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2026-10-28

$1.0B 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

ASI$875MSeries Cannounced 2026-10-21

Frontier AI to orchestrate critical infrastructure and national security.

Spark Capital leads $325m round for AI aviation startup ASI →
Foundry Robotics$100MSeries Aannounced 2026-10-28

Foundry Robotics combines AI-powered robotic assembly and manufacturing expertise to help defense and commercial companies build complex hardware at scale.

Foundry Raises $100 Million for Autonomous Factories →
Beyond Vision$31MSeries Aannounced 2026-10-23

We design and build autonomous systems in Portugal for defense, infrastructure, logistics, and emergency response. Ready to join the future with us?

Portuguese drone maker Beyond Vision closes €28 million Series A round →

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.

Mastering Autonomous Systems in National Security Programs
12 modules. 144 chapters. Downloadable templates for every module, and an implementation playbook built for you after enrolment.
View the course

See every market signal →

$1.0B funded in Defence and national security