2026-10-20
$384M of new funding is targeting defence and national security
4 funded companies building into defence and national security. The work in scope is what the Head of Defence Programs owns today.
The funding
Frontier AI to orchestrate critical infrastructure and national security.
ASI Raises $325 Million Series C at $3 Billion Valuation to Expand Infrastructure AI →Orbital defense built for scale.
Space Defense Firm Fortastra Raises $30 Million →Advanced Materials & Distributed Manufacturing Infrastructure for US Defense, Aerospace, and Advanced Computing.
Lykos Industries Inc. Form D filing →What it means
Capital arriving in a function is a reliable leading indicator. It does not mean the incumbents are wrong, and it does not mean these companies will succeed. It means that within the next few quarters the people who run this work will be asked what their function is doing about it, and the honest answer has to start with where that function actually stands.
So we built the assessment for it. Not a purchase decision, a structured set of questions to take to your own team.