Anduril's EagleEye Debuts, GE & Shield AI Team Up, and AI Boosts Defense Stocks

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Welcome to this week's edition of Defense AI Brief.

At the IMPACT 25 summit, Anduril founder Palmer Luckey introduced EagleEye, an AI-powered system aimed at enhancing national security through advanced integration of command and control, digital vision, and survivability. Meanwhile, Partsol Defense has secured a $380,000 contract with the U.S. Department of War to implement its AI platforms, Atai Cognitive AI and Checkmate 4D Neural Network, to bolster defense supply chain security.

Firehawk Aerospace has secured a strategic investment from Hanwha Defense USA to advance its AI-driven propulsion technologies, focusing on solid rocket motor technology and production. In another significant development, GE Aerospace and Shield AI have announced a partnership to develop propulsion technologies for the X-BAT vehicle program, utilizing the F110-GE-129 engine and Shield AI's Hivemind software. Additionally, VisionWave Holdings Inc. has raised approximately $4.64 million to enhance its defense-technology programs, marking a notable trend of AI driving growth in defense stocks by 2025.

Anduril's Palmer Luckey Introduces AI System EagleEye

At the IMPACT 25 summit, Anduril founder Palmer Luckey introduced EagleEye, an AI-powered system aimed at enhancing national security through advanced integration of command and control, digital vision, and survivability. Read more

Partsol Defense Wins $380,000 Contract with U.S. Department of War

Partsol Defense has secured a $380,000 contract with the U.S. Department of War to implement its AI platforms, Atai Cognitive AI and Checkmate 4D Neural Network, to bolster defense supply chain security. Read more

Firehawk Aerospace Receives Investment from Hanwha Defense USA

Firehawk Aerospace has secured a strategic investment from Hanwha Defense USA to advance its AI-driven propulsion technologies, focusing on solid rocket motor technology and production. Read more

GE Aerospace and Shield AI Partner on X-BAT Propulsion

GE Aerospace and Shield AI have announced a partnership to develop propulsion technologies for the X-BAT vehicle program, utilizing the F110-GE-129 engine and Shield AI's Hivemind software. Read more

VisionWave Raises $4.6M for Defense-AI

VisionWave Holdings Inc. has raised approximately $4.64 million through the exercise of common-stock purchase warrants. The funds will be used to enhance the company's defense-technology programs. Read more

AI Drives Growth in Defense Stocks by 2025

In 2025, global defense stocks, particularly those focused on artificial intelligence, have experienced significant growth. Companies like VisionWave Holdings Inc., RTX Corporation, and Red Cat Holdings, Inc. are at the forefront of this trend, driven by increased defense budgets and technological innovations. Read more

Valid Eval Expands Partnership with Defense Innovation Unit

Valid Eval has expanded its partnership with the Defense Innovation Unit to enhance AI-driven acquisition processes for unmanned aircraft systems. This follows their success in DIU's Project G.I. prize challenge. Read more

IBM Unveils AI Model for Defense with Janes

On October 29, 2025, IBM introduced the IBM Defense Model, an AI tool developed with Janes for defense and national security, enhancing mission planning and decision support. Read more

Metal Shark and HavocAI Partner for Autonomous Maritime Defense

Metal Shark and HavocAI have announced a partnership to integrate autonomous technology into unmanned surface vessels, aiming to enhance maritime defense capabilities. Read more

Hanwha Group Showcases AI Weapon Systems at ADEX 2025

Hanwha Group has announced its participation in the Seoul International Aerospace & Defense Exhibition (ADEX) 2025, where it will showcase AI-integrated weapon systems. The company aims to enhance defense capabilities through AI technology. Read more

VisionWave and PVML Launch AI Defense Partnership

On October 29, 2025, VisionWave Holdings, Inc. and PVML Ltd. announced the start of the execution phase of their partnership focused on a secure AI-driven mission-intelligence platform, following a meeting in Tel Aviv. Read more

Windlift Introduces GUARD Platform for Defense

Windlift has launched its GUARD platform, a new class of tethered UAVs aimed at enhancing national security and infrastructure monitoring. The platform is designed for high wind conditions, suitable for ISR and maritime security applications. Read more

American Binary and Oracle Launch Quantum-Resistant VPN

American Binary has partnered with Oracle to introduce a quantum-resistant VPN, Ambit Client, aimed at bolstering cybersecurity for enterprise and defense sectors. Read more

Major Companies Advance AI in 6G, Defense, and Edge Computing

Several major companies have made significant advancements in AI technology. Nvidia introduced an AI-native 6G wireless stack, Google partnered with Reliance Industries for AI in 5G, IBM launched a defense AI model, Hewlett Packard Enterprise expanded its AI Factory program, and Cisco unveiled a new platform for AI processing. Read more

Vermeer Secures $10M for AI Navigation in Defense

The American-Ukrainian startup Vermeer has raised $10 million in Series A funding to enhance its AI navigation solutions for defense, with backing from Draper Associates and the U.S. Air Force Tech Stars. Read more

Spanish Ministry of Defense to Launch AI Data Center

The Spanish Ministry of Defense has announced the Numant-IA project, a €70 million data center in Soria, set to enhance technological capabilities and support national security. Read more

Deloitte Invests in Kihomac for US Drone Manufacturing

Deloitte has announced a strategic investment in Kihomac to enhance drone manufacturing in the United States, focusing on strengthening the supply chain and national security. Read more

Arcfield's STC Team Wins NDIA Systems Engineering Award

The Strategic Technology Consulting team of Arcfield has been honored with the Lt. Gen. Thomas R. Ferguson Jr. Systems Engineering Excellence Award by the National Defense Industrial Association for their contributions to systems engineering in national defense. Read more

HII and Shield AI Test Integrated Autonomy on ROMULUS USV

HII and Shield AI have completed a major test of their integrated autonomy solution on the ROMULUS unmanned surface vessel in Virginia Beach. The test marked the first maritime deployment of Shield AI's Hivemind software with HII's Odyssey suite. Read more

U.S. Army Awards $7.9M Contract to Skydio

Skydio has secured a $7.9 million contract from the U.S. Army to supply X10D small unmanned aircraft systems for the Short Range Reconnaissance Tranche 2 program, boosting their tactical ISR capabilities. Read more

X-Bow Systems Adopts Lockheed Martin's AI for Rocket Production

X-Bow Systems Inc has become the first customer to use Lockheed Martin's Astris AI Factory, a secure AI platform designed to enhance the production of solid rocket motors. This collaboration aims to meet national security production demands by improving factory operations and data governance, leading to quicker delivery of tactical rocket motors. Read more

DZYNE Technologies Unveils Dronebuster Vehicle Kits at AUSA 2025

DZYNE Technologies has launched its new Dronebuster® Vehicle Kits at the AUSA Annual Meeting, aimed at enhancing mobile counter-UAS protection for vehicles and infrastructure. Read more

Swarmer Secures $18 Million for Drone Swarm Tech

Ukrainian startup Swarmer has raised $18 million to enhance its AI-driven drone swarm technology, setting a new record in defense tech funding. Read more

Ondas Holdings Acquires Sentrycs for Drone Capabilities

Ondas Holdings Inc. has announced its acquisition of Sentrycs, a company specializing in counter-unmanned aircraft system solutions. This move is intended to bolster Ondas' capabilities in autonomous drone operations and airspace security across global defense and infrastructure markets. Read more

Lockheed Martin and Google Partner on AI for Security

Lockheed Martin and Google Public Sector have announced a strategic collaboration to integrate Google's generative AI into Lockheed Martin's secure infrastructure, aiming to enhance aerospace and cybersecurity capabilities. Read more

Taiwan Forum Discusses AI in Industry

The National Development Council hosted a forum on October 17 to explore AI applications in Taiwan's industries, featuring discussions on AI integration and its role in various sectors. Read more

Google to Build AI Data Centre on Christmas Island

Google is set to construct an AI data centre on Christmas Island, Australia, following a cloud agreement with the Australian Department of Defence. The centre aims to support military operations in the Indian Ocean. Read more

Swarmbotics AI Unveils FireAnt Anti-Tank Drones

Swarmbotics AI, a robotics company, has developed FireAnt, a ground-based drone designed for swarm operations to detect and destroy tanks. These drones offer a cost-effective alternative to traditional anti-tank weapons. Read more

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Anduril's EagleEye Debuts, GE & Shield AI Team Up, and AI Boosts Defense Stocks - Defense AI Brief #17

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