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 →CHICAGO (July 1, 2026) — Shield AI, the defense-tech company building the world’s best AI pilots and next-generation aircraft, today announced it is an official technology partner of 23XI Racing, one of the top teams competing in the NASCAR Cup Series team. As part of the partnership, Shield AI and 23XI Racing are integrating Shield AI’s Hivemind Benchmark, a software analytics tool […]
Jeff Mabry recently joined Shield AI as Head of V-BAT. We caught up with Jeff to discuss V-BAT’s operational success, Shield AI’s focus on safety, and the growing global demand for the aircraft. Can you introduce yourself and tell us a bit about your background? I grew up as a military brat and attended the U.S. Air Force Academy because I wanted to be an Air […]
When most people think of the Coast Guard, they probably imagine daring rescues like you see in the movies—hopefully helicopters flying through hurricanes, like in The Perfect Storm, though for many people, it’s probably just the five seconds we appear in Top Gun. While it may be the “forgotten service” from time to time, the Coast Guard punches far above its weight […]
WARSAW (June 23, 2026) — Shield AI, the defense-tech company building the world’s best AI pilots and next-generation aircraft, today announced that Poland’s Armament Agency has signed a contract for the acquisition of V-BAT vertical takeoff and landing (VTOL) unmanned aerial vehicles (UAVs) intended to support Polish Navy operations. The V-BAT force will be deployed aboard a Polish Navy vessel, providing maritime domain awareness and intelligence, surveillance, and reconnaissance (ISR) […]
SAN DIEGO (June 22, 2026) — Shield AI, the defense technology company building the world’s best AI pilots and next-generation aircraft, today announced the completion of its acquisition of Aechelon Technology, Inc, a leader in high-fidelity simulation, physics-based sensor modeling, and synthetic reality technologies. The transaction follows the successful close of Shield AI’s $2 billion strategic financing […]
WASHINGTON (June 17, 2026) — Shield AI, the defense technology company building the world’s best autonomous solutions and next-generation aircraft, has been awarded a production contract by the U.S. Air Force to implement Hivemind mission autonomy software for the Collaborative Combat Aircraft (CCA) program. The production award reflects the Air Force’s software-first approach to autonomy […]
PARIS (JUNE 17, 2026) — Shield AI, the U.S. defense technology company building the world’s best AI pilots and next-generation aircraft, today signed a strategic integration partnership with Spain’s UAV Navigation-Grupo Oesía, part of the Spanish multinational technology company Grupo Oesía and a specialist in guidance, navigation, and control (GNC) solutions for unmanned aerial vehicles. The partnership focuses on integrating Shield AI’s Hivemind autonomy software with UAV Navigation-Grupo Oesía systems so European customers can field more capable autonomous aircraft faster and […]
PARIS (June 16, 2026) — Shield AI and EFA GROUP today signed a strategic partnership agreement at the Eurosatory defense exhibition to strengthen Greece’s defense technology and industrial base. Under the agreement, Shield AI and EFA GROUP will collaborate to develop and integrate AI pilots for unmanned systems, using Shield AI’s Hivemind autonomy software as the baseline. EFA GROUP will contribute […]
PARIS (June 15, 2026) — Shield AI and Destinus have successfully demonstrated autonomous collaborative strike capabilities on the Destinus Hornet, an interceptor system designed for counter-UAS missions against loitering munitions, drone swarms, and hostile uncrewed threats at scale. The tests, conducted in Segovia, Spain, validated Shield AI’s Hivemind AI piloting abilities to support autonomy-enabled coordination […]
As part of the U.S. Marine Corps’ Aerial Logistics Connector (ALC) program that aims to provide logistics to distributed units in a contested environment, Shield AI, Airbus U.S. Space & Defense, L3Harris Technologies, and Parry Labs completed their fourth autonomous flight test period on the H145 helicopter. For the first time, the H145 flew with […]
ATHENS (June 2, 2026) – Shield AI today announced that the Hellenic Army has signed a procurement agreement to grow its fleet of V-BAT vertical takeoff and landing (VTOL) uncrewed aircraft systems (UAS) in support of Maritime Domain Awareness (MDA) operations across the Aegean Sea. The Hellenic Army currently uses the V-BAT to deliver intelligence, […]
Warfare today is increasingly defined by systems that can operate on the edge. Interest in autonomy for unmanned systems continues to grow, particularly for capabilities such as GPS- and comms-denied operations, autonomous mission execution, and teaming across platforms. While the case for autonomy is clear, committing to a larger autonomy effort upfront can still feel high-risk. Before […]
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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