Brand Intelligence Graph
Company Overview
About Shield AI
Shield AI is an American aerospace and defense technology company founded in 2015 by former Navy SEAL Brandon Tseng, his brother Ryan Tseng, and Andrew Reiter. Headquartered in San Diego, California, Shield AI develops AI-powered autonomous systems for military and defense applications. Its core products include the Hivemind autonomy software platform, the V-BAT vertical take-off and landing drone, and the X-BAT — the world's first AI-piloted VTOL fighter jet with a 2,000 nautical mile range.
Business Model & Competitive Advantage
Shield AI's business model centers on its Hivemind software platform, which enables aircraft and drones to execute autonomous missions in GPS-denied and communications-degraded environments without remote pilots. Hivemind accounted for approximately 30% of revenue in 2025, with a target of 50% software revenue by 2028. The company competes in the rapidly growing defense autonomy market alongside Anduril, Skydio, and traditional defense primes.
Competitive Landscape 2025–2026
In March 2026, Shield AI raised $2 billion in Series G funding led by Advent and JPMorgan, with Blackstone contributing $500M in preferred shares, valuing the company at $12.7 billion. Revenue reached approximately $300M in 2025, with projections exceeding $540M for 2026 (80%+ growth). Gary Steele was appointed as the new CEO in late 2025, signaling potential IPO readiness.
Recent Activity
View all →Material Event filed 2026-08-19
Two V-BATs sat on the deck aboard the Italian Coast Guard patrol vessel Dattilo, ready for a maritime surveillance mission run by Frontex, the European Border and Coast Guard Agency. Long before the aircraft reached Dattilo, Shield AI and Global Sat Tech, the operator, began working with the Italian Civil Aviation Authority (ENAC) to secure […]
This blog is the first in a series exploring the technologies and principles shaping the future of AI and autonomy. In a contested environment, yesterday’s software is rarely enough for tomorrow’s mission. Autonomy has to be adaptable by the operator as the mission changes. Historically, changing how an autonomous system behaves has meant changing its […]
Every piece of disruptive technology in history has a life story. For X-BAT, that story begins nearly forty years before its conception with the development of a unique propulsion technology. AVEN®, or the Axisymmetric Vectoring Exhaust Nozzle, is the thrust-vectoring engine nozzle that lets Shield AI’s X-BAT launch and land vertically without a runway. It […]
TAIPEI (August 6th 2026) — Shield AI and Taiwan’s National Chung-Shan Institute of Science and Technology (NCSIST) today announced the successful field demonstration of a coordinated autonomous search mission with three NCSIST Mighty Hornet III unmanned aerial vehicles (UAVs), resulting in a renewed partnership to continue development with Hivemind more broadly across the Institute. In less than three months, NCSIST engineers, supported by Shield AI, indigenously developed AI pilots […]
TAIPEI (July 29, 2026) — Shield AI and Thunder Tiger Corp. today announced the successful completion of Hivemind’s first multi-asset autonomous teaming demonstration on water, validating Shield AI’s Hivemind AI pilot aboard Thunder Tiger SeaShark unmanned surface vessels (USVs) in a coordinated mission. During the demonstration in Pingtung, Taiwan, Thunder Tiger’s SeaShark 600 and SeaShark […]
Material Event filed 2026-07-24
Honeywell Aerospace is building trusted autonomy for both commercial and defense platforms leveraging Shield AI software development kit FARNBOROUGH, United Kingdom (July 22, 2026) — Honeywell Aerospace (Nasdaq: HONA) and Shield AI, a leader in AI-powered mission autonomy, today announced a Memorandum of Understanding under which Honeywell Aerospace will develop a trusted autonomy software stack on Shield AI’s Hivemind Software […]
Key Differentiators
Strong Challenger
Shield AI is an established challenger with significant market presence and competitive offerings in Government Tech.
Frequently Asked Questions
Estimated Visibility Trend (Beta)
Simulated 8-week rolling score
Based on estimated brand signals. Historical tracking coming soon.
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