The

American Dynamism 50

2025
Companies shaping the fight of the future

It’s 2027. The world is on edge. After years of posturing, The People’s Republic of China (PRC) launches an incursion into Taiwan. Within hours, global supply chains stall. Overnight, key materials destined for the U.S. — including batteries, actuators, motors, and more — are halted. TSMC, which produces nearly 90% of the world’s advanced semiconductor chips, goes dark, crippling industries from banking to defense. Essential research advancing fields like AI and biotechnology come to a standstill. Russia, sensing an opportunity, aligns with China and cuts off gas exports, sending fuel prices skyrocketing. Markets plunge. Inflation surges. The Indo-Pacific, the backbone of global commerce, is in chaos.

Nobody wants this, but it’s not entirely in our control. The PRC is engaged in the largest peacetime military buildup since World War II, with an industrial advantage in warships, drones, and other weapons of war. It has spent years pressuring U.S. allies, attacking civilian vessels, cutting undersea cables, and engaging in simulated wargames just miles from Taiwan’s shores. It is an expansionist power preparing for war. And war would be catastrophic. Even the most conservative estimates predict trillions in economic losses and global depression. And that does not even contemplate the human cost which, as the Ukraine conflict has taught us, can be dire.

But there is a way to deter this future: peace through strength, built on technology. Washington has spent years preparing for this moment, and Silicon Valley is building for it too. This project highlights 50 tech companies uniquely positioned to prevent this conflict and fortify the U.S. against the threats an Indo-Pacific crisis would unleash, from securing self-sustaining supply chains to building AI-powered defense systems and resilient energy infrastructure.

The fight of the future is already underway across factories, testing labs, and R&D hubs in El Segundo, San Francisco, Austin, and beyond. These 50 companies aren’t just strengthening America’s ability to avoid conflict, they’re re-industrializing America in the process — and that’s an even bigger win.

The Next Big Test: Tabletop Exercise

From hypersonic missiles to AI-driven logistics, here’s how technology could help the U.S. defend against military, economic, and supply-chain threats.

Deterrence & Defense

If conflict breaks out over Taiwan, the U.S. would mobilize, but vast distances and vulnerable supply lines would pose major challenges. To counter those threats, defense tech companies are advancing autonomous systems. Castelion’s hypersonic missiles could bolster long-range strike capabilities, while Anduril’s AI-powered drones and surveillance towers would enhance battlefield awareness. Shield AI’s V-BAT drones could neutralize electronic warfare threats, and Saronic’s autonomous surface vessels would deter maritime confrontations. Meanwhile, Skydio’s AI-driven drones could provide real-time reconnaissance.

Manufacturing Disruption

Asia dominates global manufacturing, with Taiwan at the forefront of cutting-edge semiconductor production. A Chinese invasion could cripple supply chains, disrupting everything from consumer tech to defense. In response, U.S. companies are scaling domestic manufacturing. Hadrian’s automated precision machining could accelerate production of critical components. Re:Build’s advanced factories aim to localize fabrication. Galvanick’s cybersecurity platform strengthens industrial resilience, while Solugen’s bio-based chemicals help re-shore essential inputs.

Supply Chain Instability

The Taiwan Strait is a major shipping artery — conflict there could snarl global trade, causing delays and price volatility. Tech could help keep supply chains moving. Saronic’s autonomous vessels could establish new shipping routes and track maritime traffic. If traditional communications go down, satellite networks from SpaceX, Astranis, and others would keep logistics and supply chains connected. And if key shipping lanes are blocked, Umbra’s SAR satellites could map alternative routes, assess risks, and help reroute cargo.

Energy Security Challenges

A Chinese invasion of Taiwan could disrupt trade routes and global energy supplies, threatening regional stability. Technology can strengthen domestic resilience. Radiant’s compact nuclear microreactors provide reliable power for critical infrastructure and remote sites, even during grid failures. Base Power builds a more decentralized, resilient grid with a modern software-driven architecture. Innovations like these ensure sustained operations in a crisis and power the intelligent systems necessary to manufacture and deploy weapon systems.
Mission
Securing communications in contested environments with advanced multi-domain mesh networks
Founders
Chris Taylor
Headquarters
San Francisco, CA
Sector
Aerospace

Former Force Recon Marine Chris Taylor founded Aalyria based on projects originally developed at Alphabet. These technologies improve connectivity for space, air, sea, and ground-based defense operations. Aalyria’s Spacetime platform manages real-time, complex networks, while the company’s Tightbeam laser terminals — planned for deployment on commercial ships across Asia, the Middle East, Europe, Africa, and the Caribbean — will bring high-speed laser communications to open ocean areas. Last year, the Defense Innovation Unit (DIU) selected Aalyria to enhance tactical command and control for autonomous defense systems, with a focus on the Indo-Pacific.

Mission
Delivering space-based solar power for global energy independence
Founders
Baiju Bhatt
Headquarters
San Francisco, CA
Sector
Energy & Materials

Inspired by his father’s work at NASA Langley, Robinhood cofounder Baiju Bhatt shifted to aerospace in 2024 to launch Aetherflux. The company taps into space-based solar energy, using low Earth orbit satellites and infrared lasers to transmit power — bypassing traditional solar farms and grid infrastructure. For military applications, this could supply a steady energy supply for remote bases, eliminating reliance on vulnerable fuel convoys. In October 2024, Aetherflux joined the Commercial Spaceflight Federation to collaborate with government agencies, positioning its off-grid energy as an advantage for U.S. forces.

Mission
Optimizing complex operations and logistics with AI-driven decision-making
Founders
Phillip Buckendorf, Kris Dorosz, Lucas Kukielka
Headquarters
Boston, MA
Sector
Aerospace

Air Space Intelligence’s (ASI) software simulates and optimizes the most complex operations across critical industries and defense. The company’s AI-powered platform impacts more than 25% of all U.S. air traffic and supports critical missions within the Department of Defense. ASI’s technology enhances the resilience and efficiency of operations and supply chains, ensuring that critical assets are positioned and orchestrated effectively to deter and respond to threats.

Data will decide the balance of power
Dave Spirk
former Chief Data Officer, DoD
Mission
Reinventing air defense with robotic counter-threat security systems
Founders
Steven Simoni, Luke Allen, Mike Wior
Headquarters
Austin, TX
Sector
Defense

Cofounded by former U.S. Navy nuclear engineers, ACS is pioneering technology in counter-drone defense. Its flagship system, Bullfrog, is an autonomous robotic gun that detects, tracks, identifies, and neutralizes drone threats in real time, securing military bases, naval vessels, and forward-operating forces. 

Mission
Redefining warfare with autonomous defense systems and AI-powered battlefield technology
Founders
Brian Schimpf, Palmer Luckey, Matt Grimm, Trae Stephens, Joseph Chen
Headquarters
Costa Mesa, CA
Sector
Defense

Anduril takes a software-first approach to hardware, speeding up military innovation. Its autonomous systems handle real-time surveillance, force protection, and unmanned combat missions. In 2025, Anduril is ramping up production with Arsenal-1, a 5 million-square-foot factory in Columbus, Ohio, to mass-produce autonomous weapons, while also deepening partnerships with OpenAI and Palantir to integrate AI into national security missions. That growth comes alongside expanding government contracts. In February 2025, Anduril took over the U.S. Army’s $22 billion Integrated Visual Augmentation System (IVAS) program from Microsoft, bringing advanced mixed-reality headsets to the battlefield to boost soldiers’ situational awareness.

Test, iterate, dominate: Closing the gap with China
Brian Schimpf
CEO & cofounder, Anduril
Mission
Deploying micro-nuclear reactors for reliable off-grid energy in remote locations
Founders
Jordan Bramble, Julia DeWahl
Headquarters
Redondo Beach, CA
Sector
Energy & Materials

Unlike traditional nuclear power, Antares’ kilowatt-scale microreactors are mobile, scalable, and low-maintenance, providing reliable energy without fuel supply chains. This makes them especially valuable for U.S. military operations, where powering forward-operating bases and remote sites remains a logistical challenge. In September, Antares announced it had secured $3.75 million in Department of Defense funding and is working with national laboratories to refine its technology. The company also teamed up with Savannah River National Laboratory last year to develop small modular reactor (SMR) technology for defense. Antares plans to deploy its first 240-kilowatt, non-nuclear demonstration unit by mid-2025.

Mission
Advancing radio frequency (RF) connectivity for aerospace, defense, and industrial networks
Founders
John Malsbury, Jeffrey Osborne, Ricardo Medina
Headquarters
El Segundo, CA
Sector
Aerospace

AnySignal’s end-to-end RF technology — spanning antennas, modems, and sophisticated signal processing software — enables real-time communications with satellites and other mission-critical assets. Their team includes former SpaceX engineers who helped develop key systems for Falcon, Starlink, and Starship. In February 2024, AnySignal partnered with Vast Space to develop next-generation space communication systems for the Haven-1 space station, advancing secure and resilient in-orbit connectivity.

Mission
Mass-producing satellite buses to accelerate space missions
Founders
Ian Cinnamon, Max Benassi
Headquarters
Los Angeles, CA
Sector
Aerospace

In the three years since its founding, Apex Space has revamped satellite manufacturing. Its 46,000-square-foot facility, Factory One, can churn out up to 50 spacecraft a year, meeting demand for rapid, high-volume production. Apex’s satellites have become valuable assets for space situational awareness and missile tracking. In October, Apex announced a partnership with Anduril aimed at fast-tracking space system development and deployment for the U.S. and its allies. And last month, the company secured a $45.9 million contract from the U.S. Space Force.

Mission
Simulating real-world conditions to fast-track autonomous vehicle development
Founders
Qasar Younis, Peter Ludwig
Headquarters
Mountain View, CA
Sector
Computing

Applied Intuition’s software powers real-world simulations for autonomous systems, allowing users to train, test, and fine-tune AI decision-making before deployment. This technology is essential for autonomous ground and aerial vehicles operating in contested environments. With offices in Washington, D.C., Germany, South Korea, and Japan, Applied Intuition has established itself as a leader in military AI adoption. In 2025, the company is scaling up its battlefield simulation technology to bolster U.S. deterrence and readiness.

Bringing startup speed to government
Justin Fanelli
CTO, U.S. Dept. of the Navy
Mission
Designing high-performance electric watercraft for a sustainable future
Founders
Mitch Lee, Ryan Cook
Headquarters
Los Angeles, CA
Sector
Energy & Materials

Seeing the potential for electric propulsion in marine applications, former aerospace engineers Mitch Lee and Ryan Cook launched Arc Boats in 2021, building high-performance electric watercraft. Their first models, the Arc One and Arc Sport, demonstrated new possibilities in sustainable marine engineering. While Arc is currently focused on the consumer market, its advancements in battery and propulsion technology could have future applications in maritime security. To keep up with demand, the company moved into a new 150,000-square-foot production facility outside Los Angeles in 2024.

Mission
Reshaping remote edge computing for military and industrial applications
Founders
Dan Wright, Jon Runyan
Headquarters
San Francisco, CA
Sector
Computing

Armada builds satellite-connected, rapidly deployable data centers for off-grid and remote locations. Unlike traditional data centers, its Galleon units are self-contained, ruggedized, and AI-enabled, delivering real-time data processing where conventional infrastructure falls short. In February 2025, Armada teamed up with industrial AI firm Avathon to bring prescriptive maintenance and inventory management to bandwidth-limited environments like offshore oil rigs and mining sites. This tech is also crucial for defense operations, ensuring secure, distributed computing for battlefield intelligence, command-and-control, and autonomous military systems.

Mission
Bringing connectivity to remote locations with small geostationary satellites
Founders
John Gedmark, Ryan McLinko
Headquarters
San Francisco, CA
Sector
Aerospace

Astranis’ MicroGEO satellites deliver fast, affordable connectivity, improving civilian broadband and military communications resilience. In September 2024, the company landed a $13.2 million U.S. Space Force contract to equip its Omega satellites with Military Ka-band compatibility, providing secure, low-latency tactical communications. Two months later, Astranis was chosen as a contractor for the Resilient GPS program, helping to reinforce U.S. military space infrastructure with low-cost positioning, navigation, and timing satellites. The company plans to have 100+ satellites in orbit by 2030.

Mission
Making supersonic travel a reality with sustainable, high-speed flight
Founders
Ian Brooke
Headquarters
San Francisco, CA
Sector
Aerospace

Astro Mechanica founder Ian Brooke started out building model aircraft and helicopters as a kid — now he’s working on the world’s first turboelectric adaptive jet engine. Unlike conventional jet engines, Astro Mechanica’s design operates efficiently at all speeds, from takeoff to supersonic. The company is focused on high-speed aviation, with plans for trans-Pacific flight demonstrations.

High-stakes challenges drive aerospace breakthroughs
Ian Brooke
CEO & founder, Astro Mechanica
Mission
Automating high-precision manufacturing for industrial-scale production
Founders
Aaron Slodov, Austin Bishop, Lou Young Jr.
Headquarters
Warren, MI
Sector
Manufacturing

Aaron Slodov has spent years working to revive and modernize U.S. manufacturing: he founded Reindustrialize, a conference dedicated to the cause. Atomic Industries is modernizing tool and die manufacturing with AI-driven automation, streamlining the production of high-precision components. In 2024, Atomic partnered with LS Mtron to integrate AI-powered mold-making into injection molding systems, advancing high-volume manufacturing with potential applications in defense and aerospace.

Mission
Advancing unmanned warfare and robotic defense technology
Founders
Lorenz Meier, Kevin Sartori
Headquarters
Arlington, VA
Sector
Defense

Working with the DIU, U.S. Customs and Border Protection, and NATO, Auterion is upgrading open-source drone operating systems to improve mission flexibility and logistics across allied forces. Its modular, interoperable platform integrates across military fleets, making drone operations more efficient and adaptable. In August 2024, the DIU selected Auterion to prototype small Uncrewed Aerial Systems (sUAS) designed to operate in electromagnetically contested environments. In December, the company partnered with Rheinmetall to standardize military drone software across NATO allies. Auterion’s Skynode, an AI-powered autopilot and mission computer, enhances computer vision and autonomous navigation, giving unmanned military operations greater precision and intelligence.

Mission
Enhancing grid stability and providing reliable power through distributed battery storage solutions
Founders
Zach Dell, Justin Lopas
Headquarters
Austin, TX
Sector
Energy & Materials

Base Power is addressing energy volatility, ensuring reliable power in an era of growing threats. By integrating state-of-the-art software with distributed energy systems, the company enables real-time energy management, grid flexibility, and autonomous power routing. This reduces dependence on vulnerable centralized grids, safeguarding against cyber threats, physical attacks, and bulk power disruptions. Base Power is currently operational in Austin, Dallas-Fort Worth, and Houston.

Mission
Building secure, privacy-first mobile networks for global connectivity
Founders
John Doyle
Headquarters
Washington, D.C.
Sector
Defense

Before founding Cape, John Doyle served as a Special Forces sergeant and led Palantir’s national security division. Now, he’s building encrypted, resilient networks to secure communications for both civilian and defense applications. In April 2024, Cape landed a U.S. Navy contract to develop a secure cellular network at Naval Base Guam, strengthening cybersecurity in the Indo-Pacific. Expanding its defense reach, Cape teamed up with IT&E in October to launch a Mobile Virtual Network Operator (MVNO) in the Pacific, delivering 4G/5G connectivity to the USS Abraham Lincoln up to 130 miles offshore.

Unsecure networks turn phones into targets
John Doyle
CEO & founder, Cape
Mission
Strengthening deterrence with next-generation hypersonic weapons
Founders
Bryon Hargis, Andrew Kreitz, Sean Pitt
Headquarters
El Segundo, CA
Sector
Defense

Castelion is ramping up the development and production of hypersonic weapons at scale. In March 2024, the company successfully tested its first hypersonic missile prototype, proving that high-speed precision weapons can be built faster and more affordably. With tensions rising in the Indo-Pacific, Castelion’s technology is built to bolster U.S. and allied deterrence, maintaining an operational edge over adversaries. Last year, it expanded its Texas-based manufacturing footprint to produce and ground-test rocket engines and propulsion systems.

Mission
Dominating the electromagnetic battlefield with AI-driven electronic warfare tools
Founders
Nathan Mintz, Mark Trefgarne, Lee Thompson, Porter Smith
Headquarters
El Segundo, CA
Sector
Defense

Electromagnetic spectrum warfare is more crucial than ever in modern conflicts. CX2 leverages RF-defined platforms and munitions to unlock maneuver on the 21st century battlefield. Its autonomous networks enable next-gen sensing and strike capabilities to find, fix, and finish emitters — from GPS jammers to drone operators — giving forces a tactical edge

Mission
Revolutionizing circuit board design and supply chain with AI-driven automation
Founders
Davide Asnaghi, Lenny Khazan
Headquarters
New York, NY
Sector
Manufacturing

Diode integrates code-based circuit design, automatic board routing, and manufacturer aggregation to slash development time and streamline the hardware lifecycle. Its platform cuts the traditionally manual, months-long printed circuit board (PCB) design process down to days, delivering ready-to-use boards. As AI-powered component design becomes a key focus for defense innovation, Diode’s technology could help modernize U.S. military hardware.

Mission
Delivering real-time radio frequency (RF) sensing for electronic warfare and situational awareness
Founders
Alex Wulff, Ben Harpe, Isaac Struhl
Headquarters
New York, NY
Sector
Computing

Distributed Spectrum’s RF sensing platform uses AI to provide real-time spectrum analysis, helping forces detect and counter threats faster in contested environments. In September 2024, the company won the U.S. branch of the AUKUS Electronic Warfare Innovation Challenge with RF sensing tech designed to combat adversarial electromagnetic activity in the Indo-Pacific. Its partnership with the defense tech company Picogrid brought RF spectrum awareness solutions to the U.S. Air Force, strengthening electronic warfare and signals intelligence. 

Manufacturing might Is America’s best defense
Bryon Hargis
CEO & cofounder, Castelion
Mission
Deploying directed-energy weapons to neutralize drone and electronic threats
Founders
Nathan Mintz, Bo Marr, Joe Lonsdale, Grant Verstandig, Max Mednik, John Tenet
Headquarters
Torrance, CA
Sector
Defense

Epirus is pushing the limits of electromagnetic warfare with its solid-state, software-defined directed-energy systems. Its flagship product, Leonidas, is a high-power microwave weapon capable of disabling entire drone swarms in seconds. The technology is increasingly being integrated into U.S. military operations to protect critical assets. Last year, Epirus delivered the final batch of four Indirect Fire Protection Capability-High Power Microwave (IFPC-HPM) prototypes to the U.S. Army, boosting short-range air defense against drone threats. In August, it also demonstrated Leonidas’s ability to neutralize unmanned naval threats at the Navy’s ANTX exercise.

Mission
Powering AI data centers with off-grid renewable energy solutions
Founders
Hannan Happi, Jack Abraham
Headquarters
Miami, FL
Sector
Energy & Materials

Exowatt is building at the intersection of renewable energy and AI infrastructure, tackling energy security with sustainable solutions. The company develops renewable power systems designed to meet the growing energy demands of AI-driven data centers. Its P3 system combines a heat collector, thermal battery, and heat engine to harness and store solar energy as heat, delivering on-demand electricity. This modular, off-grid technology is suited for energy-intensive applications and high-density computing across commercial and government uses.

Mission
Building hybrid rocket engines to solve supply-chain bottlenecks in missile propulsion
Founders
Will Edwards, Steve Edwards, Ronald Jones
Headquarters
Addison, TX
Sector
Defense

Firehawk builds customizable, 3D-printed hybrid rocket engines that are more efficient and cost-effective than traditional solid or liquid-fueled systems. The company secured a U.S. Army SBIR Phase III contract to develop rocket motors for the GMLRS, Javelin, and Stinger missile systems, and last year, AFWERX selected Firehawk to supply hybrid rocket engines to the U.S. Air Force. Expanding its launch and testing capabilities, Firehawk operates within the FISTA Innovation Park and runs a 30-square-mile launch range in West Texas, where it conducts tests for its rocket engines.

Mission
Advancing autonomous driving for military operations
Founders
Alberto Lacaze
Headquarters
Clarksburg, MD
Sector
Defense

Forterra develops AI-powered military vehicles designed to navigate tough, high-risk terrain autonomously. In January, the company received a contract from the U.S. Marine Corps to equip light armored trucks with self-driving tech, enabling them to position and launch anti-ship missiles without a human driver. This upgrade, part of the ROGUE-Fires program, boosts the Marine Corps’ ability to counter maritime threats. Forterra is also expanding its ground autonomy systems to support DoD initiatives like the Robotic Combat Vehicle (RCV) and GEARS retrofit programs.

Mission
Protecting critical infrastructure from cyber threats in energy, aerospace, and telecoms
Founders
Joshua Steinman, Brandon Park, Feliks Pleszczynski
Headquarters
Seattle, WA
Sector
Homeland Security

Galvanick cofounder Joshua Steinman, a former U.S. Navy officer and Senior Director for Cyber Policy on the National Security Council, launched the company in 2021 after years of defending against sophisticated cyber threats. Galvanick’s technology continuously gathers and analyzes industrial data, enabling real-time threat detection, differentiation, and automated response.

Mission
Automating precision manufacturing for aerospace and defense hardware
Founders
Chris Power
Headquarters
Torrance, CA
Sector
Manufacturing

Manufacturing complex parts like rocket engine nozzles and fuselage sections has long been a slow, labor-intensive process, despite their critical role in aerospace and defense. Hadrian is changing that by combining robotics, AI-driven automation, and model-based manufacturing to speed up production and cut costs for high-precision metal components used in rockets, satellites, jets, drones, and beyond. Earlier this year, the company brought on Rear Admiral Mike Manazir — a former Boeing executive and retired U.S. Naval officer — as VP of Federal Sales, to accelerate its work with the government. To keep up with rising demand, Hadrian is also expanding its footprint with planned factories in Texas, Arizona, and Virginia.

Military readiness is forged in the factory
Chris Power
CEO & founder, Hadrian
Mission
Pioneering hypersonic aircraft for commercial and military applications
Founders
AJ Piplica, Skyler Shuford, Glenn Case, Mike Smayda
Headquarters
Atlanta, GA
Sector
Aerospace

Hermeus is pushing the limits of speed and range in military operations with its Mach 5, air-breathing vehicles. Last year, the company unveiled the Quarterhorse Mk 1, an uncrewed hypersonic test aircraft, and completed ground testing at Edwards Air Force Base. To address the U.S.’s shortage of hypersonic testing facilities, Hermeus broke ground on its HEAT (High Enthalpy Air-Breathing Test) facility in Jacksonville, Florida, which will support engine testing for the upcoming Quarterhorse Mk 2. 

Mission
Developing agile orbital transfer vehicles to extend satellite lifespans
Founders
Tom Mueller
Headquarters
Redondo Beach, CA
Sector
Aerospace

Former SpaceX propulsion chief Tom Mueller launched Impulse Space to tackle the growing demand for efficient in-space transportation to higher orbits and beyond. His team’s innovations are strengthening U.S. space-based defense and intelligence efforts. In October 2024, Impulse Space secured a $34.5 million U.S. Space Force contract to support the upcoming VICTUS SURGO and VICTUS SALO missions, improving space domain awareness. In addition, the company won a BALISTA contract from the National Reconnaissance Office (NRO) to develop agile space technologies for U.S. defense applications.

Mission
Engineering next-gen unmanned defense systems for modern battlefields
Founders
Soren Monroe-Anderson, Olaf Hichwa
Headquarters
Los Angeles, CA
Sector
Defense

Neros cofounders Soren Monroe-Anderson and Olaf Hichwa first crossed paths as high school rivals in professional drone racing. Now, they’re bringing that expertise to the battlefield, building next-gen, vertically integrated unmanned systems. Designed for speed and agility in contested environments, Neros UAVs were deployed to Ukraine. In August 2024, the Defense Innovation Unit (DIU) tapped the company to develop small unmanned aircraft system (UAS) capable of operating in electromagnetically contested conditions.

Mission
Scaling satellite ground stations for seamless global data transmission
Founders
Bridgit Mendler, Shaurya Luthra, Griffin Cleverly
Headquarters
El Segundo, CA
Sector
Aerospace

Northwood’s “Portal” network uses phased-array antennas that will be able to connect to up to 10 satellites at once, boosting data throughput and reducing latency. In October 2024, the company successfully tested its prototype antenna, “Frankie,” establishing two-way communication with Planet Labs satellites. This year, Northwood plans to roll out its first Portal sites, with potential locations in the U.S., Europe, Australia, and New Zealand. As demand for real-time, high-speed satellite connectivity grows, the startup’s high-bandwidth, low-latency ground stations could become an asset in military satellite communications and surveillance infrastructure.

Mission
Building the software backbone for AI-powered robotics
Founders
Karol Hausman, Sergey Levine, Lachy Groom, Chelsea Finn, Brian Ichter, Adnan Esmail, Quan Vuong
Headquarters
San Francisco, CA
Sector
Computing

Physical Intelligence’s software gives machines the adaptability to handle real-world tasks with human-like flexibility. Its π0 (pi-zero) AI system allows robots to learn and perform complex actions — like assembling boxes or retrieving specific items — without human input. These advances in robotic autonomy have big implications for logistics and manufacturing, bridging the gap between AI and the physical world.

How the DIU is scaling commercial tech
Liz McNallly
Deputy Director of Commercial Operations, DIU
Mission
Fully automating circuit board design to speed up hardware development
Founders
Sergiy Nesterenko
Headquarters
Los Angeles, CA
Sector
Manufacturing

Quilter’s AI-powered “compiler” for printed circuit board (PCB) design automates component placement, routing, and physics validation, cutting layout time from weeks to just hours. The platform integrates with PCB design software like Altium and KiCAD, helping hardware teams speed up electronics research, iteration, and development. So far, Quilter’s technology has been used to design PCBs for products like cameras and high-speed microprocessors, with potential future applications in more complex designs.

Mission
Deploying portable nuclear reactors for clean, reliable power
Founders
Doug Bernauer
Headquarters
El Segundo, CA
Sector
Energy & Materials

Doug Bernauer spent over a decade at SpaceX working on portable nuclear energy concepts for future Mars colonies. Now, through Radiant, he’s bringing that vision to Earth with “Kaleidos,” a portable nuclear microreactor designed for hospitals, data centers, and military bases. In 2023, Radiant partnered with Hill Air Force Base to explore military applications for Kaleidos, aiming for operational readiness by 2028. And in October 2024, the company successfully completed a passive cooldown safety test, a necessary phase as it gears up for full-scale testing.

Mission
Reinventing domestic supply chains with AI, automation, and advanced materials
Founders
Miles Arnone, Jeff Wilke
Headquarters
Framingham, MA
Sector
Manufacturing

Re:Build’s founders are on a mission to revitalize U.S. manufacturing and strengthen supply chains. By blending advanced engineering with vertically integrated production, the company boosts efficiency, scalability, and resilience across defense, aerospace, healthcare, and clean tech. In January 2025, Re:Build launched a new member company out of its existing 175,000 facility in Pennsylvania to support U.S.-based battery manufacturing for defense, aerospace, and energy storage.

Mission
Delivering real-time situational awareness for frontline forces
Founders
Garrett Smith, Andrew Dixon, Parker Clark, John Laxson
Headquarters
Woodside, CA
Sector
Defense

Cofounded by U.S. Marine Corps veteran Garrett Smith, Reveal Technology is transforming battlefield intelligence with AI-powered situational awareness tools. Its offline-optimized Farsight platform delivers near real-time 3D mapping, AI-driven analytics, and predictive decision-making, providing warfighters and first responders with intel in complex, communication-denied environments. With last year’s acquisition of DFL Technology, Reveal expanded its biometric and identity verification capabilities. 

Mission
Strengthening military supply chains and operational readiness in contested zones
Founders
David Tuttle, Peter Goldsborough
Headquarters
Arlington, VA
Sector
Defense

Rune Technologies is optimizing military logistics with TyrOS, an AI-powered operating system that streamlines asset management, personnel readiness, and equipment distribution. Using predictive analytics and dynamic optimization, TyrOS provides real-time insights — critical for fast deployments and resilient supply chains. 

Mission
Securing maritime operations with autonomous surface vessels (ASVs)
Founders
Dino Mavrookas, Rob Lehman, Vibhav Altekar, Doug Lambert
Headquarters
Austin, TX
Sector
Defense

Saronic develops unmanned surface vehicles (USVs) for maritime security and domain awareness, integrating hardware, software, and AI into a scalable platform. Its fleet includes the 6-foot Spyglass for reconnaissance, the 14-foot Cutlass for multi-mission operations, and the 24-foot Corsair, with a 1,000-nautical-mile range — enough to cross the Taiwan Strait 10 times. As Indo-Pacific tensions rise, Saronic’s USVs are central to the Navy’s hybrid fleet, deploying cost-effective autonomous systems to counter emerging threats. 

The future of naval warfare is AI-driven
Dino Mavrookas
CEO & cofounder, Saronic
Mission
Powering machine learning with high-quality training data and AI infrastructure
Founders
Alexandr Wang
Headquarters
San Francisco, CA
Sector
Computing

Scale AI continues to lead in AI data infrastructure, providing high-quality data labeling and model training to sharpen AI-driven decision-making. This month, the company was awarded a prototype contract by the Defense Innovation Unit (DIU) for Thunderforge, flagship program to leverage AI for US military planning and operations. As part of the effort, Scale will work alongside Anduril and Microsoft to integrate AI agents into military workflows.

Mission
Automating wire harness production to accelerate aerospace and defense manufacturing
Founders
Jordan Black, Benjamin Shanahan
Headquarters
Redondo Beach, CA
Sector
Manufacturing

Senra is transforming wire harness production with AI-driven automation, cutting down manufacturing timelines for the bundles of cables and connectors that power everything from fighter jets and military drones to next-gen EVs and industrial robots. What was once a slow, manual process is streamlined through AI and proprietary software. Operating out of its 15,000-square-foot facility in Redondo Beach, Senra is strengthening supply chains across aerospace, defense, automotive, and robotics, improving efficiency and precision in the process.

Mission
Enabling swarms of military drones and aircraft to operate autonomously
Founders
Brandon Tseng, Ryan Tseng, Andrew Reiter
Headquarters
San Diego, CA
Sector
Defense

Cofounded by Brandon Tseng, a former Navy SEAL, Shield develops advanced AI and hardware capable of powering government aircraft, drones, ships, and submarines. The company’s “Hivemind” AI pilot can function autonomously — without GPS or communications — to protect service members and civilians. Shield AI has integrated Hivemind into platforms like the F-16, MQM-178 Firejet, and V-BAT vertical takeoff drone. Last year, the company deepened its partnership with Palantir to enhance autonomous command and control systems. Shield AI’s V-BAT was also selected by Japan’s Maritime Self-Defense Force and was deployed in Ukraine.

Mission
American-made, autonomous drones for defense applications.
Founders
Adam Bry, Abe Bachrach, Matt Donahoe
Headquarters
San Mateo, CA
Sector
Homeland Security

Skydio’s AI-powered drones are built for high-risk missions and feature obstacle avoidance, real-time situational awareness, and autonomous navigation — even in GPS-denied environments. Its growing Drone as First Responder (DFR) program allows drones to arrive first at emergencies and provide live aerial updates. In October 2024, the company teamed up with South Korea’s LIG Nex1 to integrate its drone tech into Indo-Pacific defense operations, boosting regional security. (China later sanctioned Skydio for supplying drones to Taiwan’s National Fire Agency.) Skydio also expanded its global reach last year through a partnership with Indian robotics company Aeroarc.

Mission
Detecting and neutralizing rogue drones with advanced radio frequency (RF) security tech
Founders
Grant Jordan, Paul Wicks, Scott Torborg, Mike Spindel
Headquarters
San Diego, CA
Sector
Homeland Security

Cofounded by a former U.S. Air Force officer, SkySafe leverages RF technology and deep-threat analysis to detect and counter unauthorized drones. Its platform delivers real-time monitoring, threat classification, and autonomous response, making it a player in both civilian and military airspace security. With multiple multi-million dollar contracts from U.S. allies in Asia, SkySafe is working to strengthen Indo-Pacific airspace defense against drone threats.

Mission
Replacing petroleum-based chemicals with sustainable, low-carbon alternatives
Founders
Gaurab Chakrabarti, Sean Hunt
Headquarters
Houston, TX
Sector
Energy & Materials

Decreasing our dependence on foreign chemical supply chains has become a national security imperative. Solugen is tackling the issue with biomanufacturing tech that produces high-purity chemicals while reducing environmental impact. In November 2024, the company secured a U.S. Department of Defense contract to develop a modular facility for making dual-use chemical precursors, fortifying domestic supply chains.

Mission
Driving the future of space transportation and exploration
Founders
Elon Musk
Headquarters
Boca Chica, TX
Sector
Aerospace

SpaceX’s vertically integrated approach to reusable rockets and low-cost launch systems has drastically reduced the cost of space access and exploration. Its rapid innovation cycle has cemented its dominance in both commercial spaceflight and national defense. For years, Chinese competitors have been developing technology to challenge SpaceX’s Starlink satellites. Starlink — and its government-focused counterpart, Starshield — serve as a backbone of U.S. military communications and sensing.

Mission
Delivering scalable autonomous products for defense and industry
Founders
Dima Kislovskiy, Narek Melik-Barkhudarov
Headquarters
Pittsburgh, PA
Sector
Defense

Swan’s founding team previously led autonomy divisions in self-driving cars (Uber) and trucks (Aurora). In partnership with leading OEMs, the company is working to develop scalable, effective autonomous capabilities for defense and industrial applications. 

Mission
Enhancing orbital safety and closing national security gaps in space
Founders
Ryan Westerdahl, Tyler Pierce, Patryk Wiatr
Headquarters
Irvine, CA
Sector
Aerospace

Turion is taking on one of space’s biggest challenges: orbital safety. The company specializes in space debris removal and real-time space domain awareness, helping prevent collisions and protect critical space infrastructure. It also provides non-Earth imaging of satellites and debris, offering insights into the status and movements of foreign space assets. After receiving prior contracts from SpaceWERX and NASA to advance its technology, in December Turion received a U.S. Space Force contract to develop and launch three small satellites for debris tracking and monitoring, bolstering national security in space.

Mission
Delivering high-resolution satellite data for defense and intelligence.
Founders
David Langan, Gabe Dominocielo
Headquarters
Santa Barbara, CA
Sector
Aerospace

Umbra’s high-resolution Synthetic Aperture Radar (SAR) satellites cut through bad weather, darkness, and atmospheric interference to deliver continuous, high-quality imaging for defense and commercial use. In October, the company landed a multi-million dollar contract with the U.S. Space Development Agency (SDA) to integrate its SAR tech into the Proliferated Warfighter Space Architecture (PWSA), providing real-time intelligence for tactical operations. Late last year, Umbra also teamed up with Maxar Technologies, securing tasking contracts from government clients in the Asia-Pacific.

Mission
Using AI to solve the toughest national security challenges
Founders
Brett Granberg, Nini Hamrick
Headquarters
Palo Alto, CA
Sector
Defense

Vannevar’s AI models sift through adversarial communications, open-source intel, and digital signals to provide actionable insights for military decision-makers. The company’s tech has played a key role in Indo-Pacific operations, including assisting U.S. forces during a 2022 Congressional delegation to Taiwan by identifying Chinese diplomatic signals. Last year, Vannevar worked with the 15th Marine Expeditionary Unit in the Pacific, analyzing foreign media narratives. And in November, the DIU announced a production-scale contract for the company to integrate its AI technology across the Department of Defense.

Mission
Bringing hypersonic flight to life for defense and ultra-fast travel
Founders
Andrew Duggleby, Sassie Duggleby
Headquarters
Houston, TX
Sector
Aerospace

December marked a breakthrough in hypersonic propulsion with the successful ignition of the Venus Detonation Ramjet (VDR2) engine. Capable of transitioning from Mach 0 to Mach 6 — six times the speed of sound — the VDR2 sustains hypersonic speeds with efficiency. Last year, Venus Aerospace flew its first drone, hitting Mach 0.9 at 12,000 feet. Now, in partnership with DARPA, the company is pushing hypersonic testing forward, accelerating the development of next-gen military applications.

Mission
Outfitting infantry with AI-powered, auto-aiming counter-drone systems
Founders
Joel Anderson
Headquarters
New York, NY
Sector
Defense

ZeroMark’s fire control system uses AI-driven targeting and real-time ballistic adjustments, giving ground forces the precision to take down aerial threats. In October 2024, the company worked with the U.S. Marine Corps to test its system on M27 Infantry Automatic Rifles, boosting anti-drone effectiveness. Two months later, ZeroMark ran a counter-drone demo in Virginia, highlighting its tech’s ability to accurately engage threats.

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