The Insider

By John Liang
November 24, 2025 at 1:27 PM

This Monday INSIDER Daily Digest has news on smaller companies aiming at Golden Dome contracts, a nascent Army procurement channel, Navy shipbuilding and more.

Kymeta, which specializes in metamaterial antennas, and iRocket, a fast-moving launcher and missile developer, announced a partnership on Nov. 20 to embed Kymeta’s conformal multiorbit communications technology into iRocket’s interceptor designs:

Startups Kymeta, iRocket team for low-cost guided interceptors for Golden Dome

Two emerging defense firms are positioning themselves to challenge the missile-interceptor dominance of RTX and Lockheed Martin, arguing that commercial manufacturing methods and rapid development cycles can produce a new class of smart, inexpensive weapons tailored for the Pentagon's Golden Dome initiative.

A new Army mechanism, called the G-TEAD Marketplace, is part of the service's new Global Tactical Edge Acquisition Directorate. It is the service’s most ambitious attempt yet to overhaul how battlefield needs translate into delivered capability, shifting authority to commanders at the tactical edge and opening rapid purchasing channels across the U.S. government:

Army launches new rapid-buy pipeline, Fortem first vendor cleared for fast procurement

The Army has activated a new fast-track procurement channel designed to push proven technology to the field in weeks rather than years, and the first company through the system is Utah-based Fortem Technologies, whose counter-drone systems have been used in combat in Ukraine and have drawn investment from major U.S. defense primes.

As the Navy looks to improve production rates and align itself with a Pentagon acquisition framework prizing speed and competition, it is already sitting on a pile of shipbuilding management reforms that it has been unable or unwilling to adopt:

Navy faces hard road to reform shipbuilding acquisition system

The Defense Department's acquisition overhaul is unlikely to impact legacy shipbuilding programs, according to experts, who say the Navy faces an uphill battle to reform a deeply entrenched shipbuilding system that has contributed to poor performance across the portfolio.

"Mixed support" exists on Capitol Hill for the Warrior Right to Repair Act, a bipartisan effort introduced by Sens. Elizabeth Warren (D-MA) and Tim Sheehy (R-MT) that would force defense contractors to hand over technical data and intellectual property rights to the Pentagon in future contracts:

Congress seeking compromise on defense bill's intellectual property provisions

House and Senate lawmakers are still hashing out "right to repair" language amid industry backlash as they prepare to potentially bring the fiscal year 2026 defense authorization bill to the floor in the coming weeks, with various strategies being considered.

The Pentagon is calling on industry to submit proposals addressing targeted capability topics falling under the Pentagon initiative’s six critical focus areas -- secure edge and Internet of Things, electromagnetic warfare, AI hardware, commercial leap ahead and quantum:

DOD releases FY-26 Microelectronics Commons call for projects

The Defense Department released the Microelectronics Commons call for projects (CFP) today for fiscal year 2026, allowing interested companies and organizations to submit proposals for review by the program's regional innovation hubs.

By Theresa Maher
November 24, 2025 at 10:09 AM

Quantum tech company IonQ is partnering with hydrogen-powered drone manufacturer Heven AeroTech to integrate its quantum capabilities with Heven's uncrewed platforms, the former announced today.

IonQ says the agreement will allow Heven’s uncrewed aerial systems (UAS) to operate with more resilience in contested environments.

“By integrating IonQ’s world-leading quantum technologies, Heven AeroTech will deliver a new class of unparalleled UAS capabilities,” Niccolo de Masi, IonQ chair and CEO, said. “This partnership positions Heven’s drones to tackle missions no other player can with unmatched precision, resilience and security.”

The quantum technologies IonQ aims to integrate with Heven platforms include:

  • Quantum sensing -- using quantum sensors for alternative position, navigation and timing (PNT) capabilities.
  • Quantum networking and security -- using quantum communications to enhance security and reliability for links between drones.
  • Quantum computing -- using quantum systems to enhance routing and fuse imagery provided by drones and satellites in real time.

A spokesperson for IonQ confirmed the company will also be making a capital investment in Heven but told Inside Defense terms are not being disclosed.

IonQ said Jordan Shapiro, president and general manager of the company’s quantum networking, sensing and security division, will join Heven’s board per the agreement, as well.

The news comes less than two weeks after Heven became the first company to put a hydrogen-powered UAS on the Defense Innovation Unit’s roster of drones pre-approved for purchase by the Defense Department.

By Abby Shepherd
November 21, 2025 at 3:37 PM

The Navy plans to hold an industry day and briefing for investors for its newly established Rapid Capabilities Office, which will consolidate development and innovation efforts including the service's Disruptive Capabilities Office, the Maritime Accelerated Response Capability Cell, NavalX and Navy contributions to the Replicator initiative.

The industry day and investor briefing -- planned for Dec. 9-10 -- will “cover the Department of the Navy’s (DoN) most pressing challenges, detail the RCO’s collaborative approach with industry to address these needs, and provide information on newly established pathways for engagement with the RCO,” according to a government notice.

The industry day will be unclassified while the investment community executive briefing is designated “secret.” Registration for the events will close Dec. 3.

“RCO welcomes existing and new industry partners, without prejudice to companies with limited government contracting experience,” the notice states. “Potential partners with strong technical competence in their particular field may be successful with a high willingness to learn.”

The Navy plans to identify and field multidomain capabilities within a three-year timeline under the new office, which was established in an Aug. 19 memo by Navy Secretary John Phelan.

By John Liang
November 21, 2025 at 1:10 PM

This Friday INSIDER Daily Digest has news on a space-based, midcourse defense interceptor, Army Apache helicopter modernization and more.

On Nov. 20, the Space Force's Space Systems Command Program Executive Office for Space Combat Power (SSC/SCP) issued a notice announcing plans to release a request for prototype proposals on Dec. 7 for a kinetic midcourse interceptor, with awards expected in February:

DOD eyes midcourse defense Space-Based Interceptor, reaching for 'low-hanging' fruit

The Defense Department is preparing to solicit industry proposals for a prototype space-based interceptor, taking a concrete step toward what experts say is the most achievable slice of an otherwise costly and technically daunting vision for a space-based missile defense layer: midcourse kinetic intercept.

The Army Transformation Initiative, rolled out in May, calls for the divestiture of the older AH-64D model Apache attack helicopters, along with several other legacy aircraft:

Boeing seeks to pivot Apache operation as Army modernizes

MESA, AZ -- At Boeing's production center for attack helicopters here on the outskirts of Phoenix, company executives are strategizing how they will adapt the Apache helicopter for the Army's future modernization needs, 50 years after the helicopter flew for the first time.

In an effort to meet the needs of warfighters in a time where technology is advancing faster than ever, the Space Force is looking at training an acquisition workforce with a depth of expertise, writing requirements that are as clear and simplistic as possible, formalizing its approach to force design, giving more authority and flexibility to program portfolio managers and streamlining testing structures:

Saltzman lays out acquisition modernization focus

To improve its acquisition process and speed capability fielding, the Space Force needs to look at reshaping the "full lifecycle" of programs, from requirements to delivery to sustainment, according to Chief of Space Operations Gen. Chance Saltzman.

Gallium and scandium are of particular concern for DOD with gallium being one of three minerals with a wide array of military applications:

Pentagon awarding ElementUSA nearly $30M for domestic gallium, scandium supply

The Defense Department announced today it is awarding a Texas-based company $29.9 million in Defense Production Act funds for the development of a Louisiana facility to recover gallium and scandium from industrial waste.

A commercial adoption bootcamp for the acquisition workforce is in the works and an impending announcement on the Navy's relationship with private capital could be a substantial change for the service:

Ex-DOGE employee promises new Navy initiatives to attract private capital and address underperformance

Historically, the Navy has not been a good partner to venture capital and private equity, a Navy official said this week. This could soon change, with the rollout of new initiatives that coincide with the Pentagon's wide-ranging overhaul of its defense acquisition system.

By Dan Schere
November 21, 2025 at 12:29 PM

Army Combat Capabilities Development Command (DEVCOM) plans to start a science and technology program for counter small unmanned system missile components, according to a request for information issued this week.

DEVCOM’s Aviation and Missile Center is conducting market research to identify potential sources of existing “component technologies that enable small form factor interceptors,” and would be ideal for addressing counter small UAS missions.

The Army plans to evaluate both commercial-off-the-shelf and government component technologies that include seekers, control actuation systems, batteries, navigation systems and mission computers, according to the RFI. Technologies:

  • Should be at a Technology Readiness Level 5 or greater
  • Should have a small form factor with the capability to be packaged in 40- to 70-milimeter missiles
  • Should be “tolerant to military environment and launch accelerations” of 30G
  • Should be scalable to high-volume production at a low cost per unit

The Army is looking for components that are smaller and cheaper than “legacy systems” that are used for a mobile, counter-drone configuration. The components would be used against groups 1 and 2 UAS (those weighing 55 pounds or less), at ranges of 1-4 km.

The government plans to eventually leverage these technologies to support a counter small UAS interceptor program, according to the RFI. Responses to the notice are due Dec. 19.

By Dominic Minadeo
November 20, 2025 at 8:00 PM

The White House nominated a new leader for Army Materiel Command this week, but the job will come without a higher rank as the headquarters shrinks to align with new service priorities, a spokesperson told Inside Defense today.

“Consistent with the Army Transformation Initiative, the Army is implementing a comprehensive transformation strategy to prioritize fighting formations to directly contribute to lethality,” Cynthia Smith, an Army spokesperson, wrote in an email. “This resulted in the downgrade of [commanding general], AMC.”

Lt. Gen. Chris Mohan will take the reins of the once four-star command at Redstone Arsenal, AL, after serving as acting commanding general following the rare firing of his predecessor, Gen. Charles Hamilton.

Before the new assignment, Mohan’s official title was deputy commanding general and chief of staff at AMC, according to the Nov. 17 announcement -- but his new job will come without a higher rank.

Defense Secretary Pete Hegseth’s April 30 memo kicking off the Army Transformation Initiative called for downsizing and consolidating certain headquarters, resulting in the merger of Army Futures Command and Training and Doctrine Command into Transformation and Training Command (T2COM), along with combining U.S. Army North and U.S. Army South into one command.

It also tasked the service with “consolidating and realigning headquarters and units” within Army Materiel Command, according to the memo.

Part of that will involve integrating Joint Munitions Command and Army Sustainment Command “to optimize operational efficiency and streamline support capabilities,” according to the memo.

By John Liang
November 20, 2025 at 2:44 PM

This Thursday INSIDER Daily Digest has coverage of the Pentagon's Golden Dome missile defense system, the Navy working to attract private capital and more.

We start off with some exclusive, previously unreported news about the Golden Dome missile defense program:

Pentagon finalizes Golden Dome architecture as implementation plan under review

The Pentagon has completed the baseline architecture for the Golden Dome for America initiative and is shifting its focus to reviewing an implementation plan, marking a major milestone for one of the most ambitious missile defense efforts in decades, according to officials and a statement provided to Inside Defense.

A commercial adoption bootcamp for the acquisition workforce is in the works and an impending announcement on the Navy's relationship with private capital could be a substantial change for the service:

Ex-DOGE employee promises new Navy initiatives to attract private capital and address underperformance

Historically, the Navy has not been a good partner to venture capital and private equity, a Navy official said this week. This could soon change, with the rollout of new initiatives that coincide with the Pentagon's wide-ranging overhaul of its defense acquisition system.

Defense Secretary Pete Hegseth issued a memo on Aug. 27 which created JIATF 401 and dissolved its predecessor, the Joint Counter-small Unmanned Aircraft Systems Office. The new task force, unlike the JCO, will have acquisition and procurement authorities:

JIATF 401 spending in FY-26 will emphasize procurement, director says

The Pentagon's newly stood up Joint Interagency Task Force 401, established this summer to focus on the counter-drone threat, will put an emphasis on procurement spending in fiscal year 2026, JIATF 401 Director and Army Brig. Gen. Matt Ross told reporters last week.

Coverage of the ramifications of the Pentagon's new "Acquisition Transformation Strategy":

DOD's push for spending control to test Congress as lawmakers seek transparency

Defense Secretary Pete Hegseth has unveiled a new acquisition reform plan that would let Pentagon officials reprogram funds "without congressional approval," raising questions about the role of appropriators -- some of Washington's most powerful lawmakers -- while they demand increased transparency from the department.

White tapped to lead new Air Force critical major weapon systems portfolio

President Trump has nominated Lt. Gen. Dale White to receive a fourth star and to become the first-ever Direct Reporting Portfolio Manager for Critical Major Weapon Systems, an Air Force official told Inside Defense.

By Theresa Maher
November 20, 2025 at 12:22 PM

The Defense Innovation Unit added two new drones to its roster of policy-compliant uncrewed aerial systems (UAS) last week -- one of which is the first hydrogen-powered UAS to secure a spot on DIU's Blue UAS Cleared List.

The Z1 from Zepher Flight Labs -- a subsidiary of UAS production company Heven AeroTech -- is a small drone powered by a hydrogen fuel cell, with reliable vertical-takeoff-and-landing capabilities, per the company’s website. DIU added the platform to the pre-approval list last week and tagged it a Blue UAS Select system.

Blue UAS Select is the premium tier of the Blue UAS clearance list, so to speak -- signaling systems with the designation have -- in addition to passing basic policy compliance and cybersecurity evaluations -- already undergone a competitive process in response to a Defense Department component need. Platforms designated as Blue UAS Select have also undergone further assessments for performance and cybersecurity and possess an “Authority to Operate.”

DIU also signaled that vetting for the first-person view (FPV) drone winners of its inaugural Project G.I. prize challenge wrapped up last week, with the addition of Nokturnal AI’s Nightmare FPV to the list.

The other FPV platforms -- Auterion’s SLM-10, ModalAI’s Seeker Vision and Neros Technologies’ Archer -- had already been named to the list when Nightmare was added.

The update came nearly two months after DIU named the winners and announced each system would undergo cybersecurity and policy compliance review for addition to the roster of pre-approved drones.

By Abby Shepherd
November 20, 2025 at 10:44 AM

Naval Air Systems Command is seeking intelligence, surveillance and reconnaissance services for land and sea-based unmanned aircraft systems, according to an announcement today.

The Navy plans to issue delivery orders under four basic ordering agreements -- a written statement of understanding for future contracts -- for UAS ISR services to AeroVironment, Insitu Inc., Shield AI and Textron Systems. Each company will compete for each of the four basic ordering agreements.

The Navy and Marine Corps Small Tactical Unmanned Aircraft Systems Program Office (PMA-263) is required to provide these ISR services for multiple combatant commands, according to the government notice.

“Contractors will be responsible for resources to produce sensor data, such as trained personnel, non-developmental UAS equipment, certifications, operation and maintenance, spares and product support,” the notice states. “Contracted services would be in direct support of ISR missions requiring around the clock imagery and other sensor capability in support of those missions.”

By Abby Shepherd
November 19, 2025 at 5:54 PM

The Office of Naval Research is seeking information on technology related to counter-unmanned systems swarm, containerized payloads for unmanned surface vehicles and decision superiority for maritime operations centers in preparation for a Technology Operational Experimentation Event '26 campaign in the next year.

TOEEs are meant to inform future science and technology investments by executing live experimentation in operationally relevant scenarios and environments, according to a Tuesday notice. Past events have focused on expeditionary sustainment, subsea and seabed warfare, maritime reconnaissance and counter-reconnaissance.

The Office of Naval Research Global, Experimentation and Analysis worked with naval operational forces, the Office of the Chief of Naval Operations, and the Office of Naval Research to develop the operational topics TOEE 26 will address.

ONRG E&A is interested in technologies with a technology readiness level of five through seven that can conduct live experimentation in fiscal years 2026 and 2027.

Naval Surface Warfare Center, Panama City Division, will hold a virtual industry day with ONRG Dec. 4. The entire experimentation series will be initiated with a technology demonstration, and successful technologies will be invited to join limited objective experiments, which could begin by March to July 2026, according to the request for information. Sufficient technologies will then move onto the Advanced Capability Experiment, tentatively scheduled for August to December 2026.

Submissions to this RFI are due Dec. 19.

By John Liang
November 19, 2025 at 2:16 PM

This Wednesday INSIDER Daily Digest has news on Anduril Industries partnering with a South Korean shipbuilder, an artificial intelligence provision lawmakers are trying to include in the defense policy bill, the Navy's implementation of certain acquisition reforms and more.

Anduril has partnered with many companies and still has a desire to be a major defense prime, President and Chief Business Officer Matthew Steckman said at this week's State of Defense Business Acquisition Summit:

Anduril's partnership with South Korean shipbuilder part of pattern for company, executive says

Anduril Industries' recently announced partnership with South Korean shipbuilder HD Hyundai Heavy Industries is part of a pattern for the defense startup, a company executive said this week.

Our colleagues at Inside AI Policy have news on an artificial intelligence provision lawmakers are trying to get into the defense policy bill:

Moratorium on state AI regulation reemerges as defense policy bill moves to endgame

Backers of imposing a moratorium on state regulation of artificial intelligence are eyeing the annual national defense policy bill -- now the subject of endgame negotiations between the House and Senate -- as a vehicle, sending opponents scrambling to the barricades to block such a proposal for the second time this year.

A new Navy memo provides an early glimpse of the service's first steps to implement the Pentagon's acquisition overhaul agenda:

Draft memo: Navy's RAS office to absorb 66 programs spanning all domains

The Navy is developing plans to sweep 66 different programs spanning air, sea and land into its new Portfolio Acquisition Executive Robotic Autonomous System (PAE RAS) office, according to a draft memo obtained by Inside Defense.

A commercial solutions opening -- accompanied by an Area of Interest notice -- comes just over a month after the Army launched is Janus initiative and tasked DIU with building commercial microreactors using a "nimble, milestone-based contracting model":

DIU releases CSO for Army 'Janus' initiative

The Defense Innovation Unit today issued the anticipated call to industry for the Army's Janus program aimed at developing commercially owned and operated nuclear microreactors for the military.

Army Maj. Gen. John Rafferty, currently serving as chief of staff at U.S. European Command, is slated to receive a third star and take over the Huntsville-based command responsible for missile defense operations and Army space capabilities:

Artillery leader pick for SMDC raises Golden Dome expertise concerns

The decision to nominate Maj. Gen. John Rafferty to lead U.S. Army Space and Missile Defense Command comes as service leaders work to more closely integrate offensive and defensive fires, a move that is stirring concern among air defenders who argue that an artillery background doesn't provide expertise needed for Golden Dome.

By Vanessa Montalbano
November 19, 2025 at 2:09 PM

The Air Force is asking industry how it could add Advanced Precision Kill Weapon System technologies to its fleet of counter small-unmanned aircraft systems to better combat small- to medium-sized enemy drones.

Such APKWS capabilities would provide pinpoint accuracy and minimal collateral damage in battle against Groups one, two and three drones -- the nomenclature used by the Pentagon to describe sUAS between zero and 1,320 lbs. which can travel up to 250 knots, according to a request for information issued today by Air Force Materiel Command.

The service “is looking for all systems capable of taking track data/queues from sensors to laze targets and launch guided Hydra 70 APKWS rockets. Native target detection/sensing and C2 capabilities are not required on system,” per the notice.

Additionally, the Air Force indicated it would likely only consider “Technology Readiness Level 6” options from companies, or those that are already fully prototyped and technically demonstrated in a relevant environment.

Vendors have until Dec. 31 to respond to several questions about the system’s hardware configuration and capabilities, including its ability to engage with multiple sUAS swarm in a short period of time, whether the system needs to be stationary or if it can be mounted onto a vehicle and the number of times the system can be fired before it needs to be reloaded.

Other questions regard the option’s software, intellectual property assertions, pricing, support and sustainment.

By Dan Schere
November 19, 2025 at 11:40 AM

The Army's Combat Capabilities Development Command (DEVCOM) is undertaking an effort to equip the MK19 grenade launcher with the capability to counter small unmanned systems through "programmable air burst cartridges," according to a solicitation posted Tuesday.

The effort will involve integrating “advanced proximity sensing fuze technology” into the cartridges, which will enable the development of a fully integrated system that has detection, tracking, targeting and defeat capabilities, according to the Army. The system will be able to integrate with existing weapon platforms, fire-control systems and remote weapon stations.

The Army will issue a cornerstone initiative request (CIR) for 40mm CUAS on or after Nov. 25, with the CIR remaining open for 30 days.

The Cornerstone Other Transaction Agreement is a consortium that was established in 2018 through a partnership between the deputy assistant defense secretary for industrial policy, DEVCOM’s Chemical Biological Center and Army Contracting Command Rock Island. This OTA supports multiple DOD technology areas aimed at strengthening the force posture of the defense industrial base.

Once the CIR is released, only consortium members will be allowed to submit white papers for the OTA. The selected offerors will then be required to orally brief a government panel, which will be followed by a 48-month period of performance, according to the notice. A non-competitive award may be issued following a successful prototype.

By Abby Shepherd
November 19, 2025 at 10:29 AM

SAIC and HavocAI will partner to integrate multidomain communication and the ability to deploy and manage autonomous systems, the companies announced today.

HavocAI’s collaborative autonomy stack -- a modular system consisting of three software products that help execute multidomain autonomous fleet operations -- will be paired with SAIC’s Joint Range Extension system, which extends the range of Link 16, or TADIL-J, a data link used to exchange information between command, control, communications, computers and intelligence (C4I) systems.

The addition of autonomous maritime systems to Link 16 will allow for the easy connection of large, heterogeneous fleets of sensors, platforms and command and control systems to military infrastructure, according to the announcement.

"This is a significant leap forward in expanding the capability of large-scale collaborative autonomy," HavocAI CEO and co-founder Paul Lwin said. "By integrating with SAIC's proven JRE infrastructure, we're not just connecting our autonomous vessels to existing systems -- we're fundamentally enhancing how autonomous maritime systems receive and provide real-time tactical data within joint and coalition C2 systems.”

By Dominic Minadeo
November 18, 2025 at 3:20 PM

The Army expects to have an extra fleet of Stryker vehicles as it transforms its 81st Stryker Brigade Combat Team into a Mobile Brigade Combat Team as part of the service's Transformation Initiative.

The 81st SBCT, part of the Washington State Army National Guard, was tapped in September to swap its Strykers out for Infantry Squad Vehicles in a move to make the Army lighter and more mobile under its modernization effort.

The move will leave the Army with excess Strykers that it plans to offer up to partner nations -- as soon as it figures out how many it will need to replenish its own active units, according to a service spokesperson.

“Everything that we’re doing right now is all about readiness,” the spokesperson told Inside Defense. “So, if our Stryker units are needing those, then that’s where they’ll go.”

It’s not clear just how many vehicles will go to partners and how many will slide into other Army units, because that depends on how many the Army needs to replace -- but what is clear is that the Stryker hasn’t met the service’s mission-capable rate in any of the past 10 years, according to a Government Accountability Office report.

“I’m sure we’ll fill ourselves up first for the readiness factor,” the spokesperson said.

That comes after the Army decided to stop procurement under its Stryker Upgrade program in its fiscal year 2026 budget request, chalking up the purchasing halt to force-structure changes and the ATI, Inside Defense reported in August.

As the 81st SBCT transitions, it will leave the Army with eight SBCTs instead of nine, with seven in the active force and one in the National Guard.

None of the Army’s active SBCTs will turn to MBCTs, the Army spokesperson said.

The 81st SBCT started turning in its Strykers in October in a process that’s expected to take months.