, production milestones, foreign deals and leadership changes. Each entry says what happened, why it matters and where the report came from. For the full picture, start with the [[Anduril Dossier]]; Palmer Luckey's politics and donations are in the [[Palmer Luckey News Log]]. ## Log ### 2026-10-19 — HD Hyundai and Anduril run a 3.5-hour unmanned surface vessel demo off Long Beach; no contract - HD Hyundai's VAone vessel autonomy and Anduril's [[Anduril Lattice]] software jointly ran a 368-ton former U.S. Navy test vessel through navigation, mission changes, formation sailing and machinery-failure drills. The U.S. Navy, the Coast Guard, ABS, the Korean Navy and Korea's procurement agency DAPA watched. The companies say they will pursue U.S. unmanned surface vessel programmes. - Why it matters: [[Anduril]], [[HD Hyundai Heavy Industries]]. This is the Korean-shipbuilder track of Anduril's maritime push, alongside the Navy submarine contract and the Arsenal-2 yard. - Source: [Naval News, 2026-10-19](https://www.navalnews.com/?p=92078) ### 2026-10-19 — Australia reveals Ghost Shark payloads, including 12 sea mines and Altius drone swarms - Australia's Defence Industry Minister Pat Conroy showed new payload options for the Ghost Shark extra-large autonomous undersea vehicle at Anduril Australia's Sydney factory. No new contract: production runs under the A$1.7B (about US$1.2B) deal signed September 10, 2025. - Why it matters: [[Anduril]] — an existing allied programme growing its mission set, from surveillance to offensive mining. - Source: [Anduril's Ghost Shark drone sub gets 12 sea mines and Altius swarms (DroneXL, 2026-10-19)](https://dronexl.co/2026/10/19/anduril-ghost-shark-sea-mines-altius-swarms) ### 2026-10-16 — Air Force says an F-22 pilot directed a YFQ-44A Fury through manoeuvres and simulated combat tasks - The Air Force said an F-22 pilot gave high-level direction to a single YFQ-44A earlier in October, with onboard autonomy flying the aircraft. Test date and location were not given. - Why it matters: [[Anduril]], [[Collaborative Combat Aircraft]], [[Anduril Air Force CCA Production Contract]] — a technical milestone, but it does not change the funding position reported on 2026-09-23 (entry below): production expansion still waits on FY27 appropriations. - Source: [F-22 pilot directed Anduril YFQ-44A Fury through flight maneuvers (Defence Industry Europe, 2026-10-16)](https://defence-industry.eu/u-s-air-force-says-f-22-pilot-directed-anduril-yfq-44a-fury-through-flight-maneuvers-and-simulated-combat-tasks-in-airborne-test/) ### 2026-10-14 — Employee tender at $94.80 a share values Anduril at about $90B, up from $61B in May - Anduril opened a tender offer letting current and former employees sell up to about **$1.3B** of shares at **$94.80** each, running **October 13 to November 9**. The price implies a valuation of roughly **$90B**, about 48% above the $61B set in the May round (led by [[Thrive Capital]] and [[Andreessen Horowitz]]). Bloomberg reported first; CNBC followed. Buyers were not named in what was reachable. - Why it matters: [[Anduril]], [[Anduril Series H]], [[Founders Fund]]. A tender is a secondary: no new money reaches the company, so this is not the reported "~$100B round." It does set a mark. It also lands the week after the Navy and NGC2 ceilings, which is the order the venture-funded-prime model needs: announce the government demand, then re-price the equity. - Source: [Anduril employee tender offer would value the defense tech startup at $90 billion (CNBC, 2026-10-14)](https://www.cnbc.com/2026/10/14/anduril-tender-offer-valuation.html); [Anduril eyes $90B valuation in $1.3B employee share sale (Dealroom, 2026-10-14, citing Bloomberg)](https://dealroom.co/news/162674-anduril-eyes-90b-valuation-in-1-3b-employee-share-sale/) ### 2026-10-12 — Anduril unveils Steelfin, a family of low-cost surface-to-air interceptors pitched against PAC-3 and THAAD; on Oct 18 it says it could build them in Europe - Steelfin is a two-stage design (common terminal stage, 10/18/21-inch boosters, Mk 41 VLS packs) for point defence through upper-tier ballistic-missile defence. Anduril claims a PAC-3-class version at under half the cost and "several thousand" missiles a year on shared lines. Ballistic testing is done with representative vehicles; **flight testing is planned for 2027**. No customer, contract or price is disclosed. On October 18, Anduril's VP for Europe, Brian Moran, told Reuters it "would definitely consider" European production, with Poland the main prospect; separately, talks with Poland's state arms group PGZ on building the Barracuda-500 cruise missile in Poland are ongoing. - Why it matters: [[Anduril]]. This is a product announcement, not a sale: every cost figure is company framing against list prices for incumbents. It moves Anduril into the interceptor market that Lockheed and RTX own, where the barrier is test history, not price. - Source: [Anduril unveils Steelfin family of modular surface-to-air missiles (TWZ, 2026-10-12)](https://www.twz.com/land/anduril-unveils-steelfin-family-of-modular-surface-to-air-missiles); [US arms firm Anduril could make interceptors in Europe (Reuters via Defense News, 2026-10-18)](https://www.defensenews.com/industry/techwatch/2026/10/18/us-arms-firm-anduril-could-make-interceptors-in-europe-executive-says/) ### 2026-10-06 — Navy awards Anduril a submarine-components contract worth "up to" $2.9B, paired with a $3.7B company-funded shipyard ("Arsenal-2") at Sparrows Point, Maryland - Anduril announced a U.S. Navy contract **worth up to $2.9B** to build Virginia-class submarine components (torpedo tubes and doors cited), alongside its own **$3.7B** investment in **Arsenal-2**, a ~2M sq ft shipyard at Tradepoint Atlantic, Sparrows Point (Baltimore County), with first operations planned for 2030. The "$6.6B" headline figure is the two added together (Reuters via Defense News). Payments are tied to demonstrated production outcomes, and Fox45 reports the administration is looking mainly to **FY2028-and-later budgets** to fund it. Maryland and Baltimore County committed to match up to 13% of Anduril's investment, partly subject to General Assembly and County Council approval. President Trump announced the project on site; his remarks about autonomous submarines and a 40% taxpayer stake appear in neither Anduril's nor Maryland's release. - Why it matters: [[Anduril]], [[Arsenal-1]], [[Anduril Contracts]], [[Huntington Ingalls Industries]], [[Christian Brose]] — Anduril's first large crewed-submarine industrial-base role, and its largest single Navy award, months after the Navy dropped it from the MUSV marketplace. **Ceiling, not an obligation:** no PIID, contract type, awarding command or obligated amount has been published, so it is not listed as an award on the [[Anduril Contracts]] page. Award date used: Anduril's announcement date, 2026-10-06; the DoD daily contract announcement was not located. Luckey's Project Meridian appointment six days earlier, and the ethics questions it raises, are covered in the [[Palmer Luckey News Log]]. - Source: [Anduril, US Navy invest $6.6 billion to boost submarine parts production (Defense News / Reuters, 2026-10-06)](https://www.defensenews.com/industry/techwatch/2026/10/06/anduril-us-navy-invest-66-billion-to-boost-submarine-parts-production/); [Anduril Gets U.S. Navy Contract for up to $2.9B (OCBJ, 2026-10-06)](https://www.ocbj.com/newsletter-feed/anduril-gets-u-s-navy-contract-for-up-to-2-9b/); [Anduril Arsenal-2 Maryland shipyard (DroneXL, 2026-10-07)](https://dronexl.co/2026/10/07/anduril-arsenal-2-maryland-shipyard-autonomous-subs/); [CNBC (2026-10-06)](https://www.cnbc.com/2026/10/06/anduril-navy-submarine-shipyard-contract.html) ### 2026-10-05 — Army picks Anduril for a potential five-year, $1.8B deal to take the NGC2 data layer to corps scale; base period $162.8M - Anduril announced a **potential five-year, $1.8B** Army award to scale the Next-Generation Command and Control (NGC2) common data layer "from division-scale prototyping to corps-scale fielding," starting with an **initial $162.8M base period** to field it with I Corps under U.S. Army Pacific. Defense Daily says the Army selected Anduril in June; the announcement date is 2026-10-05. - Why it matters: [[Anduril]], [[Anduril Lattice]], [[Anduril Contracts]], [[U.S. Army]] — NGC2 is the data mesh the TITAN entries below already ran on at Project Convergence; this moves Anduril from prototype to the Army's fielded command-and-control backbone for a whole corps. **Ceiling, not an obligation:** the $1.8B is a potential total, and whether the $162.8M base is obligated is not stated in the free text, so it is not listed as an award on the [[Anduril Contracts]] page. ⚠️ Two outlets, both paywalled or summary-level; no PIID located. - Source: [Anduril Nabs Potential $1.8 Billion Army Deal To Support 'Corps-Scale Fielding' For NGC2 (Defense Daily, 2026-10-05)](https://www.defensedaily.com/anduril-nabs-potential-1-8-billion-army-deal-to-support-corps-scale-fielding-for-ngc2/army/); [OCBJ (2026-10-06)](https://www.ocbj.com/newsletter-feed/anduril-gets-u-s-navy-contract-for-up-to-2-9b/) ### 2026-09-29 — Anduril and Voyager Technologies formalize a strategic partnership; Voyager already under $60M+ in orders - Anduril and Voyager Technologies (NYSE: VOYG) announced a strategic alliance on weapons and propulsion supply as shared programs move toward high-rate production. Voyager is already contracted to supply more than $60M of solid rocket motors and divert/attitude-control systems to Anduril, and the partners describe a "shared pipeline" of further programs. Anduril's new 1.18M sq ft Long Beach campus is slated to open in 2027; Voyager's Pueblo, Colorado complex targets ~15,000–20,000 propulsion systems a month at full scale. Voyager shares reportedly rose ~6% on the news. - Why it matters: [[Anduril]], [[Anduril Contracts]] — supplier-side evidence on the munitions-scaling thread (propulsion is the bottleneck for interceptors and missiles). The $60M is Voyager's order backlog from Anduril, a supplier figure, not a government award; nothing added to the ledger. - Source: [Anduril, Voyager Formalize Partnership (Defense Daily, 2026-09-29)](https://www.defensedaily.com/anduril-voyager-formalize-partnership-as-shared-programs-move-into-high-rate-production/business-financial/); [Anduril and Voyager Establish Strategic Partnership (Yahoo Finance, 2026-09-29)](https://finance.yahoo.com/technology/articles/anduril-voyager-establish-strategic-partnership-120000457.html) ### 2026-09-23 — Anduril and General Atomics say CCA production expansion is stalled pending FY27 appropriations - With Congress operating on a continuing resolution (funding flat through Dec 11, 2026, no new appropriations), Anduril and General Atomics both say they can't scale up Collaborative Combat Aircraft production yet. General Atomics says it can self-fund building its aircraft at 6/month; Anduril reiterated its Arsenal-1 (Ohio) target of 150 aircraft/year and noted it delivered a Fury aircraft to the Air Force's Experimental Operations Unit in August 2026. The Air Force's FY2027 request includes $996.5M for Collaborative Combat Aircraft production plus $150M in FY28 advance procurement. - Why it matters: [[Anduril]], [[Arsenal-1]], [[Anduril Fury]], [[Anduril Contracts]] — a funding-side blocker on the production-throughput story followed here since the March $20B Army agreement; this is an appropriations bottleneck, not a contract cancellation or reduction — Anduril's own targets are unchanged, just unfunded until FY27 money moves. ⚠️ Single-sourced. - Source: [CCA Builders Rev Production Anticipating 2027 Budget (Air & Space Forces Magazine)](https://www.airandspaceforces.com/cca-builders-rev-production-await2027-budget/) ### 2026-09-21 — Investigation: 110+ migrant deaths found within range of Anduril's border-surveillance towers since 2021 - A joint MIT Technology Review / Times of San Diego investigation into CBP's three generations of border-surveillance tech found more than 110 deaths since 2021 within the detection range of [[Anduril Sentry Tower]]s specifically — including 18 deaths near three towers at one New Mexico site in 2024 alone. The piece cites agent-estimated AI miss rates of 10–15% and topographical analysis showing some towers cover as little as 10% of advertised range; CBP plans to expand from ~803 fielded towers to ~2,300 by 2034 (~$1B additional spend), and Anduril's border contract is described as worth up to $1.1B. Anduril's on-record response: towers are "operated by CBP" once delivered, and actual range "varies depending on terrain, physical obstructions, and the boundaries CBP sets." - Why it matters: [[Anduril]], [[Anduril Sentry Tower]], [[Palmer Luckey]], [[Anduril Contracts]] — the most substantive investigative-journalism item yet on the Sentry Tower controversy thread, with hard casualty numbers rather than general criticism. - Source: [The US spent billions on border surveillance. Why can't it catch people before they die? (MIT Technology Review)](https://www.technologyreview.com/2026/09/21/1144166/border-towers-surveillance-investigation/) ### 2026-09-19 — Luckey says Trump's Taiwan arms freeze is costing Anduril business, and that he has raised it with Trump, Vance and Rubio - Speaking on Saturday, [[Palmer Luckey]] said President [[Donald Trump]]'s months-long hold on a **$14 billion** arms package for [[Taiwan]] is affecting Anduril's business: "our business with Taiwan would be in a different place if you had that $14 billion moving forward." He said the effect runs past the individual line items — the stalled approval is also blocking progress in other areas — and confirmed he has discussed Taiwan arms sales with Trump, Vice President [[JD Vance]] and Secretary of State [[Marco Rubio]]. Trump has said he is holding the package "in abeyance" and described it as a "very good negotiating chip," a posture he adopted after his May summit in Beijing with [[Xi Jinping]]. - Why it matters: [[Anduril]], [[Palmer Luckey]], [[Taiwan Anduril Altius Drone Contract]], [[Anduril Altius]], [[Anduril Contracts]] — this wiki's coverage of Anduril and politics has until now been about money flowing **outward**: Luckey as Republican bundler and donor, with [[Palmer Luckey]]'s fundraising running up to the midterms. This is the first dated instance of the relationship running the other way in public — the donor-bundler describing, on the record, a specific presidential decision that is costing his company revenue, and naming the three officials he has lobbied about it. Note what it does **not** show: Luckey is complaining rather than collecting, which is evidence against the crudest version of the access story and worth recording as such. The substantive exposure is real and already on the record — Anduril signed the NT$26.9B (~US$847M) Taiwan Altius contract on 2026-08-27, with first deliveries due Q4 2026, and that contract sits downstream of exactly the approval machinery now frozen. ⚠️ Luckey's "$14 billion" and his account of the conversations are his own characterization; no filing, notification to Congress, or State Department record is cited. - Source: [Defence firm Anduril says US delay on Taiwan arms sales affecting its business (Reuters via CNBC, 2026-09-19)](https://www.cnbc.com/2026/09/19/anduril-says-us-delay-on-taiwan-arms-sales-affecting-its-business.html) ### 2026-09-16 — DHS reverses itself and puts Anduril on the hardware track after all — two months before the GAO deadline, and without a GAO ruling - [[Department of Homeland Security]] finalized Anduril's addition to **Track 1** — the hardware and software track — of the $1.5B five-year counter-UAS [[IDIQ]], per SAM.gov records posted Wednesday (award 70RDA226D00000015). The sequence: DHS left Anduril off Track 1 at the August 5 award; Anduril filed a [[Bid Protest]] on August 12 arguing it should have won both tracks; DHS agreed to **re-evaluate and make a new decision**; the [[Government Accountability Office]] **dismissed** the protest three weeks after filing, which is what GAO does when an agency takes corrective action; and DHS then added Anduril. Anduril, [[BAE Systems]]' U.S. subsidiary and [[Leidos]] are now the only three companies holding positions on both tracks. - Why it matters: [[Anduril]], [[Anduril DHS Counter-UAS IDIQ]], [[Anduril Contracts]], [[Bid Protest]] — **this settles the one fixed-date, yes-or-no event in Anduril's calendar, sixty-five days early and by a route the [[Anduril Calendar]] did not list.** The calendar framed Nov 20 as sustained / denied, with "corrective action = DHS reopens" as a footnote; corrective action is what happened, and it produced the award without any adjudication of whether the original evaluation was wrong. Read the result precisely, because the temptation is to overcorrect. The competed evaluation still went against Anduril: a federal panel scoring 57 hardware proposals did not select it, and nothing published says that judgment was found defective. What reversed it was the protest mechanism, not a re-scored competition — and protests are a legacy-prime instrument that Anduril has just used successfully against legacy primes. So the open question — how does Anduril perform in full and open competition — is **not** answered in its favor here; what is now demonstrated is that Anduril can work the procurement appeals machinery as well as the incumbents it says it is displacing. That is a different and arguably more interesting capability. - Source: [Anduril now covers both halves of $1.5B DHS counter-UAS contract (Washington Technology, Ross Wilkers, 2026-09-16)](https://www.washingtontechnology.com/contracts/2026/09/anduril-now-covers-both-halves-15b-dhs-counter-uas-contract/416027/) · [SAM.gov award 70RDA226D00000015](https://sam.gov/workspace/contract/award/view/70RDA226D00000015?agencyID=7001&contractType=IDV) ### 2026-09-11 — The Army's first two production awards under its new rapid EW vehicle go to a missile startup and a software house, and Anduril is not in either - The Army announced **two production contracts worth a combined $195.9M** — **$99M to Heaviside Industries** for its MOTH small-form-factor spectrum analyzer (awarded in late August) and **$96.9M to Research Innovations Inc.** for AI-driven Dragonfly sensors, which will fly on Menet Aero's Intrepid drone. Both are the first production deals under the **Rapid Electromagnetic Warfare and Signals Intelligence (REWSI)** call for solutions the service announced in April, built to buy commercial EW tools on a compressed timeline. Col. Scott Shaffer framed it as moving "from a reactive posture of developing proprietary systems" to "leveraging market velocity." - Why it matters: [[Anduril]], [[Anduril Contracts]], [[Anduril Product Ecosystem]] — Anduril sells an electronic-warfare line (Pulsar) and REWSI is precisely the vehicle it argues acquisition should look like: fast, commercial, outcome-scored. Its absence from the first two awards is the third instance this quarter of the same shape seen on **2026-08-05** ([[Department of Homeland Security]] c-UAS hardware track), **2026-08-21** (JIATF-401's December directed-energy shoot-off, a category it cannot enter) and **2026-08-21** (MUSV marketplace, where its hull partner advanced and it did not). The pattern traced in these entries holds and now spans four domains: **Anduril wins where a customer or a prime names it, and is absent or unplaced when the gate is a structured commercial competition.** ⚠️ This is an absence, not a loss: no reporting says Anduril bid REWSI, so it is a non-appearance in a category it is positioned for, not a defeat. - Source: [Army awards $196M for sensors in first production contracts under EW-focused call for solutions (DefenseScoop, Drew F. Lawrence, 2026-09-11)](https://defensescoop.com/2026/09/11/army-awards-196m-sensor-production-contracts-electronic-warfare/) ### 2026-09-08 — Iran parades a captured Anduril Dive-LD, and the company's answer is that losing it was the design - The **Islamic Revolutionary Guard Corps Navy** announced on **Tuesday, September 8** that it had seized a U.S. autonomous undersea vehicle near the entrance to the [[Strait of Hormuz]]; Iranian state media footage showed an Anduril-branded hull, identified across reporting as a **Dive-LD**. U.S. Central Command spokesman Navy Capt. Tim Hawkins told DefenseScoop the vehicle was "essentially dead in the water for more than a day," that it was an **older model** in the Dive-LD line, that it was surveying regional waters in support of ongoing operations, and that it "neither collected sensitive data nor carried any classified sonar or radar equipment." An Anduril spokesperson responded that "Dive-LD is an attritable autonomous system, meaning it is designed from the outset to operate in dangerous environments where loss of the vehicle is an expected possibility," and said the vehicle had logged "thousands of hours in months-long operations in CENTCOM." The Dive-LD is a ~5.8m, ~3-tonne UUV rated to 6,000m and roughly 10 days endurance, moved into mass production under the Pentagon's **Replicator** initiative and priced around **$2.5M** each in 2024 reporting. - Why it matters: [[Anduril]], [[Anduril Product Ecosystem]], [[Iran]], [[Replicator Initiative]] — this is the second documented case of an Anduril system failing in a contested environment and the company reframing the failure as a design property; the first was [[Anduril Altius]] in Ukraine. The framing deserves to be held precisely, because "attritable" is doing two jobs at once: it is a real engineering category, and it is also an answer that makes any loss unfalsifiable as a performance datapoint. The load-bearing fact is CENTCOM's, not Anduril's — the drone **malfunctioned** and sat disabled for over a day before capture, which is a reliability event, not an attrition event. The propaganda value to Iran is separate and real: an intact, branded American autonomous hull, recovered during **Operation Epic Fury**, at the chokepoint the whole Hormuz mine-clearing campaign is about. ⚠️ Iran's claim of *capture* and CENTCOM's account of a *malfunctioning derelict* are not the same story; both are in the record and neither is independently confirmed. - Source: [U.S. military's Anduril Dive-LD drone was 'dead in the water' before Iran nabbed it (DefenseScoop, Brandi Vincent, 2026-09-08)](https://defensescoop.com/2026/09/08/us-militarys-anduril-dive-ld-drone-captured-by-iran/) · [Iran says it captured US submarine drone in Strait of Hormuz (Defense News, 2026-09-09)](https://www.defensenews.com/news/your-military/2026/09/09/iran-says-it-captured-us-submarine-drone-in-strait-of-hormuz/) · [Underwater drone captured by Iran matches American Anduril model (Naval News, 2026-09)](https://www.navalnews.com/naval-news/2026/09/underwater-drone-captured-by-iran-matches-american-anduril-model/) · [Did Iran capture a US submarine? (Al Jazeera, 2026-09-09)](https://www.aljazeera.com/news/2026/9/9/has-iran-captured-an-unmanned-us-submarine-what-we-know) ### 2026-09-01 — Anduril takes the $65M hardware half of TITAN production, and its Altius-700M fires from a Black Hawk at Project Convergence - Under the Army's **$192M** TITAN production award (awarded **August 31**, announced **September 1**), Anduril received **$65M** to manufacture the ruggedized vehicle-mounted systems and integrate the power, thermal, control, and operator subsystems, with [[Palantir]] as prime at **$127M**. Four Advanced and four Basic systems deliver over 18 months; more production orders expected in FY2027. Anduril's release frames it as its first TITAN production role; the Ohio angle is that the enclosures are slated for Anduril's manufacturing footprint rather than a partner's. At **Project Convergence Capstone 6** (Fort Irwin, August), TITAN variants passed targets through the NGC2 data mesh built on [[Anduril Lattice]], and an H-60M Black Hawk launched several **[[Anduril Altius]]-700M** effects that autonomously struck stationary and moving targets during a three-day flight campaign — reported by Anduril's own footage on **September 3**. - Why it matters: [[Anduril Contracts]], [[Anduril $20B Army Contract]], [[Anduril Altius]], [[Palantir TITAN]] — this is a real obligated award, and it is the *sub* position: Anduril is the hardware vendor inside a Palantir-prime program, one month after three reported losses in structured competitions (DHS c-UAS hardware, MASC/MUSV, directed energy). The pattern holds — **Anduril wins where a customer or a prime names it** — and here the prime is its most-cited rival. The Altius Black Hawk test is a product-maturity datapoint for the munition known for its Ukraine failure and as Taiwan's biggest Anduril buy (below). On the political side, Army Secretary [[Dan Driscoll]] — whose March 2026 enterprise agreement carries the $20B ceiling — resigned **August 31**, the day of the award, after clashes with [[Pete Hegseth]] that reporting ties in part to the rollback of a drone program he championed. - Source: [Army Announces Move to Production for TITAN (CPE ISW, U.S. Army, 2026-09-01)](https://cpeisw.army.mil/2026/09/01/army-announces-move-to-production-for-titan/) · [Army's TITAN platform moving into production phase with $192M delivery award (DefenseScoop, 2026-09-01)](https://defensescoop.com/2026/09/01/army-titan-platform-production-awards-palantir-anduril/) · [Black Hawk Fires Altius Strike Drones in Landmark Test (The Defense Post, 2026-09-03)](https://thedefensepost.com/2026/09/03/black-hawk-altius-drones/) · [Army Secretary Dan Driscoll resigns (NPR, 2026-09-01)](https://www.npr.org/2026/09/01/g-s1-141337/army-secretary-stepping-down) ### 2026-08-27 — Taiwan signs a NT$26.9B ($847M) contract for 2,032 Altius drones — the largest Anduril export order on record - Taiwan's Ministry of National Defense posted, via the government e-procurement system on **August 27**, a contract worth approximately **NT$26.9 billion (~US$847M)** for **1,554 Altius-700M** loitering munitions and **478 Altius-600ISR** reconnaissance drones plus launchers and associated systems. First deliveries are expected in **Q4 2026**; completion by **June 2033**. The systems go to Army drone-defense units. This follows the **291 Altius-600M** delivered under the June 2024 FMS case, the last batch of which arrived in March 2026. - Why it matters: [[Anduril Altius]], [[Taiwan]], [[Anduril Contracts]], [[Anduril Ghost Shark]] — at $847M this is larger than the $363M CBP tower award and second only to the A$1.7B Ghost Shark program among Anduril's disclosed contracts, and it is a *signed contract with a delivery schedule*, not an FMS approval ceiling like Kuwait. It also picks the 700M — the heavier-warhead variant — for the bulk of the order, which is the product line documented here as a Ukraine electronic-warfare failure; Taiwan is betting the fix is in. The seven-year delivery tail (2026–2033) means the revenue is thin per year (~$120M) and the political exposure to a cross-strait crisis is long. ⚠️ Dated from the procurement posting (Aug 27) and Taiwan News (Aug 27), not the Aug 28–Sept 1 trade-press reprints. - Source: [Taiwan to Acquire More Than 2,000 Altius Drones From Anduril (The Defense Post, 2026-08-28)](https://thedefensepost.com/2026/08/28/taiwan-acquires-anduril-altius/) · [Taiwan purchases ALTIUS loitering munitions from the US (Zona Militar, 2026-08-29)](https://www.zona-militar.com/en/2026/08/29/taiwan-purchases-altius-loitering-munitions-from-the-us-to-strengthen-its-asymmetric-defense/) · [Taiwan signs NT$26.9bn ALTIUS drone contract (IN Defence)](https://indefencemag.com/taiwan-signs-nt26-9bn-altius-drone-contract/) · primary as cited: Taiwan News, 2026-08-27, "Taiwan signs NT$26.9 billion deal for more than 2,000 Altius drones" ### 2026-08-21 — Anduril vacates the Foss Shipyard: MASC is dead, its replacement left Anduril off the list, and tens of millions in yard investment is stranded - Anduril has **quietly moved out of its maritime operation** on Seattle's Lake Washington Ship Canal, confirmed by the company to GeekWire in the week of August 21. The statement: "Anduril has moved out of its shipyard space in Seattle. The space supported a Navy program pursuit; the Navy canceled that program, and the shipyard footprint was no longer needed. The Seattle shipyard presence was always small — a handful of employees worked from the space." The company declined further questions about its maritime operations or its plans for the Navy's replacement program. Background the exit depends on: the Navy **canceled the Modular Attack Surface Craft program in March 2026**, replacing it with an **MUSV marketplace** that evaluates vessels through at-sea demonstrations rather than a program competition — **$15M** to each vendor whose vessel completes testing, plus eligibility for follow-on production. Of roughly two dozen designs submitted, seven advanced: **Sea Machines**, [[Leidos]], [[Saronic Technologies]], **Galliano Marine Services**, **PacMar Technologies**, **Birdon** and [[Huntington Ingalls Industries]]. Anduril, which had announced an MUSV bid with **Edison Chouest Offshore** in April, was not among them — **while Galliano Marine Services, Edison Chouest's operating arm, was selected with a different concept.** At-sea testing began in June and concludes in October 2026. - Why it matters: this **corrects earlier reporting.** As last updated on 2026-07-13, the [[Anduril MASC Autonomous Warship Program]] page still described MASC as a live Navy program line, with Foss as "Anduril's initial U.S. hub for low-rate vessel assembly, integration, and testing." Both halves are now false — the program was canceled four months *before* that update, and the hub is vacated. It is also the **third competitive setback in a month**, and the first that carries a capital write-down rather than a foregone award: Anduril's own 2025 announcement said it had "invested tens of millions of dollars" revamping the yard. Set beside the [[Department of Homeland Security]] c-UAS Track 1 loss (Aug 5, now under protest) and the JIATF-401 directed-energy category it cannot enter (Aug 21, below), the maritime exit widens the pattern past counter-drone: **Anduril wins where a customer names it and loses in structured, full-and-open evaluation, across domains.** The sharpest detail is the partner asymmetry. The allied-heavy-industry template the MASC page identified — Anduril brings the autonomy, a partner brings the hull, as with [[HD Hyundai Heavy Industries]] here and the Australian build-out behind [[Anduril Ghost Shark]] — inverts when the gate is a demonstration rather than a paper competition: **the hull partner got through and the autonomy layer did not.** The regional footprint is otherwise still climbing: 560 employees across Bellevue and downtown Seattle, up from roughly 30 four years ago, with senior vice president **Tom Keane** telling GeekWire the region could eventually reach 1,000. - Source: [Anduril exits Seattle shipyard following canceled Navy program and omission from new warship list (GeekWire, John Cook, 2026-08-21)](https://www.geekwire.com/2026/anduril-exits-seattle-shipyard-following-canceled-navy-program-and-omission-from-new-warship-list/); background: [U.S. Navy Announces Seven Companies Selected for MUSV Marketplace At-Sea Demonstrations (Navy.mil)](https://www.navy.mil/Press-Office/Press-Releases/display-pressreleases/Article/4503917/us-navy-announces-seven-companies-selected-for-musv-marketplace-at-sea-demonstr/); [Navy creates new marketplace for medium unmanned surface vessels after cancelling MASC program (USNI News, 2026-03-26)](https://news.usni.org/2026/03/26/navy-creates-new-marketplace-for-medium-unmanned-surface-vessels-after-cancelling-masc-program) ### 2026-08-21 — Pentagon's counter-drone task force stages a December directed-energy "shoot-off" — and Anduril is not in the category - Brig. Gen. Matt Ross, who leads **Joint Interagency Task Force 401** (the DoD counter-drone synchronization body stood up August 2025), told DefenseScoop at a Friday media roundtable that JIATF-401 will run a **directed-energy shoot-off in December at the Army's Yuma Proving Ground**, in conjunction with the Under Secretary of Defense for Research and Engineering. It sits inside a broader directed-energy pilot fielding high-energy lasers and high-power microwaves at five installations — **Fort Huachuca, Fort Bliss, Naval Base Kitsap, Grand Forks AFB, and Whiteman AFB** — for a 365-day period run by actual service members rather than contractor field reps, to generate real cost, power, and repair-tempo data. Ross said the event is deliberately structured to admit new industry entrants and that systems performing well would get **an immediate purchase order** to start standing up production lines. - Why it matters: [[Anduril]] is **not named**, and that absence is the finding. The company's counter-UAS stack is kinetic and electronic — [[Anduril Anvil]], [[Anduril Roadrunner]], Pulsar EW, [[Anduril Sentry Tower]] detection — with no directed-energy product. The wiki already covers the firm that does have one: [[Epirus]] took an $11M Marine Corps high-power-microwave award on Aug. 10. Read against the [[Department of Homeland Security]] c-UAS IDIQ two weeks earlier, where Anduril lost the entire hardware track, a pattern is forming: **as counter-drone matures from a startup niche into a structured procurement category with multiple defeat mechanisms, Anduril's incumbency is narrowing to the mechanisms it already sells.** The purchase-order-on-performance structure is also notable — a shoot-off that converts directly into production orders is the acquisition model Anduril has spent years arguing for, being run in a segment it cannot enter. See [[Anduril Contracts]], [[Anduril Product Ecosystem]]. - Source: [U.S. military to host directed energy 'shoot-off' amid governmentwide counter-drone push (DefenseScoop, Brandi Vincent, 2026-08-21)](https://defensescoop.com/2026/08/21/us-military-directed-energy-shoot-off-counter-drone/); [Marine Corps awards Epirus $11M for high-powered microwave program (DefenseScoop, 2026-08-10)](https://defensescoop.com/2026/08/10/marine-corps-epirus-high-powered-microwave-havoc/) ### 2026-08-17 — SBMC enters phase two — and the reporting deflates the "$22B Anduril program" framing - Quay Barnett, Anduril's general manager of warfighter systems, briefed reporters that the Army's **Soldier Borne Mission Command** effort is "moving from phase one to phase two." Anduril made phase-one heads-up-display systems available to the Army for testing — glasses (built with [[Meta]] and Oakley Standard Issue), a sensor bar carrying night vision and low-light thermals, edge compute, battery, and controller, full HUD weight ~110 grams — and tested them with the **75th Ranger Regiment** at its Seattle site two weeks prior. The company then issued a same-night clarification to DefenseScoop that those phase-one units **remained Anduril-owned and were not formal contractual deliveries**; the phase-two configuration will be "the formal deliverable." Anduril will deliver **170 phase-two prototypes**, with testing slated for **late January or early February 2027** and a **downselect and production award possible in FY2028**. Phase two moves to digital night vision with 4K in-eye displays and ~70% wider field of view; the company is also self-funding voice activation and body-worn frontier models beyond the program spec. - Why it matters: this **corrects earlier reporting**. [[Anduril Contracts]] listed SBMC/IVAS as a program "reported around $22B" that was "reassigned from [[Microsoft]] to Anduril in February 2025" — which reads as a $22B Anduril award. DefenseScoop's framing is materially different on three points: the **$22B was the IVAS ceiling before that program got scrapped**, and SBMC's total value "is unclear"; Anduril is **one of three competing performers** (with Rivet and **Elbit Systems of America**), which split more than **$350M** in September 2025 prototype contracts, not a sole-source prime; and **no production award exists yet** — the downselect is two fiscal years out. The company's own walk-back on "deliveries" is the tell to keep: an executive characterized phase-one hardware as delivered to the Army, and communications corrected it to Anduril-owned test articles within hours. That is the same **paper-versus-hardware distinction** that applied to the [[Arsenal-1]] first-article milestone, and a reason to treat other contract ceilings reported as awards with caution. The [[Palmer Luckey]] EagleEye headwear line is the consumer-facing face of this program. - Source: [Anduril redesigns tech for Army's Soldier Borne Mission Command program (DefenseScoop, Jon Harper, 2026-08-17, updated 2026-08-17 22:30)](https://defensescoop.com/2026/08/17/anduril-tech-soldier-borne-mission-command-program/); background: [Army awards more than $350M in contracts for Soldier Borne Mission Command system prototypes (DefenseScoop, 2025-09-08)](https://defensescoop.com/2025/09/08/army-sbmc-contract-awards-anduril-rivet-soldier-borne-mission-command/) ### 2026-08-14 — Anduril protests the DHS $1.5B counter-UAS vehicle after winning only the services half - Washington Technology reported that Anduril has filed a **GAO bid protest** against the Department of Homeland Security's five-year, **$1.5B Counter-UAS IDIQ** (see the 08-05 entry below). Anduril won a seat in **Track 2** — comprehensive managed services, $489M ceiling — but was shut out of **Track 1**, hardware/software and ancillary services, which carries the $1.011B ceiling. It is challenging DHS's evaluation of its proposal and argues it should have won both. Protest filed **Aug. 12**; a GAO decision is due by **Nov. 20**. - Why it matters: the [[Anduril Contracts]] page tracks **protests and recompetes when Anduril wins** — this is the inverse case, and the more informative one. Anduril builds the exact hardware Track 1 buys ([[Anduril Anvil]] kinetic interceptors, [[Anduril Roadrunner]], [[Anduril Sentry Tower]] detection, **Pulsar-Lite** EW), and it lost that track to a field of **BAE Systems**, **Leidos**, **CACI**, **Dedrone Defense**, **D-Fend Solutions**, **EMS Defense Technologies** and small-business prime **Fortem Technologies** — the legacy-prime bench plus a Utah startup teamed with [[Lockheed Martin]] and [[Microsoft]]. What Anduril did win is the services wrapper, structurally the lower-margin, more-commoditized half and the opposite of its product-company self-description. Two-thirds of the ceiling sits in a track it cannot sell into before Nov 20 at the earliest. This is also the **second** DHS surface for the company — the [[Anduril CBP 363M Sentry Tower Contract]] is border-mission; this vehicle covers airports, federal facilities and national special security events, where Anduril is not the incumbent. Read against [[Anduril Kuwait Counter-UAS FMS Approval]] and the Marine Corps sole-source item (06-04): Anduril's c-UAS incumbency is strong where a customer names it and weak in full-and-open competition. - Source: [Anduril wants both halves of $1.5 DHS counter-UAS contract (Washington Technology, Nick Wakeman, 2026-08-14)](https://www.washingtontechnology.com/contracts/2026/08/anduril-wants-both-halves-15-dhs-counter-uas-contract/415428/) — text confirmed via [syndicated copy (Singularity Capital Advisors, 2026-08-14)](https://www.singularitycapadvisors.com/anduril-wants-both-halves-of-1-5-dhs-counter-uas-contract/) ### 2026-08-05 — DHS awards a $1.5B counter-UAS IDIQ to 12 firms; Anduril lands the services track only - DHS posted awards on a five-year **Counter-Unmanned Aircraft Systems IDIQ** capped at **$1.5B combined**, split into two tracks: **Track 1** (hardware, software, training, maintenance, installation — **$1.011B** ceiling) to **Dedrone Defense**, **D-Fend Solutions AD**, **Leidos**, **Fortem Technologies**, **CACI Inc.-Federal**, **BAE Systems Technology Solutions & Services** and **EMS Defense Technologies**; **Track 2** (counter-drone as a fully managed service, systems integration, RDT&E support — **$489M** ceiling) to **Booz Allen Hamilton**, **General Dynamics Information Technology**, **Parsons Government Services**, **BAE Systems Technology Solutions & Services**, **Leidos**, **Anduril Industries** and **Astrion Group**. Fourteen positions across twelve companies; only Leidos and BAE hold both. Ordering runs **Aug. 1, 2026 – July 31, 2031**, with a $250 minimum guarantee per awardee. Solicited as full and open competition (posted to SAM.gov in December 2025, proposals due Dec. 8); DHS took **57 offers on Track 1 and 47 on Track 2**. The Office of Procurement Operations contracted; the **Science and Technology Directorate** funds it. Requirements floor: detect at ≥2 km, track ≥3 UAS simultaneously, defeat at ≥500 m, track history refreshing in ≤20 seconds. DHS reserved the right to reopen for new vendors and to drop contractors idle for a year. - Why it matters: this is the **demand-side counterpart** to the border-tower buildout tracked in [[CBP Integrated Surveillance Tower Expansion]] — [[Department of Homeland Security]] standing up a general-purpose counter-drone buying vehicle for airports, critical infrastructure and federal facilities, i.e. domestic airspace defense as a procurement category rather than a border program. It belongs in the ledger regardless of the protest, because the **Track 2 seat is real and already orderable**. - Source: [12 Companies Win Spots on DHS $1.5B Counter-Drone IDIQ (ExecutiveBiz, 2026-08-05)](https://www.executivebiz.com/articles/dhs-counter-uas-idiq-awards-1-5-billion); [DHS begins $1.5B spending spree on drone defense (FedScoop)](https://fedscoop.com/dhs-drone-defense-counter-uas-contracts/) ### 2026-08-04 — Steckman takes a board seat at Air, the defense-acquisition analytics firm formerly called Govini - **Air** — the company that rebranded from **Govini** — named Anduril president and chief business officer [[Matthew Steckman]] to its **board of directors**, announced Aug. 4 (covered Aug. 5). Steckman has been at Anduril eight-plus years; before that he was CRO at Zipline and held leadership roles at [[Palantir]]. Air CEO Tara Murphy Dougherty framed the appointment around "real-time readiness." It follows NightDragon CEO Dave DeWalt joining the same board days earlier and retired USAF Lt. Gen. Tom Miller signing on as a senior adviser in June. - Why it matters: a **leadership** change worth more than a personnel line. Govini/Air sells **acquisition and supply-chain analytics to the Pentagon** — software that helps the government decide what to buy and from whom. Anduril's president sitting on that board is a defense-tech-network development of the same kind as the Cambridge Aerospace item below: the people who sell to the procurement system also increasingly sit on the boards of the firms that instrument it. Not a disclosed conflict, and outside board seats are routine — but it is the kind of adjacency covered in [[Defense Tech Conflicts of Interest]], and [[Anduril Leadership]] does not yet list its executives' outside board seats. Steckman is also a **Palantir alum**, like CEO [[Brian Schimpf]] — the lineage keeps recurring. - Source: [Air Appoints Anduril President & Chief Business Officer Matthew Steckman to Board of Directors (ExecutiveBiz, 2026-08-05)](https://www.executivebiz.com/articles/matthew-steckman-air-board-of-directors) ### 2026-08-10 — Anduril's own backers reprice a British copycat: Cambridge Aerospace at $3.4B - DFJ Growth (an early Anduril investor) led a **$300M Series C** for **Cambridge Aerospace**, a UK defense-tech startup founded in 2024, at a **$3.4B valuation** — up from a $200M Series B at $1.3B in April 2026, bringing total funding past $630M. Fellow Anduril backers [[Lux Capital]] and Elad Gil also participated, alongside Accel, Lakestar, and Never Lift. Cambridge Aerospace builds the Skyhammer drone interceptor, the Starhammer missile interceptor (2027), and the Looking Glass radar, and holds UK Ministry of Defence contracts. - Why it matters: not an Anduril transaction, but a **capital-network** story — the same syndicate that underwrote Anduril is now seeding an allied-market analogue in Britain, at a valuation that roughly 2.6×'d in four months. Two readings, both worth tracking: the Anduril playbook is being **franchised** into NATO markets by its own investors, and cheap counter-drone interceptors are the thesis those investors are compounding into. It also means the [[Anduril Investors]] roster increasingly doubles as a map of the wider defense-tech asset class rather than one company's cap table. Watch for whether Cambridge competes with [[Anduril Roadrunner]] and [[Anduril Anvil]] in European c-UAS tenders — the same category as the Kuwait package. - Source: [Anduril Backers Give Defense Startup Cambridge Aerospace $3.4 Billion Valuation (Bloomberg)](https://www.bloomberg.com/news/articles/2026-08-10/anduril-backers-give-defense-startup-cambridge-aerospace-3-4-billion-valuation); [Cambridge Aerospace's valuation leaps to $3.4BN as raises $300M (Tech.eu)](https://tech.eu/2026/08/10/cambridge-aerospaces-valuation-leaps-to-34bn-as-raised-300m/) ### 2026-08-06 — Guardian: Luckey has given $5.9M to Republicans since 2017 while Anduril won billions - A Guardian investigation, built on emails and federal records, put [[Palmer Luckey]]'s political giving at **$5.9M to Republicans since 2017** — more than **1,000 separate donations**, roughly 100/year — while [[Anduril]] won billions in Pentagon awards. The reporting frames Luckey not merely as a donor but as a **bundler and fundraiser**: one obtained invitation was for a "Keep the Senate" event featuring Senate Majority Leader [[John Thune]] and Michigan Senate candidate [[Mike Rogers (Michigan)]], with head-table seats at **$50,000**. The piece ties the giving to the [[Anduril $20B Army Contract]] and [[Anduril Golden Dome Participation]]. - Why it matters: this turns the long-running controversy over Luckey's politics into a **documented ledger**, and it materially changes this wiki's earlier analysis. [[Palmer Luckey Political Donations]] listed roughly $700K in itemized gifts and describes the donation→contract correlation as a pattern; the Guardian number is nearly an order of magnitude larger and adds the **bundling** mechanism, which is the part that matters analytically: convening other donors is leverage that never shows up as a Luckey contribution. The "Keep the Senate" detail also puts this squarely in midterm politics — a top defense contractor's founder raising for the majority that writes his customer's budget, three months before [[MI-Sen-2026]]. Sharpens [[Defense Tech Conflicts of Interest]]. - Source: The Guardian exclusive, 2026-08-06; text via [Palmer Luckey raises $5.9M for Republicans while Anduril wins billions in Pentagon (ECIKS mirror)](https://eciks.org/19451-palmer-luckey-republican-fundraiser-pentagon-contracts) ### 2026-07-31 — Schimpf on CNBC's Tech Download: AI in warfare + the manufacturing push - CEO [[Brian Schimpf]] gave a CNBC "Tech Download" interview on how Anduril operates, AI in warfare, the manufacturing scale-up, and the growing "tech sovereignty" conversation — four days after the first Ohio-built [[Anduril Fury]] rolled off the [[Arsenal-1]] line. - Why it matters: low-signal on its own, but continues the CEO-visibility drumbeat around the production story that (per the 07-09 entry) now gates IPO timing. No new funding or listing claims detected in coverage. - Source: [The Tech Download: Anduril CEO Brian Schimpf talks AI in warfare and manufacturing push (CNBC)](https://www.cnbc.com/2026/07/31/the-tech-download-anduril-ceo-brian-schimpf.html) ### 2026-07-30 — GAO: DHS to nearly triple border surveillance towers to 2,300 by 2034 - A GAO report (GAO-26-108118, surfaced July 20 by EFF; wider coverage July 30 via Reason) reveals DHS/CBP plans to expand the Integrated Surveillance Tower program from ~830 towers today to **2,300 by 2034**, spending ~**$1B** — funded through the [[Big Beautiful Bill]]. CBP plans to buy more long-range autonomous towers and retrofit existing ones with autonomous capabilities. EFF, ACLU, and Just Futures Law object that the network indiscriminately surveils border-region residents (ACLU: 15M people live under CBP surveillance); a live flashpoint is the proposed [[Anduril Sentry Tower]] in San Clemente, CA, sited 1.5 miles inland overlooking a 62,000-resident city. - Why it matters: this is the demand-side pipeline behind the [[Anduril CBP 363M Sentry Tower Contract]] roughly tripling — the largest structural expansion of the border-surveillance business since the virtual-wall award, and a direct Big-Beautiful-Bill → Anduril money trail. It also moves the long-running **controversy** over the towers from protest to procurement scale. See [[Anduril Contracts]]. - Source: [An Explosion of Surveillance Towers is Coming to U.S. Borders, Costing Over $1 Billion (EFF)](https://www.eff.org/deeplinks/2026/07/explosion-surveillance-towers-coming-us-borders-costing-over-1-billion); [Homeland Security is spending $1 billion on 'autonomous' border surveillance towers (Reason)](https://reason.com/2026/07/30/homeland-security-is-spending-1-billion-on-autonomous-border-surveillance-towers/) ### 2026-07-29 — Washington National Guard fields Anduril mobile counter-UAS for homeland missions - The Washington National Guard Counterdrug Program and 10th Civil Support Team received a mobile Anduril counter-UAS system (Long Range Camera Tower, WISP detection, Pulsar RF sensor, [[Anduril Lattice]]) after training at Camp Murray, WA — for detecting and tracking unauthorized drones over military installations, critical infrastructure, and "major public events," including pinpointing operator locations. - Why it matters: a **domestic** deployment story — Anduril's c-UAS stack moving from battlefield and border into state-level homeland missions and public-event surveillance, a new surface for the civil-liberties questions already attached to [[Anduril Sentry Tower]]. Small in dollars, notable as precedent; pairs with the GAO tower-expansion item as a domestic-footprint cluster in the same weeks. - Source: [Washington National Guard advances counter-drone capabilities with new technology (U.S. Army)](https://www.army.mil/article/294224/washington_national_guard_advances_counter_drone_capabilities_with_new_technology); [National Guard Troops Deploy Tech That Distinguishes Drones From Birds (Forbes)](https://www.forbes.com/sites/zitaballingerfletcher/2026/07/31/national-guard-troops-deploy-tech-that-distinguishes-drones-from-birds/) ### 2026-07-27 — First Ohio-built Fury rolls off the Arsenal-1 line - Anduril unveiled the first completed [[Anduril Fury]] (YFQ-44A) built at [[Arsenal-1]] in Pickaway County, Ohio — 18 months after announcing the 500-acre site and ~557 days after factory launch. Production started in March (three months ahead of the July target); the first article took 126 days to build. Across three shifts the line could produce up to ~12 FQ-44s/month, toward the ~150/year rating. - Why it matters: this is the **"Arsenal-1 first-article deliveries" milestone arriving** — and per the 07-09 Schimpf entry, Arsenal-1 delivery proof is now the gating item for IPO timing, making this the most important production milestone of the year. It converts the June [[Anduril Air Force CCA Production Contract]] from paper to hardware and de-risks the "production stumbles" scenario flagged in [[Anduril Calendar]]. Connects [[Collaborative Combat Aircraft]], [[Anduril Contracts]]. - Source: [First Anduril YFQ-44A rolls off production line for US CCA program (Air Force Times)](https://www.airforcetimes.com/industry/techwatch/2026/07/28/first-anduril-yfq-44a-rolls-off-production-line-for-us-cca-program/); [Anduril takes its first Ohio victory lap after completing the first Fury at Arsenal-1 (Axios Columbus)](https://www.axios.com/local/columbus/2026/07/27/anduril-ohio-fury-defense-drone-iran-war) ### 2026-07-24 — Reuters: new round in talks at ~$100B valuation - Reuters reported Anduril is in talks to raise fresh capital at a valuation around **$100B** — up ~$40B from the May [[Anduril Series H]] ($5B at $61B), possibly structured as a **two-stage raise** with the second stage at the higher mark. That would value Anduril above Northrop Grumman (~$77B market cap). Meanwhile the company's Seattle expansion (Foss Shipyard + downtown offices) drew small protests July 19 ("Anduril Out! No AI for War and Plunder!"). - Why it matters: a primary round at ~$100B would **validate the mid-June Forge secondary print** (~$100B) that was flagged at the time as "indicative, not primary" — and further weakens IPO pressure by supplying private liquidity, consistent with Schimpf's 07-09 "no rush" posture. See [[Anduril Investors]], [[Anduril Calendar]]. - Source: [Anduril reportedly in talks to raise funding at $100B valuation (TechCrunch)](https://techcrunch.com/2026/07/24/anduril-reportedly-in-talks-to-raise-funding-at-100b-valuation-more-than-3x-last-years-mark/); [Defense tech giant Anduril eyes new funding at $100B valuation as Seattle expansion draws protests (GeekWire)](https://www.geekwire.com/2026/defense-tech-giant-anduril-eyes-new-funding-at-100b-valuation-as-seattle-expansion-draws-protests/) ### 2026-07-20 — ASIO becomes the first named Israeli supplier into Anduril's drones - **ASIO Technologies**, a 23-year-old Kfar Saba firm founded by brothers Tomer and Yaniv Malchi, raised its **first outside capital — $15M**, led by Protego Ventures with Aliya Capital Partners, after two decades of self-funding. Calcalist/CTech named Anduril among its most notable customers: ASIO is expected to **supply components for Anduril's unmanned aerial vehicles** in a deal "estimated to be worth millions," with ASIO executives having met [[Palmer Luckey]] during his visits to [[Israel]]. ASIO's GeoFusion stack does situational awareness and navigation that keeps working when **GPS and comms are jammed or unavailable**; it fields the IDF's military smartphone and the ULAR system. - Why it matters: the 06-29 Israel-market entry below covered Anduril *selling* into Israel. This is the reverse flow — Anduril **buying** Israeli technology — and it names the capability gap it is buying against: GPS-denied navigation. That is precisely the failure mode behind the [[Anduril Altius]] Ukraine setback, where Russian electronic warfare beat the munition. Read that way, an Israeli components deal is less a market story than a **quiet fix for the one documented Anduril combat failure**. Sourcing is single-outlet and the value is unquantified, so carry it as reported, not confirmed. - Source: [Israeli defense tech firm ASIO lands Anduril deal worth millions, raises $15 million (CTech / Calcalist, Sophie Shulman, 2026-07-20)](https://www.calcalistech.com/ctechnews/article/byc650ivmx) ### 2026-07-20 — Thunder: autonomous tiltrotor attack drone unveiled with Archer Aviation - At the Farnborough International Airshow, Anduril and Archer Aviation (the eVTOL air-taxi maker) unveiled **Thunder**, a hybrid-electric Group 5 autonomous tiltrotor positioned as an armed "loyal wingman" for attack helicopters (e.g., escorting Apaches). First flight planned for 2027. Two days later Archer unveiled **Halo**, the commercial variant of the same jointly developed VTOL platform. - Why it matters: extends the [[Collaborative Combat Aircraft]] loyal-wingman thesis from fixed-wing ([[Anduril Fury]]) into rotorcraft, and pulls a commercial eVTOL player into the defense-tech orbit — the reverse of the usual dual-use flow, and another instance of the "we bring the autonomy, you bring the airframe" structure seen with HD Hyundai (MASC) and [[Anduril Ghost Shark]]. Product concept, not a contract — no program of record yet. - Source: [Anduril reveals Thunder, a 'loyal wingman' drone for helicopters (Breaking Defense)](https://breakingdefense.com/2026/07/anduril-reveals-thunder-a-loyal-wingman-drone-for-helicopters/); [Anduril and Archer Unveil Jointly-Developed Autonomous VTOL Platform (Archer IR)](https://www.investors.archer.com/news/news-details/2026/Anduril-and-Archer-Unveil-Jointly-Developed-Autonomous-VTOL-Platform-For-Commercial-and-Defense-Applications/default.aspx) ### 2026-07-06 — Poland: PGZ to build Barracuda-500M cruise missiles in Bydgoszcz - Polska Grupa Zbrojeniowa (PGZ) and Anduril announced plans for a **localized production line for the Surface-Launched Barracuda-500M (SLB-500M)** in Bydgoszcz, Poland, expected to deliver several thousand cruise missiles to the Polish Armed Forces. - Why it matters: converts the [[Anduril Barracuda]] Poland MoU (tracked in [[Anduril Contracts]] at a 5,000/year production target) into a named plant and partner — the third allied in-country production footprint after Japan/Oppama (in talks) and the Seattle MASC yard, and a NATO-frontline manufacturing beachhead. - Source: [Polish plant to build Anduril's Barracuda cruise missiles (Defence Blog)](https://defence-blog.com/polish-plant-to-build-andurils-barracuda-cruise-missiles/); [Poland to Build U.S. Barracuda-500M Cruise Missiles Locally with Anduril (Army Recognition)](https://www.armyrecognition.com/news/army-news/2026/poland-to-build-u-s-barracuda-500m-cruise-missiles-locally-with-anduril-to-strengthen-nato) ### 2026-07-09 — Schimpf cools the IPO clock: "We're not in any rush" to go public - CEO [[Brian Schimpf]] told CNBC's *The Exchange* that Anduril is **"not in any rush"** to list and "can continue to stay private as long as we need to." He framed the May [[Anduril Series H]] ($5B at $61B) as removing any financing pressure to go public, and tied listing timing to demonstrating scale rather than to a calendar. - Why it matters: this is the first CEO-level walk-back of the IPO timing that has been the biggest open question about the company. It doesn't retract [[Palmer Luckey]]'s stated *intent* to go public, but it moves the expected trigger from "runway" to "proof of delivery" — i.e., [[Arsenal-1]] throughput becomes the gating item, not investor demand. Read alongside the mid-June secondary print (~$100B on Forge vs. the $61B primary): private markets are supplying the liquidity an IPO would otherwise provide, which weakens the pressure to file. See [[Anduril Calendar]], [[Anduril Investors]]. - Source: [Anduril CEO: Not in any rush to go public and can stay private as long as we need to (CNBC)](https://www.cnbc.com/video/2026/07/09/anduril-ceo-not-in-any-rush-to-go-public-and-can-stay-private-as-long-as-we-need-to.html); [No Rush for Listing, says Anduril CEO (Orange County Business Journal)](https://www.ocbj.com/defense-2/no-rush-for-listing-says-anduril-ceo/) ### 2026-06-30 — AWS names Anduril a "preferred edge provider" for national security & defense - Amazon Web Services named Anduril a **preferred edge provider**, expanding a defense-cloud partnership to push native AWS compute/storage/networking into contested, disconnected, intermittent, and limited-bandwidth (DDIL) environments. The two are collaborating on **Project MAVERICK** (Mission Autonomy Versatile Rapid Innovation and Capabilities Kit), AWS's mobile field-testing platform for autonomous systems; a joint exercise in Gore, Virginia validated conversational drone-swarm control and C2 interoperability with Anduril's Menace-T box running [[Anduril Lattice]]. - Why it matters: a hyperscaler blessing Anduril as its defense-edge partner deepens the compute layer under Lattice and pairs the software-defined-warfare thesis with cloud-scale infrastructure — a commercial and strategic deal rather than a funding or contract award. Connects [[Anduril]], [[Amazon]], [[Anduril Lattice]]. - Source: [AWS Names Anduril a Preferred Edge Provider for National Security and Defense](https://www.anduril.com/news/aws-names-anduril-a-preferred-edge-provider-for-national-security-and-defense) ### 2026-06-29 — Anduril's Israel market push: Schimpf-led delegation courts the MoD - A senior Anduril delegation led by CEO [[Brian Schimpf]] visited Israel to promote sales to the Ministry of Defense (emphasis on command-and-control), hosted by the MoD R&D directorate MAFAT (Danny Gold). The team met Rafael and Elbit (CEO Bezhalel Machlis) and interviewed retired generals — including former Air Force commander Amikam Norkin — to appoint a permanent Israel representative; Anduril founders separately invested in an Israeli underground-warfare startup. Anduril has marked Israel as a key market after earlier Ukraine and large U.S. contract pushes. - Why it matters: an allied-market expansion into a wartime buyer, tied to the same Iran-war demand surge that lifted the valuation; C2/[[Anduril Lattice]] is the lead product. Connects [[Iran War 2026]], [[Palantir]] (Schimpf is a Palantir alum), [[Anduril]]. - Source: [Anduril makes major push into Israel's defense market (Jerusalem Post)](https://www.jpost.com/defense-and-tech/article-900917) ### 2026-06-25 — Anduril in talks to buy Nissan's Oppama plant for Japanese drone production - Reuters reported (June 25) that Anduril is negotiating to acquire Nissan's shuttered **Oppama assembly plant** in Yokosuka, Japan — a 1.7M-square-meter, 64-year-old car factory with ~2,400 workers — and convert it into a military drone production site. To meet Japan's domestic-content rules, Anduril built a prototype drone called **Kizuna** ("bond") from Japanese-only components. No deal is signed; Nissan is weighing other buyers, and Anduril still needs Japanese procurement orders to justify the purchase. - Why it matters: the plant abuts **Yokosuka naval base** — Japan's Maritime Self-Defense Force headquarters and the only forward-deployed U.S. carrier strike group in the world. This is the Arsenal-1 thesis exported: buy automotive tooling and mass-production labor rather than build artisanal defense fabrication, and do it inside an allied buyer's borders. Pairs with the Israel push (June 29) as a second simultaneous allied-market beachhead. Connects [[Anduril]], [[Arsenal-1]]. - Source: [U.S. defense firm Anduril in talks for Nissan plant to build drones in Japan (Japan Times / Reuters)](https://www.japantimes.co.jp/business/2026/06/25/us-defense-firm-nissan-oppama-plant-drones/); [Anduril Eyes Drone Production Site in Japan (The Defense Post)](https://thedefensepost.com/2026/06/29/anduril-drone-production-nissan-plant/) ### 2026-06-25 — Palmer Luckey / Barrett-Jackson veteran-charity truck auction (Ohio) - [[Palmer Luckey]] and Anduril partnered with RealTruck on a custom military-themed Chevy Silverado, shown at a NASCAR weekend at Naval Base Coronado (June 19–21) and auctioned June 25–27 at the inaugural Barrett-Jackson Columbus auction (Ohio Expo Center); proceeds to the Call of Duty Endowment (veteran employment). - Why it matters: a low-key PR and brand item, not a political donation — relevant only as continued Luckey public-profile activity, and as Ohio positioning on [[Arsenal-1]]'s home turf. No funding or contract content. - Source: [Palmer Luckey, Anduril and RealTruck Unveil Custom Military-Inspired Chevy Silverado](https://realtruck.com/press/anduril-palmer-luckey-military-truck-build-charity/) ### 2026-06-17 — Air Force CCA production award ([[Anduril Fury]] / FQ-44) - The U.S. Air Force selected Anduril for the **production phase** of the Collaborative Combat Aircraft program, moving the [[Anduril Fury]] into serial production as the **FQ-44A** (prototypes shed the "Y" prefix). The Air Force awarded both Anduril (FQ-44) and General Atomics (FQ-42) EMD + production contracts, committing to at least 150 CCAs combined by the end of the decade for the program's first increment. Anduril was also competitively awarded a production option (alongside [[Shield AI]] and Collins Aerospace) for the CCA mission-autonomy software. Prototype-to-production in ~26 months (April 2024 award → Oct 2025 first flight → June 2026 production) — billed as the fastest for a fighter in 50+ years. Cost/quantity not disclosed. - Why it matters: Anduril's largest air-vehicle program win to date and the demand signal behind [[Arsenal-1]] (line rated up to ~150 aircraft/yr). See [[Anduril Air Force CCA Production Contract]], [[Anduril Contracts]], [[Anduril Fury]]. - Source: [Air Force picks Anduril, General Atomics to build first operational CCA drones](https://defensescoop.com/2026/06/17/air-force-picks-anduril-general-atomics-to-build-first-operational-cca-drones/) ### 2026-06-15 — Secondary-market repricing toward ~$100B - Forge Global data put Anduril's secondary "Forge Price" at ~$115/share implying a ~$100B valuation as of mid-June — up from the $61B [[Anduril Series H]] primary mark in May. Secondary prints are thinner and noisier than a primary round, but the direction reinforces the pre-IPO run-up. - Why it matters: widens the gap between the last primary mark and where shares trade privately; another data point on the IPO runway. See [[Anduril Investors]], [[Anduril Calendar]]. - Source: [Anduril upcoming IPO news (Forge)](https://forgeglobal.com/insights/anduril-upcoming-ipo-news/) ### 2026-06-05 — Kuwait $1.98B counter-UAS FMS approval - The State Department approved a possible Foreign Military Sale to Kuwait of Anduril counter-UAS platforms (Roadrunner-Munition and Anvil-Kinetic plus C2/training) valued at ~$1.98B — days after a June 3 Iranian drone/missile strike damaged Kuwait International Airport. FMS approval is a ceiling/authorization, not a signed contract. - Why it matters: a near-$2B allied c-UAS package tied directly to the Iran-war demand surge; connects [[Anduril Roadrunner]] and [[Anduril Anvil]] to [[Iran War 2026]]. See [[Anduril Kuwait Counter-UAS FMS Approval]]. - Source: [US approves $2B sale of Anduril counter-drone systems to Kuwait (Breaking Defense)](https://breakingdefense.com/2026/06/us-approves-2b-sale-of-anduril-counter-drone-systems-to-kuwait/) ### 2026-06-04 — Marine Corps sole-source counter-UAS intent - The U.S. Marine Corps signaled intent to award Anduril a **sole-source** contract for counter-small-UAS to protect Amphibious Combat Vehicles — another single-source pull toward Anduril's c-UAS stack. - Why it matters: sole-source awards are the kind of incumbency advantage worth tracking for recompete/protest risk; pairs with the Kuwait c-UAS package as a counter-drone demand cluster. See [[Anduril Contracts]]. - Source: [Marine Corps to award sole-source contract for Anduril's counter-drone tech (Inside Defense)](https://insidedefense.com/insider/marine-corps-award-sole-source-contract-andurils-counter-drone-tech) ### 2026-06-03 — Seattle: Foss Shipyard rebuilt as the U.S. hub for autonomous warships (MASC) - Anduril spent "tens of millions" revamping the historic **Foss Shipyard** on Seattle's Lake Washington Ship Canal, making it the U.S. assembly/integration/test hub for a new class of drone warships built with South Korea's **HD Hyundai Heavy Industries** under the U.S. Navy's **Modular Attack Surface Craft (MASC)** program (partnership announced November 2025). The first prototype is being built in Korea, with production intended to move to America. Seattle is also Anduril's **connected warfare** division headquarters; the company is adding a floor at the 2+U tower downtown and has 100+ open roles in the region, over half software. - Why it matters: Anduril's contract record so far is air-, land- and counter-drone-heavy; this is the **maritime** leg, and it is a second Arsenal-style production footprint outside Ohio. It also puts a foreign shipbuilder (HD Hyundai) inside a U.S. Navy program via an American software prime — the same "we bring the autonomy, you bring the hull" structure as [[Anduril Ghost Shark]]. Connects [[Anduril]], [[United States Navy]], [[Anduril Contracts]]. - Source: [Defense giant Anduril is quietly building autonomous warships on Seattle's historic ship canal (GeekWire)](https://www.geekwire.com/2026/defense-giant-anduril-is-quietly-building-autonomous-warships-on-seattles-historic-ship-canal/); [Anduril, Hyundai Heavy Industries set sights on US Navy's unmanned surface vessel program (Breaking Defense)](https://breakingdefense.com/2025/11/anduril-hyundai-heavy-industries-set-sights-on-us-navys-unmanned-surface-vessel-program/) ### 2026-05-13 — Series H: $5B at $61B valuation - Anduril raised a $5B [[Anduril Series H]] round at a $61B valuation, led by returning investors [[Thrive Capital]] and [[Andreessen Horowitz]] — roughly doubling its valuation in ~11 months. Total raised now exceeds $11B. - Why it matters: reprices the company toward legacy-prime scale; strengthens the IPO runway. See [[Anduril Investors]]. - Source: [Anduril raises $5B, doubles valuation to $61B](https://techcrunch.com/2026/05/13/anduril-raises-5b-doubles-valuation-to-61b/) ### 2026-03 — $20B Army enterprise agreement + Arsenal-1 live - Anduril won an up-to-$20B, 10-year U.S. Army enterprise agreement built on [[Anduril Lattice]], and its Arsenal-1 mega-factory in Ohio began coming online (first production: [[Anduril Fury]]). - Why it matters: largest contract to date + the manufacturing base to deliver it. See [[Anduril $20B Army Contract]], [[Arsenal-1]], [[Anduril Contracts]]. ### 2025 — Revenue doubles to ~$2.2B - Anduril roughly doubled revenue to ~$2.2B in 2025 (from ~$1B in 2024) — the operating story behind the valuation jumps. - Why it matters: validates the scale thesis; key IPO precondition. ### 2026 — IPO plans confirmed - [[Palmer Luckey]] publicly confirmed Anduril intends to go public to compete for the largest defense programs. - Why it matters: an S-1 would expose the cap table, board, and financials currently hidden. See [[Anduril Calendar]]. - **Superseded on timing (2026-07-09):** [[Brian Schimpf]] says Anduril is "not in any rush" and can stay private indefinitely — intent stands, tempo does not. See the 2026-07-09 entry above. ## Open questions - When does Anduril file to go public, and what does the S-1 reveal? - Can Arsenal-1 hit production targets, or is delivery the bottleneck? - Does the [[Anduril Altius]] Ukraine failure recur in other systems / dent allied demand? - How large does Anduril's federal obligation base get vs. legacy primes? ## See also - [[Anduril]] — the main company page - [[Anduril Dossier]] — the full dossier - [[Anduril Investors]] - [[Anduril Contracts]] - [[Anduril Calendar]]