Market anchors

Every figure carries a publicly verifiable source. Ceilings are not-to-exceed; obligated dollars are noted where they differ.

DLA obligations (FY25)

$55.4B

FY2025dla.mil ↗

DIU JSDT prototype OTAs

ASI + Watchtower Labs

Jan 2026diu.mil ↗

Palantir Army Enterprise Agreement (ceiling)

$10B / 10 yr

Jul 2025army.mil ↗

Govini Ark SCRIPTS BPA (ceiling)

$919M / 10 yr

Apr 2025prnewswire.com ↗

Govini growth round (>$1B valuation)

$150M @ unicorn

Oct 2025cnbc.com ↗

Rune Technologies Series A

$24M (a16z, Point72)

Jul 2025businesswire.com ↗

Anduril valuation (May 2026)

$61B (Thrive + a16z)

May 2026bloomberg.com ↗

CMMC 2.0 Phase 1 effective

Effective

Nov 10, 2025wiley.law ↗

JWCC obligated to date

$3.9B+ task orders

FY2025 cumul.meritalk.com ↗

Tradewinds awards facilitated

$3.26B+ awards

Feb 2026tradewindai.com ↗

CDAO realigned under USD(R&E)

Memo signed

Aug 14, 2025ai.mil ↗

Claude + Llama in AWS GovCloud IL5

FedRAMP High + IL4/IL5

May 2025aws.amazon.com ↗

Ceiling values are not-to-exceed and not guaranteed spend. Figures sourced from public DoD press releases, GAO reports, GSA records, SEC filings and reputable industry press as of May 2026.