QUICK HITS

  • New E.O. reshapes oversight: Broad criteria for contractor under-performance to include innsufficient capital investment & production speed.

  • Pentagon AI adoption surges: GenAI.mil is the go‑to platform of five military branches and includes 1.1 million unique users.

  • Golden Dome ambitions: Check out these ways that contractors are collaborating on the next‑gen defense shield.

  • NITAAC cancels CIO-SP4. The decision is a result of 350+ protests.

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DEFENSE & AEROSPACE

House passes defense bill to end shutdown.

The House narrowly approved the $839B defense spending bill, ending the brief government shutdown with a 217–214 vote. The measure restores full Pentagon funding, including $8.4B more than the Pentagon’s request…though DHS gets only a two‑week extension.

Strategic mineral stockpiles reshape U.S. supply chain security.

The U.S. is shifting from efficiency‑driven, just‑in‑time logistics to long‑term resilience as concentrated supply chains put national security at risk. With Project Vault mobilizing $10B in EXIM financing and $1.67B in private investment to stockpile 50+ critical minerals, Washington is treating industrial inputs as strategic assets rather than commodities.

Army advances a hyperconnected, multi-path tactical network.

The Army is pursuing a β€œhyperconnected” transport layer that integrates line‑of‑sight radios, 5G, troposcatter, and multi‑orbit SATCOM to push more data to the tactical edge, even as autonomous systems add thousands of nodes.

ICYMI:

  • USAF RFI: Environmental Monitoring Commercial Data, Services.

  • Army RFI: Low Code/No Code App Ecosystem for Logistics, Finance.

  • Why SOCOM is ditching high-tech platforms for DIY β€œkamikaze” drones.

  • Army halts VECTOR toolβ€”for now. Unapproved AI prompts compliance review.

Defense Contract Awards

  • Gauntlet competition begins: Pentagon selects 25 attack‑drone vendors.

  • AECOM-Baker Atlantic Planning JV inked a $95M USN A-E Services deal.

  • Oracle won an $88M USAF Cloud One Program contract.

  • Raytheon to develop advanced maritime defense technologies for DARPA.

Follow the Defense Leaders

  • The senate confirmed USAF’s new Vice Chief of Staff.

  • Senate confirms a new Vice Adm. to oversee the submarine portfolio.

  • New leadership team appointed for OUSW(R&E) critical tech areas.

  • Valkyrie Enterprises has a new CEO.

Defense Job Openings

CHART

Army MAPS Radmap to Acquisition. Check out the full slide deck with Robert Tuner on LinkedIn.

INTEL COMMUNITY

NRO declassifies Cold War intelligence satellite program.

The NRO has formally declassified aspects of its Cold War–era β€œJumpseat” surveillance program, revealing how satellites launched between 1971 and 1987 collected critical signals intelligence from highly elliptical orbits. The agency concluded the disclosure poses no risk to current systems and provides historical insight into early space‑based reconnaissance.

Inside the $35B plan to track hypersonic missiles from space.

U.S. intelligence and defense agencies are fast-tracking a $3.5 billion satellite constellation designed to eliminate the "blind spots" currently exploited by hypersonic missiles. By deploying an interconnected mesh of sophisticated sensors in LEO, the I.C. aims to provide real-time, persistent tracking data that allows for the interception of maneuverable threats before they can evade traditional radar.

ICYMI:

  • NGA RFI: Foundation Sustainment Support Software & Integration (FS3i).

  • Multiple contractors secured a spot on the $561M WHS MAC contract.

  • CYBERCOM named its Deputy Commander.

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CIVILIAN

Cyber authorities lapse again amid partial shutdown.

The brief partial shutdown has once again caused two key cybersecurity authoritiesβ€”CISA 2015 and the State and Local Cybersecurity Grant Program, to expire, leaving federal and state cyber efforts in a holding pattern. With DHS funding still unresolved, these programs remain vulnerable to broader budget negotiations.

A DOE-run national lab is piloting xAI’s Grok.

The DOE and HHS are facing backlash after agency inventories revealed they are piloting xAI’s "Grok" chatbot for research and administrative tasks. Advocacy groups are now demanding a suspension of these "Grok for Government" contracts, citing concerns over biased outputs and the chatbot's controversial reputation.

FedRAMP advances modernization as agencies gear up for 20x.

FedRAMP is finally shaking off its backlog, cutting review times from a year to under 30 days as it pivots toward its faster, cheaper β€œFedRAMP 20x” model. After stabilizing agency budgets, leaders are now reengaging to push modernization.

ICYMI:

Civilian Contracts Awards

  • SOSi secured an $875M DOJ Court Interpretation Services deal.

  • CGI Federal booked a $27M VA FMBT iFAMS Migration contract.

  • Kwaan Bear IT Solutions won a $6M DOS Policy, Planning contract.

  • Leading Solutions got a $252K USN Logistics, Admin Support Services deal.

Follow Civilian Leaders

Civilian Job Openings

M&A CORNER

SpaceX to acquire xAI in record-setting deal valued at $1T+.

In a historic move to create an integrated AI and space exploration titan, SpaceX has acquired xAI in a record-setting deal that values the combined entity at over $1 trillion. SpaceX said that the acquisition was driven by expectations that global demand for AI computing will soon outpace available electricity and cooling capacity on Earth.

Nava acquires Beam to expand modern benefits delivery.

Nava is boosting its govtech capabilities by acquiring Beam, an 11‑person team whose platform has already delivered $400M in aid across 39 states. Nava will fold Beam’s case management, claims, and payment tools into its open‑source Strata stack, aiming to help agencies modernize benefits faster.

Auria expands C3 capabilities with BCubed acquisition.

Auria has acquired BCubed to strengthen its software‑defined C3 portfolio, adding more than 500 employees across multiple locations and enhancing integrated space, ground, and tactical operations. The move broadens its ability to support faster decision‑making and resilient mission execution.

SHOWER THOUGHTS 🚿

  1. French investigators raid X offices: Musk summoned over deepfake and child abuse‑image investigation. SOURCEβ†—οΈŽ

  2. Did the β€œMagnificent Seven’s” mid-life crisis turn your portfolio red? The Nasdaq dove 1.4% as investors panicked, hammering Nvidia and Microsoft in a massive rotation into gold and silver. SOURCEβ†—οΈŽ

  3. Ultra‑processed foods: Study says they’re engineered like cigarettes. SOURCEβ†—οΈŽ

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