Shield AI develops and deploys autonomous military aircraft and drones, including V-BAT and X-BAT, for ISR and other defense missions. Its systems also support counter-drone operations through Tracker C-UAS.
Shield AI is a US defense-autonomy company whose V-BAT drone is deployed with the Coast Guard, Netherlands, Romania, Indonesia, and Japan, with ~$300M revenue in the year ending March 2025 and guidance above $540M for FY26 (+80%). It raised a $1.5B Series G at a $12.7B valuation in March 2026, had its Hivemind software selected for the Air Force CCA program (running on General Atomics and Anduril airframes), and won a $198M Coast Guard IDIQ at 100% on KPPs. An Aechelon acquisition is pending, and it has a GE Aerospace engine partnership.
46 signals name Shield AI. Members see all of them, filtered by topic, source and date.
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Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.
The segment's suppliers, constraints and risers, for members.
Shield AI develops and deploys autonomous military aircraft and drones, including V-BAT and X-BAT, for ISR and other defense missions. Its systems also support counter-drone operations through Tracker C-UAS. Shield AI is a US defense-autonomy company whose V-BAT drone is deployed with the Coast Guard, Netherlands, Romania, Indonesia, and Japan, with ~$300M revenue in the year ending March 2025 and guidance above $540M for FY26 (+80%). It raised a $1.5B Series G at a $12.7B valuation in March 2026, had its Hivemind software selected for the Air Force CCA program (running on General Atomics and Anduril
Shield AI ranks 77 of 100 on the Robotics 100 (November 2026 edition) with a score of 80 out of 100, in Defense & security (Systems). Assessment by Frontier Tech Intelligence.
Rheinmetall (rank 9), Anduril (rank 16), Elbit (rank 40), Elbit Systems Ltd. (rank 74), Stark Defence (rank 84), Helsing (rank 86).
Shield AI is based in San Diego, California, United States. Stage: Established.
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