Issued on behalf of VisionWave Holdings, Inc.
VANCOUVER – Baystreet.ca News Commentary – The naval shipbuilding market reached $102.42 billion in 2025 and is projected to grow to $142.41 billion by 2034, driven by fleet modernization programs that now account for over 62% of global procurement spending[1]. This surge reflects a fundamental shift from peacetime maintenance to high-intensity production capacity as nations rebuild industrial shipyards, expand threat reduction capabilities, and field kinetic interceptor systems at unprecedented scale[2]. This demand for industrial scale and strategic resilience drives the investment thesis for VisionWave Holdings, Inc. (NASDAQ: VWAV), Amentum (NYSE: AMTM), HII (NYSE: HII), GE Aerospace (NYSE: GE), and Raytheon, an RTX (NYSE: RTX) business.
The U.S. Navy's 390-ship expansion plan requires $40 billion annually through 2054[3], while the CBRN defense sector is projected to reach $24.93 billion by 2030 as military forces prioritize chemical, biological, radiological, and nuclear threat reduction infrastructure[4]. Manufacturing capacity itself has emerged as the strategic asset, with shipyard tonnage requirements increasing 50% above current production levels to meet destroyer, submarine, and amphibious ship demand through multi-decade procurement cycles.
VisionWave Holdings Inc. (NASDAQ: VWAV) recently completed the acquisition of Solar Drone Ltd., an autonomous robotics company and subsidiary of BladeRanger, marking the defense technology developer's first acquisition since its July 2025 public listing. The transaction closed through a Share Purchase Agreement involving 1,800,000 shares of common stock, positioning VisionWave to address defense applications alongside the solar operations and maintenance robotics market.
“The completion of the Solar Drone acquisition marks an important inflection point for VisionWave,” said Douglas Davis, Executive Chairman of VisionWave. “This is not a standalone asset, but a platform capability that strengthens our autonomous robotics roadmap across defense, security, and critical infrastructure. We believe Solar Drone may accelerate our ability to deploy intelligent, mission-ready systems at scale.”
The acquisition provides VisionWave with access to autonomous systems designed for critical infrastructure monitoring across more than 165 GW of installed U.S. utility-scale solar capacity and over 260 GW in Europe.
Solar Drone completed a 100-day Proof of Concept with DB InfraGO AG through DB mindbox, with DB InfraGO AG recommending advancement to discussions with Sky Operations, DB Services, and DB Energie departments. The company's autonomous robotics capabilities complement VisionWave's development of Unmanned Ground Vehicle platforms and counter-drone systems designed for defense and security applications. The integration of Solar Drone's technologies supports VisionWave's strategy to deliver autonomous solutions across multiple operational domains.
VisionWave initiated the patent application process for a planned series of patents covering key technologies underlying Argus, the company's space-enabled, AI-driven counter-unmanned aircraft system developed in collaboration with BladeRanger. The intellectual property strategy targets
Argus's core architecture including the SkyWeave high-frequency communications backbone, space and ground-based drone detection methods, and end-to-end decision frameworks for detection, classification, tracking, and engagement. Additional filings are expected to address HF-enabled sensor fusion, multi-layer control logic, and secure encryption mechanisms optimized for contested environments.
VisionWave announced a non-binding letter of intent with Evie Autonomous Limited to explore a £500,000 Proof-of-Concept program integrating autonomous vehicle technology into VisionWave's Unmanned Ground Vehicle platforms. The POC program targets advanced navigation and multi-sensor fusion capabilities for the Varan UGV platform unveiled in November 2025, with discussions anticipated to continue into 2026 pending definitive agreements. The partnership discussions align with VisionWave's expansion of its London-based UGV research and development engineering team.
VisionWave's acquisition strategy and technology development initiatives position the company to address defense, security, and commercial markets through a multi-domain autonomy approach spanning counter-UAS systems, autonomous ground vehicles, and industrial robotics applications.
CONTINUED… Read this and more news for VisionWave Holdings at: https://usanewsgroup.com/2025/09/11/the-ai-defense-technology-developments-potentially-relevant-in-2025-26/
Amentum (NYSE: AMTM) has been selected as a prime contractor on the $3.5 billion Defense Threat Reduction Agency (DTRA) Cooperative Threat Reduction Integrating Contract IV. As one of six awardees, Amentum will deliver sustainable chemical, biological, radiological, and nuclear threat reduction capabilities to partner nations worldwide. Under the 10-year contract Amentum will compete for task orders to deliver a broad range of services and products for DTRA.
"Amentum remains steadfast in our mission to protect and preserve global security by delivering expertise in engineering, logistics, and program management," said Mark Whitney, president of Amentum's Energy & Environment business. "We will deploy advanced technologies, advanced risk assessment, and mitigation planning to build sustainable local programs that raise resilience."
The Defense Threat Reduction Agency provides solutions to enable the Department of Defense, the United States government, and international partners to deter strategic attacks and counter weapons of mass destruction. Amentum has approximately 50,000 employees in more than 70 countries across all seven continents.
HII (NYSE: HII) has been selected by the Navy to design and build the future small surface combatant ship, leveraging the proven Legend-class national security cutter design that Ingalls Shipbuilding successfully delivered to the U.S. Coast Guard over nearly two decades. The company's Ingalls division will construct the vessels alongside its existing destroyer and amphibious ship production lines, utilizing the same proven build sequence that produced 10 Legend-class cutters through October 2023. With available facility capacity and a track record of building complex ships, HII is positioned to deliver predictable schedules for the Navy's critical program.
"We look forward to supporting the Navy on this critical program," said Chris Kastner, president and CEO of HII. "Speed matters, and the NSC ship design is stable and produceable and will lead to predictable schedules. I have great confidence in the Ingalls team to execute this program, and in our ongoing efforts with our partners to successfully expand the U.S. shipbuilding industrial base to meet the Navy's needs."
HII has invested over $1 billion in infrastructure, facility, and toolsets at Ingalls Shipbuilding to support next-generation systems, while distributing work to 23 outsourcing partners this year to expand capacity. The 44,000-person workforce currently builds three ship classes simultaneously while modernizing Zumwalt-class destroyers with advanced weapons systems.
GE Aerospace (NYSE: GE) has received orders to supply eight LM2500 marine gas turbine engines for the U.S. Navy's next two Flight III Arleigh Burke-class destroyers: the future USS Intrepid (DDG 145) and USS Robert Kerrey (DDG 146). Each destroyer is powered by four LM2500 engines, providing the propulsion that has made the Arleigh Burke class the backbone of the U.S. Navy's surface fleet. As of January 2025, 74 Arleigh Burke-class destroyers are active with GE Aerospace's LM2500 engines.
"The LM2500 has been the engine of choice for the U.S. Navy's destroyer fleet for decades, and we're proud to continue that legacy as the Navy builds toward its 390-ship goal," said Mark Musheno, VP of Sales and Marketing at GE Aerospace's Marine Engines & Systems. "GE Aerospace is committed to ramping up production capacity to meet the Navy's expanding fleet requirements."
With these orders, GE Aerospace will have delivered engines for all 74 active Arleigh Burke destroyers, representing 296 LM2500 engines. The U.S. Navy has taken delivery of more than 700 LM2500 gas turbines since 1969, with the engine family boasting 99% reliability.
Raytheon, an RTX (NYSE: RTX) business, was awarded a $168 million contract to supply Romania with equipment related to the Patriot air and missile defense system. The foreign military sales contract includes a radar, command and control system, launchers, and miscellaneous support and test equipment. This marks the second Patriot order for Romania within one year, as Germany, the Netherlands, and Spain have also placed orders for Patriot systems in 2025.
"Patriot remains the air and missile defense system of choice worldwide," said Pete Bata, senior VP of Global Patriot at Raytheon. "Our focus is on delivering proven, combat-tested capabilities to support readiness and enhance collective security across Europe."
Patriot is the only combat-proven ground-based air and missile defense capability able to defend against long-range cruise missiles, tactical ballistic missiles, and the full spectrum of air-breathing threats. Patriot is the foundation of air defense for 19 countries, and the system has intercepted hundreds of advanced aerial threats in conflicts around the globe.
Article Sources: https://usanewsgroup.com/2025/09/11/the-ai-defense-technology-developments-potentially-relevant-in-2025-26/
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SOURCES CITED:
1. https://thedefensepost.com/2025/11/21/us-military-technology-priorities/amp/
2. https://natlawreview.com/press-releases/global-and-european-unmanned-systems-market-outlook-2025-2035
3. https://industrytoday.co.uk/aerospace/artificial-intelligence-robotics-for-defense-market-size-to-reach-usd-50-billion-by-2035-at-89-cagr-due-to-rising-autonomous-defense-technologies
4. https://news.usni.org/2025/11/18/new-navy-unmanned-aqusition-office-could-oversee-up-to-66-programs-consolidate-6-peos
