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Portrait of Dulo founder Sebastian Thrun with arms folded, photographed in 2021, isolated on a plain sand background.
Software

Dulo Raises $130M Seed for Engineering AI Foundation Models

Dulo, co-founded by Sebastian Thrun and Adrian Aoun, raised $130 million in seed funding to build AI foundation models for hardware design and engineering, extending AI capabilities into defense-critical physical product development.

Oct 31, 2026Analysis
A head and shoulders portrait of Tony Reeves, the Ministry of Defence's first Director General Innovation, isolated on a plain sand background.
Software

UK MOD establishes DG Innovation role with £3.7B four-year budget

The UK Ministry of Defence appoints its first Director General Innovation to oversee 4,800 experts and a ringfenced £3.7 billion science and technology budget over four years, consolidating defence innovation units to accelerate emerging technology adoption.

Oct 28, 2026Analysis
Speaker on stage at an Air keynote, with the AIR enterprise readiness logo on screen, under the title Air Lands $200M Army NGC2 Software Deal.
Software

Air Books $200M DOW Contract for Army NGC2 Software Delivery

Air says it won a five-year, $200 million Department of War contract to deliver NGC2 command and control software to the U.S. Army, beginning with I Corps as the service scales the platform toward operational deployment.

Oct 13, 2026Analysis
Typographic card with the headline "GUDEA raises $7M seed for AI narrative intelligence platform" in navy type on a sand background, with no photo.
Software

GUDEA raises $7M seed for AI narrative intelligence platform

GUDEA, founded by former military intelligence professionals, raised $7 million in seed funding to expand its AI platform that detects inauthentic online activity and information operations across dozens of platforms.

Oct 10, 2026Analysis
Two-tone oblique aerial photo of the Pentagon and its highways, a stand-in for the program, set below the headline "Pentagon Bridge Program opens classified work to small businesses."
Software

Pentagon Bridge Program opens classified defense work to small businesses

The Defense Innovation Unit launched the Bridge Program in August to lower barriers for small businesses and nontraditional contractors to access classified defense programs through Top Secret clearances, portable secure facilities, and private capital partnerships.

Oct 9, 2026Analysis
Duotone photo of a U.S. Army officer in a headset working at a laptop in a dim command post, with another soldier at glowing screens behind him, beside the headline Anduril wins $162.8M to wire up I Corps
Software

Anduril wins $162.8M Army contract for NGC2 data layer

The Army awarded Anduril $162.8M to build the Next Generation Command and Control common data layer for I Corps in the Pacific, with options potentially raising total value to $1.8B over five years.

Oct 5, 2026Analysis
Typographic card reading Ditto, edge sync and mesh networking for disconnected operations.
Software

Ditto wins $17M SOCOM contract for edge data sharing platform

Ditto, a peer-to-peer data transfer company, won a $17M APFIT contract with U.S. Special Operations Command to deploy its platform for real-time data sharing between humans and autonomous systems in communications-denied environments.

Oct 5, 2026Analysis
Software

Temporal raises $550M Series E at $12.55B valuation

Temporal, a Bellevue-based AI infrastructure company, raised $550M in Series E funding at a $12.55B valuation. Annualized revenue exceeds $250M, up 200% year-over-year, with customers including OpenAI, Nvidia and Netflix.

Sep 30, 2026Analysis
Software

VA increases Oracle EHR contract ceiling by $17B to $27B total

The Department of Veterans Affairs raised the ceiling on its Oracle electronic health record modernization contract to $27 billion from $10 billion, citing unanticipated complexities. Congress issued subpoenas demanding Oracle executives explain the $17 billion increase.

Sep 28, 2026Analysis
Software

Venn acquires Zuma for $50M to expand AI leasing platform

Venn, an AI platform for real estate operators, acquired Zuma, an AI agents developer, for $50 million to integrate leasing and renewal capabilities into its Company Brain platform serving 270 operators across 30 states and five countries.

Sep 24, 2026Analysis