Shield AI Overview
Pro stress-test →Shield AI is a San Diego-based defense technology company behind the world's first combat-proven autonomous AI pilot, developing autonomy software and military aircraft. The company is projecting more than 80% revenue growth by the end of 2026, equating to at least $540 million in revenue this year. Shield AI has gained traction from the deployment of its systems in Ukraine, where its V-BAT surveillance drone has been used in active operations.
Strategic Profile
Pro stress-test →Shield AI's Series G round is being funded alongside two major moves: the pending acquisition of tactical simulation company Aechelon and a $500 million preferred equity financing deal with Blackstone, with capital supporting the acquisition and scaling of its Hivemind autonomy platform and V-BAT surveillance drone. Shield AI won a contract to be the software provider to Anduril's Fury fighter jet for the U.S. Air Force, positioning it as a critical enabler in the next-generation autonomous combat aircraft market.
Competitive Landscape
Pro stress-test →Shield AI is one of the most valuable private defense technology companies in the world, second only to Anduril Industries at $60 billion. While Anduril builds the brain of the battlefield, Shield AI builds the pilot, focusing narrowly on autonomous piloting—the ability to fly aircraft without human input or GPS connectivity—which the U.S. Air Force's Collaborative Combat Aircraft program requires alongside Anduril's broader capabilities. Competitors in autonomous defense systems include Anduril, General Atomics, and emerging players in AI-driven military technology.
Industry Context
Shield AI operates in Autonomous military aircraft systems.
Key facts
Founded: 2015 · Headquarters: San Diego, US · Revenue: $540M+ (projected 2026) · Market cap: $12.7B (valuation)