COMPANIES · SPACE INFRA

Lockheed Martin

The largest US defense contractor, building military aircraft such as the F-35, missiles and missile-defense systems, helicopters, and satellites and space systems.

AI-adjacentSpace infra
What it does

The largest US defense contractor, building military aircraft such as the F-35, missiles and missile-defense systems, helicopters, and satellites and space systems.

Why it matters

AI is not its primary economic driver; its 2025 annual report describes integrating commercial AI and partnering with tech companies including NVIDIA and Meta. It is on the map as a defense prime held by the QTUM ETF, as 50% co-founder of ULA, and through quantum-computing collaborations.

How it makes money

Mostly sells and supports aircraft, missiles and space systems under contracts with the US government and allied governments; the F-35 program alone was 27% of 2025 sales.

Geography

United States (Bethesda, Maryland)

AI stack position

Space and next-generation infrastructure. Launch providers, satellite builders and operators, ground networks and the first attempts at running computing in orbit. Most of these companies have no AI business today; they are on this map because of what they carry, connect or build for the companies that do. Open the space lens.

Same-layer peers

Same-layer peers share an editorial stack classification; that alone does not establish direct competition.

Connections (8)

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 (4)

RTX co-produces the Javelin missile with Lockheed Martin
Co-develops withCurrent
Lockheed Martin said on September 3, 2025 that the US Army awarded the Javelin Joint Venture, a partnership of Raytheon and Lockheed Martin, a fiscal year 2025 production contract the release values at $900.5 million.

Source: 2025-09-03 · reviewed 2026-10-02

Evidence: Primary-source statement · Reported operating

Limits: Does not establish the joint venture's ownership split, how contract revenue is divided, or delivery timing.

US Army Awards the Javelin Joint Venture $900.5M Contract ↗
Lockheed Martin says it partners with NVIDIA
Partners withCurrent
Lockheed Martin's 2025 annual report says it partners with leading tech companies, including NVIDIA, to integrate commercial offerings into its defense platforms.

Source: Source undated · reviewed 2026-10-02

Evidence: Primary-source statement · Reported operating

Limits: One-line mention in Lockheed's own report; does not name specific programs, value, exclusivity or NVIDIA's confirmation.

Lockheed Martin 2025 Annual Report ↗
Lockheed Martin says it partners with Meta Platforms
Partners withCurrent
Lockheed Martin's 2025 annual report names Meta among the tech companies it partners with to bring commercial technology into defense platforms.

Source: Source undated · reviewed 2026-10-02

Evidence: Primary-source statement · Reported operating

Limits: One-line mention in Lockheed's own report; does not describe the work, value or duration, and is not confirmed by Meta in this source.

Lockheed Martin 2025 Annual Report ↗
Karman Space & Defense lists a supplier award from Lockheed Martin
SuppliesCurrent
Karman's company page lists a 2023 'Lockheed Martin Supplier of The Year Award' among its awards.

Source: Source undated · reviewed 2026-10-02

Evidence: Primary-source statement · Supplier recognized in 2023; current supply not confirmed

Limits: An award listed on an undated company page; does not establish what Karman supplies to Lockheed Martin, volumes, programs, or that supply continues today.

Karman Space & Defense - Company ↗

Dated or announced (4)

IBM launched a Swiss quantum innovation hub with Lockheed Martin
Partners withDated / announced
IBM and Lockheed Martin announced a quantum innovation hub at ETH Zurich anchored by an IBM Quantum System Two, with Lockheed Martin contributing through an offset agreement with armasuisse.

Source: 2026-09-10 · reviewed 2026-10-02

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: Announcement; does not establish payment flows between IBM and Lockheed Martin, operating date or research outcomes.

IBM, Lockheed Martin announce Swiss quantum innovation hub at ETH Zurich ↗
Xanadu names as a strategic partner Lockheed Martin
Partners withDated / announced
Xanadu's Q1 2026 results release lists Lockheed Martin among strategic partners supporting its commercialization efforts.

Source: 2026-05-14 · reviewed 2026-10-02

Evidence: Primary-source statement · Stated partnership; scope not described

Limits: Xanadu's own one-line mention; does not describe the work, value or duration, and is not confirmed by Lockheed Martin in this source.

Xanadu Announces First Quarter 2026 Results ↗
LightPath Technologies received an infrared camera development order from Lockheed Martin
SuppliesDated / announced
LightPath said it received a $4.7 million phase-one order from Lockheed Martin Missiles & Fire Control for development and initial prototypes of an advanced thermal camera system for an Army program.

Source: 2023-12-11 · reviewed 2026-10-02

Evidence: Primary-source statement · Announced; phase-one development order (2023)

Limits: A 2023 development and prototype order; does not establish that later phases or production orders followed, delivery, or the current status of the program.

LightPath Technologies press release (via ACCESS Newswire): LightPath Announces Initial $4.7m Order from Lockheed Martin ↗
Lockheed Martin co-founded as a 50-50 joint venture United Launch Alliance
OwnsDated / announced
ULA's December 1, 2006 launch announcement said the joint venture was structured as a 50-50 partnership between Boeing and Lockheed Martin.

Source: 2006-12-01 · reviewed 2026-10-02

Evidence: Primary-source statement · Joint venture formed 2006; current ownership not re-verified in a current filing

Limits: A 2006 formation announcement; this check could not find the ULA stake in Lockheed Martin's 2025 Form 10-K text, so it does not establish the current ownership split, governance, or Lockheed Martin's share of ULA earnings today.

United Launch Alliance Begins Operations ↗
Evidence for this profile

Lockheed Martin 2025 Annual Report ↗
Reviewed

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.9, released .