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 →Building and testing the aircraft in the two states is projected to support about 9,800 American jobs by the early 2030s and add roughly $78 billion to the Newton and Seattle economies through 2046. NEWTON, Kan. and DES MOINES, Wash., (September 30, 2026) — Shield AI today named the two sites that will build and […]
Proxy Statement filed 2026-09-30
PORTSMOUTH, U.K. (September 28, 2026) – Shield AI, the defense-tech company building the world’s best AI pilots and next-generation aircraft, and Kraken Technology Group Ltd., a world-leading autonomous maritime company, announced today the successful demonstration of autonomous maritime teaming of Kraken’s high-performance, modular K3 SCOUT uncrewed surface vessel (USV) with the Hivemind AI pilot, Shield […]
After spending 25 years in defense acquisition, last month marked one year since I joined Shield AI. It feels like an appropriate time to reflect on our work on the U.S. Air Force’s Collaborative Combat Aircraft (CCA) program, what that work reveals about the changing role of software in defense, and how government and industry […]
On February 28, 2026, a Shahed-type one-way attack drone struck a radome at Naval Support Activity Bahrain, headquarters of the U.S. Fifth Fleet. No fatalities were reported, but the strike demonstrated how a relatively inexpensive UAS can damage high-value military infrastructure. The attack also points to a broader challenge for counter-UAS teams, particularly in Ukraine […]
This blog is part of a series exploring the technologies and principles shaping the future of simulation. A program office asks a fair question about an autonomous aircraft. How will it learn to handle a specific threat, in a specific place, against a specific sensor picture, when its link to the operator drops? Not in […]
Last month, Shield AI announced X-BAT was named the Official Autonomous Aircraft of America’s Game, pairing the world’s most advanced defense technology with college football’s oldest rivalry. To get in the Army-Navy spirit, we sat down with Shawna Moore (USMA ’18) and Andrew Cornelius (USNA ’09) to hear about their favorite gameday memories, reflections from active duty, and […]
KIELCE, Poland (September 9, 2026) — At a signing event yesterday at MSPO, the International Defence Industry Exhibition, Shield AI, Polska Grupa Zbrojeniowa S.A. (PGZ) and Wojskowe Zakłady Lotnicze nr 2 S.A. (WZL-2) signed a letter of intent to partner on the design, production and delivery of X-BAT, and on sustaining it in Poland. X-BAT […]
Material Event filed 2026-09-08
Weapons, weapons, weapons. War needs weapons. If you shoot a lot of missiles, you need to build more. If you drop a lot of bombs, you need to build more. Weapons kill the enemy. Kill the enemy and you seize terrain and accomplish your objective. A straightforward concept, easy to understand for any citizen, business […]
This blog is part of a series exploring the technologies and principles shaping the future of simulation. Simulation is a broad word. Perhaps too broad. Depending on who you ask, it can mean a desktop trainer, a fixed-base simulator, a full flight simulator, mission rehearsal, or a test environment for future systems. These are all […]
SAN DIEGO (September 1, 2026) — Shield AI today announced that L3Harris Technologies (NYSE: LHX) has licensed Shield AI’s Tracker Counter-Unmanned Aircraft System (Tracker C-UAS) to equip its VAMPIRE™ platform, creating an integrated counter-drone solution. The combined system provides passive, AI-powered drone detection and precision engagement, enabling operators to better detect, track, and defeat unmanned […]
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.
Similar Brands
Salesforce Nonprofit Cloud
Salesforce Nonprofit Cloud is a purpose-built CRM and fundraising platform from Salesforce (NYSE: CRM) designed specifically for nonprofit organizations — providing donor management, grant tracking, f
Bonterra
Bonterra was formed in 2021 through the consolidation of several leading nonprofit technology companies — including CyberGrants, EveryAction, Network for Good, and Social Solutions — backed by private
Blackbaud Raiser's Edge NXT
Blackbaud Raiser's Edge NXT is a cloud-based nonprofit fundraising and constituent relationship management platform developed by Blackbaud (NASDAQ: BLKB) — a Charleston, South Carolina-based social im
Municode
Municode is a Tallahassee, Florida-based government technology company founded in 1938 that has grown from a traditional municipal code publisher into a multi-product government digital services platf
Accela
Accela is a San Ramon, California-based government software company founded in 1999 and owned by Vista Equity Partners. The company provides cloud-based permitting, licensing, code enforcement, and in
NEOGOV
NEOGOV is an El Segundo, California-based human resources software company founded in 1999 that focuses exclusively on the public sector. The company provides an integrated HR and talent management pl
Compare Shield AI with Competitors
Side-by-side AI visibility scores, platform breakdown, and market position.
Claim This Profile
Are you from Shield AI? Claim your profile to see full AI mention excerpts, get weekly visibility change alerts, and optimize how AI systems describe your brand.
Claim Shield AI Profile →Track AI Visibility in Real Time
Monitor how ChatGPT, Gemini, Perplexity, and Claude mention Shield AI vs competitors. Get alerts when AI recommendations shift.
Start Free Tracking →