Private companiesAI defense

Drones and uncrewed aircraft

Uncrewed aircraft, loitering munitions and interceptor drones.

Companies under this lens

Anduril IndustriesCoveredAI defense, Drones and uncrewed aircraft, Sensors, EW and counter-UAS, Defense softwareCosta Mesa, CA2017Series H, May 13, 2026$61.00B, May 13, 2026Clarity (formerly Hiive), Nasdaq Private Market, Caplight, Augment Power 20, AugmentQuietOct 11, 2026
Shield AICoveredAI defense, Drones and uncrewed aircraft, Defense softwareSan Diego, CA2015Series G, Mar 26, 2026$12.70B, Mar 26, 2026Clarity (formerly Hiive), Caplight, Augment Power 20, Augment, Destiny Tech100WatchOct 11, 2026
SkydioCoveredAI defense, Drones and uncrewed aircraftSan Mateo, CA2014Series F, Apr 23, 2026$4.40B, Apr 23, 2026Clarity (formerly Hiive), Nasdaq Private Market, Caplight, AugmentWatchOct 11, 2026
Mach IndustriesCoveredAI defense, Drones and uncrewed aircraft, Munitions and propulsionHuntington Beach, CA2023Series C extension, Sep 10, 2026$3.70B, reported Sep 10, 2026Clarity (formerly Hiive), Nasdaq Private Market, Caplight, AugmentQuietOct 11, 2026
Neros TechnologiesCoveredAI defense, Drones and uncrewed aircraftLos Angeles, CA2023Series C, Aug 11, 2026$2.50B, Aug 11, 2026Clarity (formerly Hiive), CaplightQuietOct 11, 2026
HermeusCoveredAI defense, Drones and uncrewed aircraftHawthorne, CA2018Series C, Apr 7, 2026$1.00B, reported Apr 8, 2026Clarity (formerly Hiive), Nasdaq Private Market, Caplight, Destiny Tech100WatchOct 11, 2026
Firestorm LabsCoveredAI defense, Drones and uncrewed aircraft, Defense manufacturingSan Diego, CA2022Series B, Apr 29, 2026No citable valuationClarity (formerly Hiive), Nasdaq Private Market, Caplight, AugmentWatchOct 11, 2026

Why each is here

  • Anduril IndustriesBuilds autonomous air systems, including the Fury autonomous combat aircraft and the Barracuda munition family.The Register, Jun 19, 2025
  • Firestorm LabsMakes modular small drones that can be produced near the point of use.
  • HermeusDevelops uncrewed high-Mach jet aircraft and their propulsion.
  • Mach IndustriesBuilds uncrewed strike, surveillance and counter-drone aircraft.
  • Neros TechnologiesMass-produces first-person-view strike drones and counter-drone interceptors.
  • Shield AIBuilds the V-BAT drone and the Hivemind autonomy that pilots uncrewed aircraft.
  • SkydioManufactures autonomous drones, including the X10D ordered under the Army’s Short Range Reconnaissance program.Army Technology, Mar 24, 2026