AWS selects Anduril as preferred edge provider for national security

This partnership signals a critical pivot in the defense technology stack toward 'sovereign' edge computing. By embedding native AWS services directly into transportable frontline hardware, Anduril and Amazon are bypassing the latency and vulnerability of traditional centralized cloud connectivity in contested areas. For the broader streaming and data delivery ecosystem, this reflects a maturation of localized high-capacity processing that can handle massive imagery and sensor data without a persistent backhaul. This move strengthens Anduril's position as a 'neo-prime' contractor capable of scaling commercial-grade infrastructure for military use. Watch for the adoption rates of these edge-optimized services via the JWCC Marketplace as a metric for Pentagon infrastructure modernization.

The AWS designation follows an aggressive period of fiscal and strategic expansion for Anduril. Per Benzinga, May 2026, the company recently closed a $5 billion Series H funding round at a $61 billion valuation, positioning it to challenge traditional aerospace primes through vertical integration of software-defined mission stacks. This capital influx coincides with a surge in the global military AI market, which DataM Intelligence projected in June 2026 to grow from $9.82 billion in 2025 to over $41 billion by 2035. Industry analysts note that procurement priorities have shifted from lab-tested algorithms to hardware-software frameworks that can maintain 'decision dominance' in electronically denied environments.

Anduril has also established a network of tactical partnerships to bolster the Menace platform's utility. In May 2026, Booz Allen Hamilton integrated its Sit(x) coordination layer and zero-trust security solutions onto Menace hardware, per ExecutiveBiz. Simultaneously, Anduril and LMI launched a three-month Rapid Development Pilot for the U.S. Army's Next Generation Command and Control (NGC2) environment. This pilot, according to LMI, demonstrated the ability to deploy applications handling 'Secret' level data (Impact Level 6) in weeks rather than months, signaling a departure from traditional, multi-year procurement cycles in favor of continuous, mission-driven development.