Issued on behalf of VisionWave Holdings, Inc.
NEW YORK, Baystreet.ca News Commentary — The 2026 National Defense Strategy marks a structural pivot toward homeland security and hemispheric defense as top-tier priorities, introducing the Golden Dome missile defense concept while shifting European defense responsibility to allied nations[1]. Artificial intelligence is accelerating that transformation, with RAND Corporation researchers projecting that defense organizations integrating AI into operational workflows will realize major productivity advantages through faster decision-making and enhanced threat analysis[2]. Companies positioned across this evolving defense landscape include VisionWave Holdings (NASDAQ: VWAV), L3Harris Technologies (NYSE: LHX), Volatus Aerospace (TSXV: FLT) (OTCQX: TAKOF), Mercury Systems (NASDAQ: MRCY), and Duos Technologies Group (NASDAQ: DUOT).
CreditSights forecasts that defense spending momentum will persist through the end of the decade, driven by heightened geopolitical risk, rearmament cycles, and procurement reforms targeting faster contracting and modular architectures[3]. In Europe, the European Commission has approved approximately €74 billion in low-cost loans under its Security Action for Europe initiative, enabling eight member states to scale military readiness and acquire modern defense equipment[4]. Together, these strategic and industrial catalysts are reinforcing demand for companies delivering advanced defense platforms, AI-driven systems, and mission-critical processing capabilities.
VisionWave Holdings (NASDAQ: VWAV) has executed a definitive agreement to acquire a 51% controlling stake in C.M. Composite Materials, a certified aerospace manufacturer based in Modi'in, Israel. C.M. produces structural composite assemblies utilized in Israel's multi-layer missile defense architecture publicly known as Iron Dome and the Barak 8 long-range air defense system developed jointly by Israel Aerospace Industries and India's Defense Research and Development Organization.
For fiscal year 2025, C.M. reported approximately $17.3 million in revenue and $3.0 million in net income before tax under IFRS standards. An independent valuation prepared by BDO Consulting Group placed the company at $50 million. VisionWave will issue 250,000 shares for the majority interest, retaining an option to acquire the remaining 49%. Comprehensive due diligence spanned 64 continuous days of on-site inspections in Israel, covering aerospace-grade production lines, autoclave capabilities, and certification compliance.
"With the previously announced $10 million QSpeed™ Statement of Work and now entering into a definitive agreement to acquire majority control of a certified aerospace composite manufacturer embedded in active missile defense programs, VisionWave is building both the computational acceleration layer and the regulated manufacturing foundation," said Douglas Davis, Interim CEO & Executive Chairman of VisionWave. "We believe integrating advanced software acceleration into certified aerospace production infrastructure creates a differentiated industrial model."
The acquisition builds on VisionWave's recently entered into $10 million Statement of Work for qSpeed-Mine™, a mining acceleration platform built on the company's QuantumSpeed computational acceleration engine. Management believes integrating QSpeed™ into C.M.'s certified manufacturing environment could optimize production sequencing and reduce process-cycle bottlenecks. C.M. has also identified India as a strategic next-stage growth market as the country continues expanding its multi-layered air defense systems, including ongoing Barak 8 deployments.
The company's wholly owned subsidiary Solar Drone recently reported executive meetings in Italy advancing business development for drone cleaning solutions targeting select Middle Eastern markets, following earlier live demonstrations of the technology and a strategic distribution agreement covering commercial operations in Italy and Spain.
VisionWave also demonstrated real-world performance of SaverOne's RF-based Vulnerable Road User detection system before a major vehicle manufacturer, identifying pedestrians and cyclists in live field conditions. The company established a $7.0 million strategic exchange with SaverOne that could yield 51% fully diluted ownership, while continuing to advance its dual-market autonomous systems platform integrating QuantumSpeed™ and RF-based defense capabilities.
CONTINUED… Read this and more news for VisionWave at:
https://usanewsgroup.com/2025/09/11/the-ai-defense-technology-developments-potentially-relevant-in-2025-26/
In other industry developments:
L3Harris Technologies (NYSE: LHX) received a contract valued at nearly $400 million to produce additional solid rocket boost motors and Liquid Divert and Attitude Control Systems as a supplier to the prime contract for the Missile Defense Agency's Terminal High Altitude Area Defense system. THAAD is one of the nation's primary defenses against short, medium, and intermediate-range missiles.
"THAAD is the only U.S. system designed to intercept targets outside and inside the atmosphere, making it a critical part of the United States' missile defense system," said Ken Bedingfield, President, Missile Solutions, L3Harris. "THAAD is paramount to the security of this nation and our allies, and we are dedicated to delivering our proven propulsion for years to come."
The THAAD system is combat-proven with a 100% success rate across 17 intercept tests since production began. L3Harris manufactures the solid rocket boost motor in Huntsville, Alabama, and Camden, Arkansas, while the LDACS thruster system is produced in Los Angeles, maintaining a diversified production footprint across critical defense manufacturing hubs.
Volatus Aerospace (TSXV: FLT) (OTCQX: TAKOF) welcomed Canada's release of the Defence Industrial Strategy, which commits $6.6 billion under a broader $81.8 billion reinvestment in the Canadian Armed Forces and establishes a Defence Investment Agency to implement a new procurement framework. The strategy formally identifies sovereign capability domains including uncrewed and autonomous systems, aerospace platforms, and digital systems.
"Canada's Defence Industrial Strategy establishes a clear framework for strengthening sovereign capability and accelerating industrial execution," said Glen Lynch, CEO of Volatus Aerospace. "Policy direction increasingly favors operational readiness and disciplined scaling. Volatus has invested in infrastructure, regulatory compliance, secure environments, and deployable systems in advance of this shift."
The company has secured a Quebec-based facility to support defense-related manufacturing and plans to invest in excess of $10 million to expand production capacity and enhance systems integration capabilities. Volatus maintains active partnerships across Canada, the United Kingdom, and Europe while operating remote command and control capabilities supporting mission-critical environments.
Mercury Systems (NASDAQ: MRCY) announced contract awards totaling more than $60 million for work associated with two critical U.S. space and strategic weapons programs. The awards include a development contract extension for a large strategic weapons program continuing through 2031 and a new contract to produce subsystems for a national security space program.
"Mercury is proud to support these critical U.S. national security missions," said Roya Montakhab, Senior Vice President of Integrated Processing Solutions. "The Mercury Processing Platform features unique capabilities that deliver enhanced performance and resiliency for space and strategic weapons programs, and these awards highlight the increasing demand for our technology in these domains."
The space program contract marks the second customer to adopt Mercury's radiation-tolerant wideband storage and processing subsystem featuring advanced AI-capable FPGAs and 4.5 terabyte data storage drives. The company previously delivered the first subsystem contract in 2024 for another U.S. satellite program, with critical design review recently completed and validated for production.
Duos Technologies Group (NASDAQ: DUOT) achieved $28 million in revenue for fiscal year 2025, representing an estimated 288% increase over the prior year and nearly double its previous best year. The company also expects to achieve positive adjusted EBITDA in the fourth quarter, marking the second consecutive quarter of that milestone.
"I am very pleased that we were able to deliver on our commitment of at least $28 million revenue for 2025 and that we expect to achieve positive adjusted EBITDA in the fourth quarter," said Doug Recker, President of Duos and Founder of Duos Edge AI. "We continue to roll out our EDCs, now with the patented clean room and can also acknowledge that we are engaged in multiple discussions with industry leaders regarding planned expansion of our EDCs for use in AI applications."
Duos Edge AI has deployed 12 patented modular Edge Data Centers across Texas with additional units shipping, enabling localized low-latency compute capacity for education, healthcare, and enterprise customers. The company's Infrastructure Solutions Group signed approximately $7 million in contracts during Q4 in its initial quarter of operation, validating the strategic expansion into AI-powered edge computing infrastructure.
Article Source: https://usanewsgroup.com/2025/09/11/the-ai-defense-technology-developments-potentially-relevant-in-2025-26/
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SOURCES CITED:
1. https://www.csis.org/analysis/2026-national-defense-strategy-numbers-radical-changes-moderate-changes-and-some
2. https://www.rand.org/pubs/commentary/2026/02/what-to-expect-from-ai-in-2026.html
3. https://know.creditsights.com/insights/aerospace-defense-2026-outlook-relative-value/
4. https://defence-industry-space.ec.europa.eu/commission-approves-second-wave-safe-defence-funding-eight-member-states-2026-01-26_en
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