Direct Overlap
Clearpath Robotics
UGV platforms for research, industrial, and defense. Acquired by Rockwell Automation. Husky, Jackal,…
Kitchener, Canada·Acquired by Rockwell ($1.4B)· 200+
Scaling· Acquired by Rockwell Automation for ~$550M; OTTO AMRs have 5M+ hours production experience
AcquiredEnterpriseWheeled RobotIndustrialMilitary / Defense
General PurposeDefense & SecuritySoftware & AI
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Partial Overlap
Ark Robotics
Autonomous security and patrol robots for perimeter defense. Focus on unmanned ground vehicles for f…
Tallinn, Estonia / Kyiv, Ukraine·Seed
Deployed· Frontier system deployed with 20 Ukrainian Defence Forces brigades; demonstrated at DALO EXPO 2025
StartupGov ContractWheeled RobotSecurity / PatrolMilitary / Defense
Defense & SecurityPhysical Security
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Partial Overlap
Ghost Robotics
Legged robot platform (Q-UGV) for defense and enterprise. Military quadruped robots competing with B…
Philadelphia, PA·Series B (~$100M+)
Deployed· 20+ government customers; acquired by LIG Nex1 for $239M; deployed with US Army, Marines, allied forces
AcquiredGov ContractQuadrupedMilitary / DefenseSecurity / Patrol
Defense & Security
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Adjacent Market
Overland AI
AI-powered autonomous navigation for off-road military vehicles. Software stack for unmanned ground …
Seattle, WA·Series A ($32M)
Early Traction· Raised $100M at ~$850M valuation; $15.5M Army ISV contract; ULTRA vehicle with 82nd Airborne, Marines
Well-FundedStartupGov ContractAutonomous VehicleMilitary / Defense
Defense & SecuritySoftware & AI
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Adjacent Market
Forterra
Autonomous systems for defense applications. Formerly Quantum Signal AI (acquired by Ford, then spun…
Novi, MI·Series A ($64M)
Deployed· $238M Series C (Nov 2025), $1B+ valuation; $114M Army autonomous breaching contract; ROGUE Fires production contract with USMC
Gov ContractWell-FundedAutonomous VehicleMilitary / Defense
Defense & Security
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Adjacent Market
Milrem Robotics
European defense UGV manufacturer. THeMIS is a tracked autonomous vehicle used by NATO militaries.
Tallinn, Estonia·Private (EUR30M+)· 250+
Deployed· THeMIS deployed in 19 countries including 8 NATO members; first UGV class deployed by Ukrainian Armed Forces in combat
Gov ContractTracked RobotMilitary / Defense
Defense & Security
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Adjacent Market
Polaris
Major powersports and utility vehicle manufacturer. Makes ATVs, UTVs, and military vehicles (MRZR, D…
Medina, MN·Public (NYSE: PII)· 16,000+
Deployed· $83M USSOCOM MRZR blanket purchase agreement; MRZR Alpha production started Apr 2025; autonomy kits from ARA and Forterra
Public CompanyEnterpriseAutonomous VehicleMilitary / DefenseConsumer
Consumer / ProsumerDefense & SecurityGeneral Purpose
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Ecosystem
Anduril Industries
Defense technology company building autonomous systems. Lattice OS platform for sensor fusion and au…
Costa Mesa, CA·Series F ($2.3B+)· 2,500+
Scaling· ~$2B revenue (2025); $22B IVAS program; $642M Marine Corps counter-drone contract; $60B valuation target
Well-FundedUnicornGov ContractDrone / UASMilitary / DefenseAutonomous Vehicle
Defense & SecuritySoftware & AI
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Ecosystem
Palantir Technologies
Data analytics and AI platform for defense and enterprise. AIP platform increasingly used for autono…
Denver, CO·Public (NYSE: PLTR)· 3,700+
Scaling· $4.475B revenue FY2025 (56% YoY growth); $10B US Army software contract; $7.2B guided for FY2026
Public CompanyEnterpriseGov ContractMilitary / Defense
Software & AIDefense & Security
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