Government · United States
U.S. Department of Defense
HQ Arlington, United StatesFounded 1947
U.S. federal department responsible for the armed forces; styled the Department of War since 2025.
Awards issued35 · $1.56B obligated · up to $15.29B ceiling
| Announced | Award | Recipients | Type | Program | Obligated | Ceiling | Confidence |
|---|---|---|---|---|---|---|---|
| Sep 30, 2026 | Drone Dominance Gauntlet II order (14,000 drones and payloads)press:neros-technologies:2026-09-30:gauntlet-ii | Neros Technologies | Contract | — | Undisclosed | — | Reported |
| Sep 14, 2026 | IBAS redeemable preferred equity investmentpress:the-elmet-group:2026-09-14:ibas-equity | The Elmet Group | Equity | — | — | Up to $450M | Confirmed |
| Aug 26, 2026 | A2 publicly available information alertingFA7014-26-C-0026 | Dataminr | Contract | — | $46.5M | $318M | Confirmed |
| Aug 7, 2026 | Refractory-grade bauxite supply chain agreementpress:strategic-bauxite-usa:2026-08-07 | Strategic Bauxite USA | Other | — | — | Up to $85.5M | Confirmed |
| Jul 23, 2026 | Oracle Enterprise Software Agreement (on-premises licensing)press:oracle:2026-07-23:enterprise-software-agreement | Oracle | Contract | — | Undisclosed | — | Confirmed |
| Jul 21, 2026 | APFIT award for Persistent Subsea Autonomous Profiler productionpress:seatrec:2026-07-21:apfit-psap | Seatrec | Other | — | — | Up to $30.8M | Confirmed |
| Jul 18, 2026 | Space-qualified cover glass production expansionpress:martin-materials-solutions:2026-07-18:archive-189 | Martin Materials Solutions | Other | — | — | Up to $7.1M | Reported |
| Jul 13, 2026 | Economic Defense Unit investment in rare earth refining (Marion, Indiana)press:reelement-technologies:2026-07-13:edu-investment | ReElement Technologies | Other | — | — | Up to $25.0M | Confirmed |
| Jul 9, 2026 | War Data Platform integrationpress:accenture-federal-services:2026-07-09:archive-219 | Accenture Federal Services | Task order | — | — | Up to $821M | Reported |
| Jun 24, 2026 | Classified legal software blanket purchase agreementpress:casepoint:2026-06-24:archive-286 | Casepoint | Other | — | — | Up to $98.8M | Reported |
| Jun 18, 2026 | Geostationary orbital refueling developmentpress:quantum-space:2026-06-18:archive-321 | Quantum Space | Contract | — | Undisclosed | — | Reported |
| Jun 4, 2026 | Prototype OT for research and engineering services (WHS)HQ0034269E028 | Gallatin | OTA | — | $4.0M | $4.3M | Confirmed |
| May 27, 2026 | Microsoft software CETA blanket purchase agreementpress:dell-federal-systems:2026-05-27:archive-407 | Dell Federal Systems | Other | — | — | Up to $9.70B | Reported |
| May 19, 2026 | Hivemind integration into LUCAS pilotpress:shield-ai:2026-05-19:archive-436 | Shield AI | Contract | — | Undisclosed | — | Confirmed |
| Mar 26, 2026 | APFIT award: real-time command and control at the tactical edgepress:darkhive:2026-03-26:apfit | Darkhive | Contract | — | — | Up to $49.7M | Confirmed |
| Mar 16, 2026 | Letter of intent to purchase light and heavy rare earth oxidespress:lynas-rare-earths:2026-03-16 | Lynas Rare Earths | Other | — | — | Up to $96.0M | Reported |
| Feb 19, 2026 | Additional DPA Title III funding for SRM production capacitypress:anduril-industries:2025-10-02 | Anduril Industries | Other | — | — | Up to $43.7M | Reported |
| Jan 13, 2026 | Department of War $1B investment in L3Harris Missile Solutionspress:l3harris-aerojet-rocketdyne:2026-04-23 | L3Harris Aerojet Rocketdyne | Equity | — | — | Up to $1.00B | Confirmed |
| Dec 2, 2025 | Spectrum sharing technology demonstration (TRMC, via National Spectrum Consortium OTA)press:resonant-sciences:2025-12-02:nsc-spectrum-sharing | Resonant Sciences | OTA | — | Undisclosed | — | Reported |
| Nov 20, 2025 | DPA Title III award for domestic gallium supplypress:elementusa:2025-11-20 | ElementUSA | Other | — | — | Up to $29.9M | Confirmed |
| Jul 10, 2025 | DoD preferred equity investment in MP Materialspress:mp-materials:2025-07-10 | MP Materials | Equity | — | — | Up to $400M | Confirmed |
| Apr 25, 2025 | Prototype OT for research and engineering (WHS, funded by the Chief Digital and AI Office)HQ00342590007 | Smack Technologies | OTA | — | $746K | — | Confirmed |
| Jan 7, 2025 | DPA Title III award to expand solid rocket motor sourcespress:anduril-industries:2025-01-07 | Anduril Industries | Other | — | — | Up to $14.3M | Confirmed |
| Jan 6, 2025 | MACH-TB 2.0 Task Area 1 hypersonic test bed (five-year OTA)press:kratos-defense:2025-01-06:mach-tb-2 | Kratos Defense & Security Solutions | OTA | — | — | Up to $1.45B | Confirmed |
| Dec 2, 2024 | APFIT award to field Tiqker quantum atomic timingpress:infleqtion:2024-12-02:apfit-tiqker | Infleqtion | Other | — | — | Up to $11.0M | Confirmed |
| Apr 16, 2024 | DPA Title III germanium substrates for space solar cells (cooperative agreement)FA86502425501 | 5N Plus | Cooperative agreement | — | $12.5M | $14.4M | Confirmed |
| Sep 21, 2023 | Hypersonic SRM manufacturing capacity expansionpress:x-bow-systems:2023-09-21 | X-Bow Systems | Contract | — | — | Up to $64.0M | Confirmed |
| Sep 19, 2023 | DPA Title III sintered NdFeB magnet facility (e-VAC Magnetics, cooperative agreement)FA86502325513 | Vacuumschmelze | Cooperative agreement | — | $94.1M | $94.1M | Confirmed |
| Jul 17, 2023 | DPA Title III graphite anode feasibility study (cooperative agreement)FA86502325517 | Graphite One | Cooperative agreement | — | $37.3M | $37.5M | Confirmed |
| Apr 14, 2023 | DPA Title III solid rocket motor production upgrade (cooperative agreement)FA86502325526 | L3Harris Aerojet Rocketdyne | Cooperative agreement | — | $216M | — | Confirmed |
| — | $1B convertible preferred equity investment in L3Harris Missile Solutionspress:l3harris:2026:missile-solutions-equity | L3Harris Aerojet Rocketdyne | Equity | — | $1.00B | — | Reported |
| — | JAIC blanket purchase agreement for AI test and evaluation productspress:scale-ai:2022-01:jaic-bpa | Scale AI | Other | — | Undisclosed | — | Reported |
| — | DoD samarium project loan to MP Materialspress:mp-materials:2025-07-10:loan | MP Materials | Loan | — | — | Up to $150M | Confirmed |
| — | Heavy rare earth separation facility in Texas (Cornerstone OTA)W52P1J2293002 | Lynas Rare Earths | OTA | — | $116M | $258M | Confirmed |
| — | IBAS heavy rare earth separation at Mountain Pass (Cornerstone OTA, phases II-IV)W52P1J2293001 | MP Materials | OTA | — | $35.0M | $35.0M | Confirmed |
- Drone Dominance Gauntlet II order (14,000 drones and payloads)Sep 30, 2026 · ContractUndisclosed
- Up to $450MCeiling
- $46.5MObligated · up to $318M ceiling
- Up to $85.5MCeiling
- Undisclosed
- APFIT award for Persistent Subsea Autonomous Profiler productionJul 21, 2026 · OtherConfirmedUp to $30.8MCeiling
- Up to $7.1MCeiling
- Economic Defense Unit investment in rare earth refining (Marion, Indiana)Jul 13, 2026 · OtherConfirmedUp to $25.0MCeiling
- Up to $821MCeiling
- Up to $98.8MCeiling
- Undisclosed
- $4.0MObligated · up to $4.3M ceiling
- Up to $9.70BCeiling
- Undisclosed
- APFIT award: real-time command and control at the tactical edgeMar 26, 2026 · ContractConfirmedUp to $49.7MCeiling
- Up to $96.0MCeiling
- Up to $43.7MCeiling
- Department of War $1B investment in L3Harris Missile SolutionsJan 13, 2026 · EquityConfirmedUp to $1.00BCeiling
- Spectrum sharing technology demonstration (TRMC, via National Spectrum Consortium OTA)Dec 2, 2025 · OTAUndisclosed
- Up to $29.9MCeiling
- Up to $400MCeiling
- Prototype OT for research and engineering (WHS, funded by the Chief Digital and AI Office)Apr 25, 2025 · OTAConfirmed$746KObligated
- DPA Title III award to expand solid rocket motor sourcesJan 7, 2025 · OtherConfirmedUp to $14.3MCeiling
- MACH-TB 2.0 Task Area 1 hypersonic test bed (five-year OTA)Jan 6, 2025 · OTAConfirmedUp to $1.45BCeiling
- Up to $11.0MCeiling
- DPA Title III germanium substrates for space solar cells (cooperative agreement)Apr 16, 2024 · Cooperative agreementConfirmed$12.5MObligated · up to $14.4M ceiling
- Up to $64.0MCeiling
- DPA Title III sintered NdFeB magnet facility (e-VAC Magnetics, cooperative agreement)Sep 19, 2023 · Cooperative agreementConfirmed$94.1MObligated · up to $94.1M ceiling
- DPA Title III graphite anode feasibility study (cooperative agreement)Jul 17, 2023 · Cooperative agreementConfirmed$37.3MObligated · up to $37.5M ceiling
- DPA Title III solid rocket motor production upgrade (cooperative agreement)Apr 14, 2023 · Cooperative agreementConfirmed$216MObligated
- $1B convertible preferred equity investment in L3Harris Missile SolutionsUndated · Equity$1.00BObligated
- Undisclosed
- Up to $150MCeiling
- Heavy rare earth separation facility in Texas (Cornerstone OTA)Undated · OTAConfirmed$116MObligated · up to $258M ceiling
- IBAS heavy rare earth separation at Mountain Pass (Cornerstone OTA, phases II-IV)Undated · OTAConfirmed$35.0MObligated · up to $35.0M ceiling
Obligated is what has been committed so far; ceiling is the most the award can reach. Joint values cover all recipients and are excluded from this company’s money totals.
Portfolio2 companies · 1 lead
| Company | Stage | Role | Announced | Round size |
|---|---|---|---|---|
Hertha Metals | Series A | Participant | Sep 29, 2026 | $134M |
 | Grant | Lead | Jun 16, 2023 | $20.0M |
- Series A · Participant$134MSep 29, 2026
- Grant · Led the round$20.0MJun 16, 2023
One row per round this investor joined. Round size is the whole round, not this investor's share.
Supply chain4 suppliers
Suppliers4
| Supplier | Supplies | Notes | Confidence |
|---|---|---|---|
| Lynas Rare Earths | NdPr oxide | Letter of intent; about $96M over four years for light and heavy rare-earth oxides. | Reported |
| MP Materials | NdFeB permanent magnets | Offtake guarantee for the planned 10X facility, part of the July 2025 DoD partnership. | Confirmed |
| MP Materials | NdPr oxide | 10-year NdPr price floor of $110/kg. | Confirmed |
| Seasats | — | Company-reported Lightfish deployment under the Office of the Assistant Secretary of War for Homeland Defense and Americas Security Affairs; source describes prototyping and piloting, not a disclosed production procurement. | Reported |
- Supplies NdPr oxideLetter of intent; about $96M over four years for light and heavy rare-earth oxides.
- Supplies NdFeB permanent magnetsOfftake guarantee for the planned 10X facility, part of the July 2025 DoD partnership.Confirmed
- Company-reported Lightfish deployment under the Office of the Assistant Secretary of War for Homeland Defense and Americas Security Affairs; source describes prototyping and piloting, not a disclosed production procurement.
People6
Amy E. Henninger
Director, Operational Test and Evaluation
Government official · 2026–present
Dale R. White
Direct Reporting Portfolio Manager, Critical Major Weapon Systems
Government official
Emil Michael
Under Secretary for Research and Engineering and Chief Technology Officer
Government official
Jay Dryer
Director, Strategic Capabilities Office
Government official
Kirsten Davies
Chief Information Officer
Government official · 2025–present
Mike Guetlein
Golden Dome for America Direct Reporting Program Manager
Government official
News20
Oct 6, 2026NewsElon Musk and Palmer Luckey's new Pentagon roles raise ethics worriesNPROct 5, 2026NewsPentagon, FBI personnel-data breaches raise questionsDefense OneOct 3, 2026NewsJay Clayton named to lead White House AI task forceOct 2, 2026NewsBerkowitz out at DoD Space Policy officeBreaking DefenseOct 2, 2026NewsThe NIH-Pentagon deal isn’t a cash grab. It’s a rescue.Breaking DefenseOct 2, 2026NewsUS looks to expand use of canoe-sized drones to deter migrant crossingsReutersOct 2, 2026CompanySeasats Deploys Fleet of Lightfish USVs for Maritime Border Security in the Gulf of AmericaSeasats (PR Newswire release)Oct 2, 2026NewsCyber Operators Are Deployed in Place. The Pentagon Should Treat Them That WayWar on the RocksOct 2, 2026NewsArmy to establish new autonomy command, acquisition executiveBreaking DefenseOct 1, 2026NewsDoD demo contract takes a step closer to beaming solar power from spaceBreaking DefenseOct 1, 2026NewsDoD obligates $142B from reconciliation bill before deadline, leaving billions subject to cutsBreaking DefenseOct 1, 2026NewsCan’t start, won’t start: Over 150 new military programs face delay under a CRBreaking DefenseSep 30, 2026NewsOverview Energy Wins Department of War OECIF Contract to Build Homing Beacon for Space-Based Solar Power DeliveryBlackridge ResearchSep 30, 2026News (high significance)U.S. creates new Autonomous Warfare Command to fuse and enhance military drone opsDefenseScoopSep 30, 2026NewsPentagon update on National Defense Strategy cites progress, omits key threatsDefense OneSep 30, 2026NewsVision For New Autonomous Warfare Command Laid Out By PentagonThe War ZoneSep 30, 2026News (high significance)Hegseth vows to shrink the Pentagon — and then announces plans to grow itPOLITICOSep 28, 2026News (high significance)Pentagon awards RTX's Raytheon $20.7 billion contract for AMRAAM missiles amid stockpile concernsReutersSep 22, 2026NewsSwarm Defense in Auburn Hills Books $25M Order for 4,000 Kiwi Attack DronesDBusinessSep 22, 2026NewsPentagon Program Selects 17 Companies To Compete In Drone Bomber QualifierDefense Daily
- Oct 6, 2026NewsNPRElon Musk and Palmer Luckey's new Pentagon roles raise ethics worries
- Oct 5, 2026NewsDefense OnePentagon, FBI personnel-data breaches raise questions
- Oct 3, 2026NewsJay Clayton named to lead White House AI task force
- Oct 2, 2026NewsBreaking DefenseBerkowitz out at DoD Space Policy office
- Oct 2, 2026NewsBreaking DefenseThe NIH-Pentagon deal isn’t a cash grab. It’s a rescue.
- Oct 2, 2026NewsReutersUS looks to expand use of canoe-sized drones to deter migrant crossings
- Oct 2, 2026CompanySeasats (PR Newswire release)Seasats Deploys Fleet of Lightfish USVs for Maritime Border Security in the Gulf of America
- Oct 2, 2026NewsWar on the RocksCyber Operators Are Deployed in Place. The Pentagon Should Treat Them That Way
- Oct 2, 2026NewsBreaking DefenseArmy to establish new autonomy command, acquisition executive
- Oct 1, 2026NewsBreaking DefenseDoD demo contract takes a step closer to beaming solar power from space
- Oct 1, 2026NewsBreaking DefenseDoD obligates $142B from reconciliation bill before deadline, leaving billions subject to cuts
- Oct 1, 2026NewsBreaking DefenseCan’t start, won’t start: Over 150 new military programs face delay under a CR
- Sep 30, 2026NewsBlackridge ResearchOverview Energy Wins Department of War OECIF Contract to Build Homing Beacon for Space-Based Solar Power Delivery
- Sep 30, 2026News (high significance)DefenseScoopU.S. creates new Autonomous Warfare Command to fuse and enhance military drone ops
- Sep 30, 2026NewsDefense OnePentagon update on National Defense Strategy cites progress, omits key threats
- Sep 30, 2026NewsThe War ZoneVision For New Autonomous Warfare Command Laid Out By Pentagon
- Sep 30, 2026News (high significance)POLITICOHegseth vows to shrink the Pentagon — and then announces plans to grow it
- Sep 28, 2026News (high significance)ReutersPentagon awards RTX's Raytheon $20.7 billion contract for AMRAAM missiles amid stockpile concerns
- Sep 22, 2026NewsDBusinessSwarm Defense in Auburn Hills Books $25M Order for 4,000 Kiwi Attack Drones
- Sep 22, 2026NewsDefense DailyPentagon Program Selects 17 Companies To Compete In Drone Bomber Qualifier
Sources17
Profile8
- 1Government recordThe Department of War's Office of Strategic Capital Signs $725 Million Conditional Loan Commitment With Energy Fuels, Inc.
U.S. Department of War · Jun 18, 2026 · Supports Organization
“a $725 million conditional loan commitment with Energy Fuels, Inc. to scale the company's domestic processing of rare earth elements”
- 2CompanyGallatin AI Awarded Army PORTAL Contract to Bring Predictive Logistics to Contested Operations
Gallatin AI · Mar 11, 2026 · Supports Organization
“The award directly supports two of the Department of War's six strategic priorities: Applied Artificial Intelligence and Contested Logistics Technologies.”
- 3Government recordContracts For Dec. 18, 2025
U.S. Department of War · Dec 18, 2025 · Supports Organization
“Following the initial tranche of 1,014 awards announced December 2, 2025, the Missile Defense Agency (MDA) has made an additional 1,086 awards”
- 4
Federal News Network · Aug 29, 2025 · Supports Organization
“Defense Secretary Pete Hegseth has directed Army Secretary Daniel Driscoll to stand up a task force”
- 5
DefenseScoop · May 23, 2025 · Supports Organization
“In a one-paragraph announcement on Wednesday, DOD revealed its decision to increase that contract ceiling for Palantir's MSS”
- 6
AeroVironment · May 7, 2024 · Supports Organization
“selected for Tranche 1 of the first iteration of the U.S. Department of Defense’s (DoD) Replicator initiative”
- 7
U.S. Department of Defense · Feb 1, 2021 · Supports Organization
“Lynas will establish LREE separation capacity in Hondo, Texas. Under the technology investment agreement, the Department of Defense is contributing $30.4 million”
- 8Government recordThe Department of Defense 1947-1997, Organization and Leaders (OSD Historical Office)
Supports Organization · founded year
“The National Security Act of 1947 established the Department of Defense”
Supply chain3
- 9
Seasats (PR Newswire release) · Oct 2, 2026 · Supports Supply relationship
“a fleet of Lightfish unmanned surface vessels (USVs) has been deployed in support of U.S. maritime border security operations”
- 10
Mining Weekly · Mar 16, 2026 · Supports Supply relationship
“about $96-million allocated by the US government for the purchase of light and heavy rare earth oxide products from Lynas over a four-year period.”
- 11Regulatory filingMP Materials Announces Transformational Public-Private Partnership with the Department of Defense (8-K Ex. 99.1)
MP Materials Corp. (SEC) · Jul 10, 2025 · Supports Supply relationship
“DoD has entered into a 10-year agreement establishing a price floor commitment of $110 per kilogram for MP Materials' NdPr products stockpiled or sold”
People6
- 12Government recordGeneral Guetlein to Lead the Office of Golden Dome for America
U.S. Department of War · Jul 22, 2025 · Supports Role
“On Thursday, July 17, the Senate confirmed Gen. Mike Guetlein to be the first Golden Dome for America Direct Reporting Program Manager (GDA DRPM) reporting directly to the Deputy Secretary of Defense, the Honorable Steve Feinberg.”
- 13Government recordAbout DoW CIO
Department of War Chief Information Officer · Supports Role
“was sworn in as the Chief Information Officer (CIO) of the Department of War (DoW) on December 23, 2025, following her presidential nomination and U.S. Senate confirmation.”
- 14Government recordJay Dryer
U.S. Department of War · Supports Role
“Mr. Jay Dryer is the Director of the Strategic Capabilities Office (SCO)”
- 15Government recordDr. Amy E. Henninger
U.S. Department of War · Supports Role
“Dr. Amy E. Henninger was sworn in as the Director, Operational Test and Evaluation (DOT&E) on March 23, 2026.”
- 16Government recordDale R. White
U.S. Air Force · Supports Role
“Gen. Dale R. White is the Director, Critical Major Weapon Systems, the Pentagon, Arlington, Virginia.”
- 17Government recordEmil Michael
U.S. Department of War · Supports Role
“Mr. Emil Michael serves as the Under Secretary of War for Research and Engineering (USW(R&E)) and Chief Technology Officer for the Department of War(DoW)”
Each fact on this page is attached to the sources that support it. Archived copies are linked when we keep one.