Anduril
Category: Robotics / Embodied AI
A defense technology company that builds autonomous systems, software-defined hardware, and AI-powered command-and-control platforms for national security and border defense. Anduril was founded in 2017. The company is led by Brian Schimpf. Based in Costa Mesa, USA. Team size: 7,000+. Total funding raised: $11.3B. Latest round: Series G (June 2025). Key investors include Founders Fund, Andreessen Horowitz, Thrive Capital, Sands Capital, Fidelity Management & Research Company, 8VC, General Catalyst, Lux Capital.
AMW Analysis
Anduril designs autonomous systems, software-defined hardware, and AI-driven command-and-control platforms for national security and border defense, positioning its offering as a replacement for human-intensive legacy hardware with cheaper, faster-to-deploy autonomous alternatives suited to contested environments. Founded in 2017 and based in Costa Mesa, the company has raised $6.31 billion to date, most recently through a Series G in June 2025, backed by investors including Founders Fund, Andreessen Horowitz, Sands Capital, Fidelity Management & Research Company, 8VC, General Catalyst, and Thrive Capital.
Recent news flow shows continued scaling of both capital and capacity: an $8 billion raise at a $60 billion valuation, marking a doubling of valuation in eight months, is earmarked for Arsenal-1, a 5-million-square-foot Ohio factory intended to mass-produce the Fury autonomous jet and other drones, reflecting a stated shift toward higher-volume, lower-cost production. Separately, the company launched the AI Grand Prix, a $500,000 competition aimed at recruiting autonomy software engineers across 50 teams, with winners offered direct employment. Together these moves point to parallel investment in manufacturing capacity and software talent acquisition.
AMW analysis, generated from 2 tracked news signals.
- Founded
- 2017
- Headquarters
- Costa Mesa, USA
- Team size
- 7,000+
- Total funding
- $11.3B
Value proposition
Accelerates the 'kill chain' by replacing human-intensive hardware with autonomous, software-first systems that are cheaper, faster to deploy, and capable of operating in contested environments without constant human intervention.
Products and solutions
Lattice OS: An AI-powered operating system that fuses data from thousands of sensors into a single autonomous command-and-control interface., Sentry Towers: Autonomous long-range persistent surveillance systems for border and perimeter security., Ghost & Ghost-X: Small, modular autonomous VTOL (Vertical Take-Off and Landing) sUAS for ISR and tactical missions., ALTIUS: A family of tube-launched, loitering munitions and air-launched effects (ALE)., Roadrunner & Roadrunner-M: Twin-turbojet powered autonomous air vehicles designed for rapid interception and modular payloads., Dive-LD: Long-endurance autonomous underwater vehicles (AUV) for deep-sea maritime missions., Barracuda: A family of autonomous air-breathing cruise missiles designed for hyper-scale production and low cost., Fury: A high-performance autonomous air vehicle designed for the Collaborative Combat Aircraft (CCA) program.
Unique value
Anduril operates on a 'commercial-first' model, using internal R&D funds to build finished products before government contracts exist, contrasting with the traditional 'cost-plus' model of legacy defense contractors.
Target customer
U.S. Department of Defense (DoD), U.S. Customs and Border Protection (CBP), UK Ministry of Defence, Australian Defence Force, and other allied national security agencies.
Industries served
Defense & National Security, Aerospace, Maritime Security, Border Protection, Artificial Intelligence & Robotics
Technology advantage
Proprietary 'Lattice' AI architecture enables sensor fusion at the edge, allowing disparate hardware (drones, towers, subs) to work as a unified, autonomous swarm with minimal human oversight.
How they differentiate
Software-first approach using the Lattice OS AI engine and a 'commercial-first' R&D model where products are built with internal funds rather than traditional government cost-plus contracts.
Main competitors
Lockheed Martin, Northrop Grumman, Shield AI
Key partnerships
U.S. Air Force (CCA Increment 1 production contract for FQ-44 Fury, June 2026), U.S. Special Operations Command (SOCOM) for counter-UAS systems, Microsoft (Integrating Lattice OS with the IVAS mixed-reality headset), Australian Department of Defence (Ghost Shark XL-AUV program of record), UK Ministry of Defence (Strategic capabilities and border security), OpenAI (Strategic partnership for AI CUAS solutions, Dec 2024), U.S. Space Force (Golden Dome space-based interceptor program, April 2026), Dutch Ministry of Defence (CUAS contract, May 2026)
Notable customers
U.S. Department of Defense (DoD), U.S. Customs and Border Protection (CBP), UK Ministry of Defence, Australian Defence Force, Dutch Ministry of Defence, U.S. Space Force
Major milestones
Closed $5B Series H at $61B valuation led by Thrive Capital and a16z (May 2026), Awarded U.S. Air Force CCA Increment 1 production contract for FQ-44 Fury (June 2026), First Ohio-built Fury/YFQ-44A rolled off Arsenal-1 production line (July 2026), Selected for U.S. Space Force Golden Dome space-based interceptor program (April 2026), Awarded Dutch Ministry of Defence CUAS contract (May 2026), Launched AI Grand Prix autonomous drone racing competition (January 2026), Delivered Ghost Shark XL-AUV program of record to Royal Australian Navy, Achieved $30.5B valuation at Series G (June 2025)
Growth metrics
Reached a $61 billion valuation following $5B Series H (May 2026); Revenue more than doubled to $2.2B in 2025; Workforce nearly doubled YoY; Targeting ~$4.3B revenue in 2026; Arsenal-1 Ohio facility producing Fury/FQ-44.
Market positioning
The first 'Silicon Valley Defense Prime' disrupting the legacy defense industrial base.
Geographic focus
United States, United Kingdom, and Australia (AUKUS alliance focus).
Patents and IP
Holds numerous patents in autonomous navigation, computer vision-based target tracking, sensor fusion, and modular drone airframe designs.
About Brian Schimpf
Brian Schimpf was previously the Director of Engineering at Palantir Technologies, where he spent over a decade (2006–2017) leading engineering strategy and product development for major government and commercial platforms. He is a specialist in operations research and industrial engineering.
Latest news about Anduril
- Anduril Industries is raising 8 billion dollars at a 60 billion dollar valuation to scale its autonomous weapons production. The capital supports Arsenal-1, a 5 million square foot factory in Ohio ded
- Anduril has launched the AI Grand Prix, a 500,000 dollar competition to recruit top autonomy software engineers. By prioritizing autonomous navigation over human piloting, the event signals a systemic
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Official website: https://www.anduril.com