Defense software
Command-and-control, intelligence, logistics, mission and simulation software, and military cyber.
Companies under this lens
| Anduril Industries | Covered | AI defense, Drones and uncrewed aircraft, Sensors, EW and counter-UAS, Defense software | Costa Mesa, CA | 2017 | Series H, May 13, 2026 | $61.00B, May 13, 2026 | Clarity (formerly Hiive), Nasdaq Private Market, Caplight, Augment Power 20, Augment | Quiet | Oct 11, 2026 |
| Applied Intuition | Covered | AI defense, Defense software, Ground autonomy | Sunnyvale, CA | 2017 | Series F, Jun 17, 2025 | $15.00B, Jun 17, 2025 | Clarity (formerly Hiive), Nasdaq Private Market, Caplight, Augment | Quiet | Oct 11, 2026 |
| Shield AI | Covered | AI defense, Drones and uncrewed aircraft, Defense software | San Diego, CA | 2015 | Series G, Mar 26, 2026 | $12.70B, Mar 26, 2026 | Clarity (formerly Hiive), Caplight, Augment Power 20, Augment, Destiny Tech100 | Watch | Oct 11, 2026 |
| Rebellion Defense | Covered | AI defense, Defense software | Washington, DC | 2019 | Series B, Sep 15, 2021 | $1.00B, reported Sep 22, 2021 | Clarity (formerly Hiive), Nasdaq Private Market, Caplight, Augment | Quiet | Oct 11, 2026 |
| Vannevar Labs | Covered | AI defense, Defense software, Sensors, EW and counter-UAS | Palo Alto, CA | 2019 | Series B, Jan 18, 2023 | No citable valuation | Nasdaq Private Market, Caplight | Watch | Oct 11, 2026 |
Why each is here
- Anduril IndustriesLattice is the command-and-control software under the Army enterprise agreement.TechCrunch, Mar 14, 2026
- Applied IntuitionIts defense unit builds the Department of Defense’s autonomy development and test platform.Applied Intuition (company release), Jan 14, 2025
- Rebellion DefenseSells AI software for target recognition, tracking and threat prediction.
- Shield AIHivemind mission autonomy is software under an Air Force production contract.Shield AI (company release), Jun 17, 2026
- Vannevar LabsBuilds AI software for intelligence collection and mission analytics.