Anduril

• Tech companies including Palantir, Anthropic, and Anduril are increasingly partnering with the US Department of Defense, marking a significant shift from decades of strained relations between the tech sector and military. • Anduril announced a 10-year, US$20 billion contract with the US military, while Palantir's Maven data analytics platform and Anthropic's AI have been used extensively in operations against Iran, including defense against Shahed drones. • The collaboration represents what investors view as a lucrative opportunity, with traditional military contractors like Lockheed Martin and Boeing now joined by rising tech giants in supplying cloud computing, AI-powered drones, and advanced defense systems.

• Anduril demonstrated its AI-powered Lattice OS at the Hill and Valley Forum on March 24, 2026, for asset tracking and kill chain analysis. • The system supports autonomous defense in multi-domain environments, aiding U.S. military re-industrialization. • Used in drones and submarines, it addresses AI sorting challenges in high-stakes operations.

• The Pentagon transitioned from pilot projects to long-term enterprise contracts with venture-backed defense tech firms, exemplified by deals with Anduril and Palantir totaling billions. • Anduril's contract covers AI-powered drones, autonomous systems, and counter-UAS hardware tied to live missions, setting new benchmarks for manufacturing and delivery. • Steven Simoni of Allen Control Systems called it a 'meaningful signal' that startups must prove operational reliability over prototypes.