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Anduril

Anduril Industries is a private American defense-technology company that builds autonomous drones, sensors, and AI-driven command-and-control software, including its Lattice OS, for military and government customers.

ApplicationAI applications
What it does

Anduril Industries is a private American defense-technology company that builds autonomous drones, sensors, and AI-driven command-and-control software, including its Lattice OS, for military and government customers.

Why it matters

Anduril's valuation reportedly doubled to about $61 billion in a $5 billion funding round in May 2026, and it has taken over major government programs such as the US Army's IVAS headset contract from Microsoft, showing how quickly AI-enabled defense startups are displacing established defense contractors.

How it makes money

Anduril earns revenue primarily from selling hardware and software systems, such as autonomous drones and surveillance towers, under contracts with the US Department of Defense and allied governments.

Geography

United States (Costa Mesa, California)

AI stack position

AI applications. Companies putting AI to work in real products across healthcare, finance, coding, legal, defense and more. This is where AI actually reaches everyday users and businesses.

Competitors

Connections (9)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (3)

Anduril partners with Amazon Web Services
Partners withCurrent
Anduril and AWS partnered on Menace-I with AWS Outposts, an edge-cloud offering combining transportable AWS Outposts compute racks with Anduril's Menace-I system for national security and defense use, including access to AWS Project MAVERICK.

Source: 2026-07-01 · reviewed 2026-09-22

Evidence: Primary-source statement · Reported operating

Limits: Does not establish contract value or exclusivity; reporting on this announcement notes Anduril has also previously partnered with Oracle Cloud Infrastructure on the same Menace-I product.

AWS and Anduril partner on Edge cloud offering for national security and defense ↗
Anduril co-develops the EagleEye military XR headset with Meta Platforms
Co-develops withCurrent
Anduril and Meta announced a partnership to jointly develop mixed-reality and augmented-reality devices, including Anduril's EagleEye headset, for the US military.

Source: 2025-05-30 · reviewed 2026-09-20

Evidence: Secondary reporting of an on-record executive statement · Active product co-development

Limits: Confirms an announced co-development partnership; does not establish delivered unit volumes, contract value, or final program approval.

Meta and Anduril work on mixed reality devices for the US military ↗
Anduril partners with Oracle
Partners withCurrent
Reporting on Anduril's edge-cloud product Menace-I notes that Anduril had previously partnered with Oracle Cloud Infrastructure before extending the offering to AWS.

Source: Source undated · reviewed 2026-09-22

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating

Limits: This is a passing reference within reporting focused on the separate AWS-Anduril announcement; it does not establish the scope, financial terms, or current status of the Oracle-Anduril relationship.

AWS and Anduril partner on Edge cloud offering for national security and defense ↗

Dated or announced (4)

Anduril named as a partner on its interceptor prototype Voyager Technologies
Partners withDated / announced
Anduril named Voyager Technologies among the partners on its US Space Force Other Transaction Authority award to prototype space-based interceptors for the Golden Dome program, alongside Impulse Space, Inversion Space, K2 Space and Sandia National Labs.

Source: 2026-05-05 · reviewed 2026-09-24

Evidence: Secondary reporting of an on-record executive statement · Announced; not confirmed operating

Limits: A prototyping award with named teammates. It does not disclose Voyager's scope or share of the work, the contract value, or that any hardware has been built, and prototype awards do not establish that a production program will follow.

Anduril to Work With Impulse Space, K2 Space, Voyager, and Others on Space-Based Interceptor Award ↗
Founders Fund led a $1 billion investment in Anduril
Invested inDated / announced
Founders Fund led a $1 billion investment in Anduril Industries' oversubscribed $2.5 billion round (June 2025), which valued the company at $30.5 billion.

Source: 2025-06-05 · reviewed 2026-09-21

Evidence: Secondary reporting (unconfirmed by primary parties) · Completed funding round, June 2025

Limits: Deal-term figures come from press reporting rather than a joint Founders Fund/Anduril statement; Founders Fund's own portfolio page confirms Anduril as a holding but does not disclose amount, date or valuation.

With massive funding round and $31 billion valuation, Anduril is nearing the size of defense industry giants ↗
Anduril took over Microsoft's US Army IVAS headset contract Microsoft
Partners withDated / announced
The US Army approved a plan for Anduril to take over Microsoft's roughly $22 billion Integrated Visual Augmentation System (IVAS) augmented-reality headset contract, with reporting describing continued collaboration between the two companies on the transition.

Source: 2025-02-11 · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Announced/in-progress contract transition (as of February 2025)

Limits: Describes a contract transition reported by trade press; does not establish the current 2026 status of the handover, final contract value actually paid, or the precise ongoing role Microsoft continues to play.

Anduril takes control of Microsoft's $22B VR military headset program ↗
Anduril formed a bidding consortium with Palantir Technologies
Partners withDated / announced
Anduril and Palantir were reported to be forming a consortium with other technology companies to jointly bid on US defense contracts, according to reporting from December 2024.

Source: 2024-12-06 · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported plan as of December 2024; current operating status not independently confirmed

Limits: Based on press reporting of a planned consortium; does not confirm the consortium is still active in 2026, its legal structure, or any specific contracts won together.

Palantir, Anduril form new alliance to merge AI capabilities for defense customers ↗

Comparisons (2)

Skydio competes with Anduril
Competes withComparison only
Skydio describes itself as the largest US drone manufacturer, supplying every branch of the US military, the armed forces of 29 allied nations and more than 4,000 US agencies, which is the same US defense and public-safety autonomy market Anduril sells into.

Source: 2026-07-23 · reviewed 2026-09-24

Evidence: Analytical comparison · Product/market overlap

Limits: The cited source is Skydio's own blog and does not name Anduril. The self-description of being the largest US drone maker is the company's own claim. This row does not establish relative revenue, contract wins, or that the two have bid against each other on a named program.

Skydio drone solutions added to Blue UAS Cleared List ↗
Rocket Lab competes with Anduril
Competes withComparison only
Rocket Lab said it was selected for the US Department of War's Space Based Interceptor program in partnership with Raytheon, one of the prototyping efforts for which Anduril also holds a Space Force award.

Source: 2026-05-07 · reviewed 2026-09-24

Evidence: Analytical comparison · Product/market overlap

Limits: The cited source does not name Anduril. It establishes only Rocket Lab's own selection; it does not establish contract values, scope, that the two teams are bidding for the same production work, or that either prototype will proceed.

Rocket Lab Announces First Quarter 2026 Financial Results ↗
Evidence for this profile

Anduril raises $5B, doubles valuation to $61B ↗
Reviewed

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