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At Stanford’s Hoover Institution on Oct. 8, former Taiwan President Tsai Ing-wen urged democracies to strengthen institutions, deepen U.S.–Taiwan ties and learn from Ukraine’s wartime innovation. The Stanford Daily also reports on her Oct. 7 Stanford DEFCON keynote and Taiwan’s role in the technology supply chains that underpin modern defense.
The Stanford Daily · Oct 9, 2026
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Trending DefTech
Solid-state high-power microwave counter-drone system; Gen II ordered by the Army as IFPC-HPM.
Photo: U.S. Army photo by Staff Sgt. Brandon Rickert · Public domain (PD-USGov-Military-Army)
Hypersonic strike weapon designed for industrial-rate output and low unit cost; Navy F/A-18 integration toward Early Operational Capability in 2027.
Anduril Collaborative Combat Aircraft for the US Air Force.
Photo: U.S. Air Force photo by Senior Airman Renee Blundon · Public domain (PD-USGov-Military-Air Force)
AI-piloted VTOL fighter aircraft under development for distributed operations.
Photo: Silkoreo / Wikimedia Commons · CC BY-SA 4.0
Data & trackers
Who wins the contracts, who buys, which programs the money goes to. Every row links to its records.
| # | Program | Obligated |
|---|---|---|
| 1 | MRIC RPLockheed Martin | $4.76B |
| 2 | MDA SupportRTX | $1.56B |
| 3 | MDA SupportLockheed Martin | $1.24B |
| 4 | F-35 Lightning IILockheed Martin | $991M |
| 5 | F-35 Lightning IILockheed Martin | $879M |
| 6 | MDA SupportLockheed Martin | $843M |
| 7 | PaladinBAE Systems | $536M |
| 8 | AMDR forLockheed Martin | $315M |
Largest awards coded to a program, first signed in the last six months. DoD awards reach USAspending about 90 days late.
| # | Company | Share of the leader | Obligated |
|---|---|---|---|
| 1 | Lockheed Martin | $281.34B | |
| 2 | RTX | $124.62B | |
| 3 | General Dynamics | $123.01B | |
| 4 | Boeing | $110.34B | |
| 5 | Northrop Grumman | $72.05B | |
| 6 | Leidos | $46.68B | |
| 7 | HII | $42.41B | |
| 8 | Honeywell International | $36.14B |
Prime obligations including subsidiaries. Obligations are commitments, not revenue.
| # | Agency | Obligated |
|---|---|---|
| 1 | U.S. NavyDOW | $1.34T |
| 2 | U.S. Air ForceDOW | $800.22B |
| 3 | U.S. ArmyDOW | $739.12B |
| 4 | Defense Logistics AgencyDOW | $117.32B |
| 5 | Missile Defense AgencyDOW | $117.17B |
| 6 | NASA | $98.26B |
| 7 | NNSADOE | $95.35B |
| 8 | Other officesDOE | $90.58B |
Awarding sub-agencies by obligations to the covered companies since FY2008.
| # | Program | Share of the leader | Obligated |
|---|---|---|---|
| 1 | F-35 Lightning II | $279.85B | |
| 2 | MDA Support | $98.28B | |
| 3 | Virginia-class submarine (SSN 774) | $86.69B | |
| 4 | Trident II D5 missile | $43.35B | |
| 5 | DDG 51 Arleigh Burke-class destroyer | $42.07B | |
| 6 | P-8A Poseidon | $40.06B | |
| 7 | KC-46A Tanker Modernization Program | $36.80B | |
| 8 | C-130J Super Hercules | $35.37B |
Obligations on awards coded to a DoD acquisition program, rolled up to the named program where one is mapped.
| # | State | Share of the leader | Obligated |
|---|---|---|---|
| 1 | TX | $500.65B | |
| 2 | VA | $411.34B | |
| 3 | CA | $380.21B | |
| 4 | CT | $304.95B | |
| 5 | AZ | $181.12B | |
| 6 | MD | $177.94B | |
| 7 | FL | $169.51B | |
| 8 | MO | $169.42B |
U.S. place of performance, by obligations.
| # | Company | Share of the leader | Raised |
|---|---|---|---|
| 1 | SpaceX | $75.00B | |
| 2 | Scale AI | $15.90B | |
| 3 | Anduril Industries | $11.22B | |
| 4 | Cerebras Systems | $8.37B | |
| 5 | Helsing | $3.32B | |
| 6 | Atoms | $2.95B | |
| 7 | Shield AI | $2.84B | |
| 8 | Saronic | $2.60B |
Disclosed private rounds in USD, every company in DefDex. Defense, hardware and energy; AI labs and software are left out.
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