The $48B Autonomy Surge: Why Capital is Flooding the New ‘Physical AI’ Arsenal January 07, 2026 - Baystreet.ca Issued on behalf of VisionWave Holdings, Inc. VANCOUVER – Baystreet.ca News Commentary – The global defense landscape is undergoing a massive digital overhaul, with the artificial intelligence in aerospace and defense market projected to reach $48.76 billion by 2029 as budgets prioritize autonomous operations and data-driven decision systems[1]. This federal commitment has deepened through a $500 million FEMA grant program and sweeping counter-drone authorities enacted under the FY 2026 NDAA[2]. This strategic pivot toward secure, mission-ready autonomous hardware drives the 2026 investment case for VisionWave Holdings, Inc. (NASDAQ: VWAV), Lockheed Martin (NYSE: LMT), AeroVironment, Inc. (NASDAQ: AVAV), Aeva Technologies, Inc. (NASDAQ: AEVA), and HII (NYSE: HII). Industry leaders are now converging on "Physical AI" development, deploying robots that interact with the world through artificial intelligence and sensor fusion across defense and autonomous platforms[3]. To support this transition, the recent legislative overhaul establishes a coordinated federal airspace shield designed to synchronize security across both defense and homeland security agencies[4]. This convergence of regulatory support and technological innovation is turning the "action gap" between sensing a threat and responding to it into a primary catalyst for the next decade of defense modernization. VisionWave Holdings Inc. (NASDAQ: VWAV) has executed a major strategic expansion with the acquisition of QuantumSpeed™, a pre-commercial computational engine designed to drastically reduce decision latency in defense systems. Supported by a $99.6 million independent valuation by BDO Consulting Group, this technology targets the critical split-second processing gap in modern warfare where standard computing is often too slow. The acquisition brings a proprietary "Hybrid Successive Approximation" framework intended to compress threat evaluation timelines from minutes into seconds. The transaction includes 3,000,000 common shares and a $10 million promissory note, reflecting insider confidence in the technology's scalability. "We believe this acquisition has the potential to contribute to redefining the time dimension of intelligence," said Douglas Davis, Executive Chairman of VisionWave. "In modern defense and autonomous operations, the value of data decays exponentially with every second of latency. QuantumSpeed targets the 'action gap' between sensing a threat and responding to it." While currently in the proof-of-concept phase, the operational goal is clear. VisionWave aims to enable radar systems to assess complex signal environments instantly and allow autonomous platforms to dynamically re-plan missions under contested conditions. "Every advanced system today eventually runs into the same wall: computation takes too long," added Dr. Danny Rittman, VisionWave CTO. "QuantumSpeed is designed to break that wall - not by adding more hardware, but by changing how computation itself is approached." This high-speed processing power complements the company's newly strengthened intellectual property portfolio. VisionWave recently announced the issuance of U.S. Patent No. 12,499,578, titled "Systems and Methods of Real-Time Movement, Position Detection, and Imaging," securing enforceable protection for its core RF imaging and AI platform. This patent solidifies the proprietary tech behind Argus, the company's space-enabled counter-drone system. The IP strategy now targets Argus's core architecture, including the SkyWeave high-frequency communications backbone essential for detection, tracking, and engagement. Momentum continues across the fleet. The recent acquisition of Solar Drone, a subsidiary of BladeRanger, provides access to massive solar markets in the U.S. and Europe. This follows a successful 100-day proof-of-concept with DB InfraGO AG, validating the tech for critical infrastructure. Additionally, VisionWave is advancing a potential £500,000 program with Evie Autonomous to enhance multi-sensor fusion in its "Varan" Unmanned Ground Vehicles. By combining the "eyes" of its patented RF imaging, the "brain" of QuantumSpeed, and the "body" of robotic platforms, VisionWave is building a multi-domain autonomy ecosystem. The company plans to fund up to $10 million in U.S. development over the next 6-12 months to push QuantumSpeed toward production readiness. CONTINUED… Read this and more news for VisionWave Holdings at: https://usanewsgroup.com/2025/09/11/the-ai-defense-technology-developments-potentially-relevant-in-2025-26/ Lockheed Martin (NYSE: LMT) signed a landmark framework agreement with the U.S. Department of War to rapidly accelerate PAC-3 MSE interceptor production from approximately 600 to 2,000 units annually under a seven-year commitment supporting U.S. forces, allies and partner nations. The agreement reflects the Department of War's Acquisition Transformation Strategy, introducing long-term demand certainty that enables industry investment and drives operational efficiencies while the company delivered 620 PAC-3 MSEs in 2025, exceeding the previous year by more than 20 percent. "We appreciate the Department of War's leadership in advancing acquisition reform," said Jim Taiclet, Chairman, President and CEO of Lockheed Martin. "This first-of-its-kind approach builds on years of advocacy and collaboration to bring commercial practices to major acquisition programs." The initiative will more than triple Lockheed Martin's production capacity and add thousands of American jobs across the defense supply chain. Following recent real-world operations, global demand for PAC-3 MSE interceptors continues to grow, positioning the program to strengthen resilience and anti-fragility of the U.S. defense industrial base through sustained production at scale. PteroDynamics and AeroVironment, Inc. (NASDAQ: AVAV) recently collaborated for a demonstration at Silent Swarm 25, hosted by the Naval Surface Warfare Center Crane Division at the Alpena Combat Readiness Training Center in Michigan. The companies integrated multiple industry-leading Electronic Warfare sensors from AeroVironment on the PteroDynamics P4 Transwing autonomous VTOL unmanned aircraft system, with the equipped aircraft successfully completing three scenarios in operationally relevant, multi-domain environments observing, detecting, and effecting various representative threats throughout the theater to inform future U.S. Navy operations for littoral surveillance. "Our open, interoperable EW systems are strategically engineered to reduce payload integration timelines for airborne, maritime, and ground ISR platforms, helping us meet unique mission needs with speed and scale," said Conrad Smith, General Manager of Electronic Warfare Systems at AeroVironment, Inc. "By participating in events, like Silent Swarm 25, and innovating alongside other industry leaders, like PteroDynamics, we are expanding mission-critical capabilities for the U.S. Navy." AeroVironment delivers open-architecture EW chassis and sensors to support mission planning and awareness, with tactical solutions designed and developed for a full spectrum of readiness capabilities. The Transwing platform's compact footprint, rapid transition capability, and highly efficient wing-borne flight enable operations from confined or remote locations without runways, making it an ideal platform for maritime littoral operations when equipped with AeroVironment's Electronic Warfare capabilities. Aeva Technologies, Inc. (NASDAQ: AEVA) introduced its Omni sensor at CES 2026, marking the industry's first compact wide-view short-range 4D LiDAR sensor for physical AI applications. Developed in partnership with LG Innotek, Omni delivers panoramic 360-degree horizontal and 90-degree vertical field of view coverage, enabling full-scene perception for autonomous vehicles, drones, defense applications, robotics, warehouse automation, and smart infrastructure with up to 80 meters of range in a compact 85mm diameter form factor. "Aeva Omni extends the reach of our chip-based FMCW perception platform into a class of applications where wide-view awareness and reliable 360-degree near range performance in a compact form factor are essential," said Mina Rezk, Co-Founder and CTO of Aeva Technologies, Inc. “From autonomous mobile robots and vehicles, to drones and unmanned ground vehicles, and next-generation smart infrastructure, Omni provides a new level of safety and capability by delivering high-resolution perception across an exceptionally wide field of view.” Built on Aeva's proprietary Frequency Modulated Continuous Wave technology, Omni provides simultaneous velocity and position detection while maintaining immunity to interference from sunlight and other LiDAR sensors. The sensor will be available in second half of 2026 for early customer pilots, with production targeted in 2027. HII (NYSE: HII) hosted Secretary of War Pete Hegseth at its Newport News Shipbuilding division as part of his "Arsenal of Freedom" industry tour, showcasing serial-module production capabilities for Columbia-class and Virginia-class submarines. With more than 40 ships at Ingalls and NNS in active construction or modernization, HII has measurably increased hiring and retention while improving workforce proficiency levels across its 44,000 employees yielding meaningful gains in shipbuilding throughput. "Speed matters. Over the past year, in partnership with our government customers, we've taken steps to measurably increase our hiring, grow our retention, and most importantly, improve proficiency levels within our workforce," said Chris Kastner, CEO and President of HII. "Every improvement in our operations, every efficiency we unlock, every day we reduce from a schedule translates directly into capability the Navy can deploy to the front line of deterrence and defense." HII recently embarked on a distributed shipbuilding initiative partnering with 23 shipyards and fabricators to improve schedule adherence while forging international partnerships to expand capacity. As the nation's largest military shipbuilder and largest producer of unmanned underwater vehicles for the U.S. Navy, HII delivers critical capabilities extending from ships to unmanned systems, cyber, ISR, AI/ML and synthetic training. Article Sources: https://usanewsgroup.com/2025/09/11/the-ai-defense-technology-developments-potentially-relevant-in-2025-26/ CONTACT: Baystreet.ca [email protected] (805) 649-0042 DISCLAIMER: Nothing in this publication should be considered as personalized ?nancial advice. We are not licensed under securities laws to address your particular ?nancial situation. No communication by our employees to you should be deemed as personalized ?nancial advice. Please consult a licensed ?nancial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor quali?ed to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Baystreet.ca is owned by Baystreet.ca Media Corp. (“BAY”). This article is being distributed for Market IQ Media Group, Inc. (“MIQ”), who has been paid a fee for VisionWave Holdings, Inc. advertising and digital media from the company directly. BAY has not been paid a fee for VisionWave Holdings, Inc. advertising and digital media from the company directly, but the owner/operators of MIQ also co-owns BAY. There may be 3rd parties who may have shares VisionWave Holdings, Inc., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a con?ict of interest as to our ability to remain objective in our communication regarding the pro?led company. Because of this con?ict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ/BAY owns shares of VisionWave Holdings, Inc. which were purchased in the open market. MIQ reserves the right to buy and sell, and will buy and sell shares of VisionWave Holdings, Inc. at any time thereafter without any further notice. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given. This is a paid advertisement. We own shares of the mentioned company that we will sell, and we also reserve the right to buy shares of the company in the open market, or through other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. We rely on publicly available information and representations made by the issuer. Individuals should assume that all information contained in our newsletter is not trustworthy unless veri?ed by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment. This publication may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on current expectations and beliefs and involve risks and uncertainties that could cause actual results to differ materially from those described. Forward-looking statements in this document are subject to risks and uncertainties, including technological, regulatory, market, and geopolitical factors, which may cause actual results to differ materially. VisionWave Holdings, Inc. makes no representations or warranties as to the accuracy of third-party projections or market data cited herein. For more information on risks, see VisionWave Holdings, Inc.'s filings with the SEC. -- SOURCES CITED: 1. https://www.globenewswire.com/news-release/2026/01/06/3213899/28124/en/Artificial-Intelligence-AI-in-Aerospace-and-Defense-Global-Research-Report-2025-Opportunities-in-Rising-Demand-for-Autonomous-Operations-Predictive-Maintenance-and-Data-driven-Deci.html 2. https://dronelife.com/2026/01/04/fema-awards-250-million-counter-uas-grant-for-fifa-world-cup-security/ 3. https://semiengineering.com/physical-ai-takes-functional-safety-cues-from-automotive/ 4. https://dronelife.com/2025/12/09/ndaa-fy-2026-key-counter-uas-provisions-explained/
The $48B Autonomy Surge: Why Capital is Flooding the New ‘Physical AI’ Arsenal January 07, 2026 - Baystreet.ca Issued on behalf of VisionWave Holdings, Inc. VANCOUVER – Baystreet.ca News Commentary – The global defense landscape is undergoing a massive digital overhaul, with the artificial intelligence in aerospace and defense market projected to reach $48.76 billion by 2029 as budgets prioritize autonomous operations and data-driven decision systems[1]. This federal commitment has deepened through a $500 million FEMA grant program and sweeping counter-drone authorities enacted under the FY 2026 NDAA[2]. This strategic pivot toward secure, mission-ready autonomous hardware drives the 2026 investment case for VisionWave Holdings, Inc. (NASDAQ: VWAV), Lockheed Martin (NYSE: LMT), AeroVironment, Inc. (NASDAQ: AVAV), Aeva Technologies, Inc. (NASDAQ: AEVA), and HII (NYSE: HII). Industry leaders are now converging on "Physical AI" development, deploying robots that interact with the world through artificial intelligence and sensor fusion across defense and autonomous platforms[3]. To support this transition, the recent legislative overhaul establishes a coordinated federal airspace shield designed to synchronize security across both defense and homeland security agencies[4]. This convergence of regulatory support and technological innovation is turning the "action gap" between sensing a threat and responding to it into a primary catalyst for the next decade of defense modernization. VisionWave Holdings Inc. (NASDAQ: VWAV) has executed a major strategic expansion with the acquisition of QuantumSpeed™, a pre-commercial computational engine designed to drastically reduce decision latency in defense systems. Supported by a $99.6 million independent valuation by BDO Consulting Group, this technology targets the critical split-second processing gap in modern warfare where standard computing is often too slow. The acquisition brings a proprietary "Hybrid Successive Approximation" framework intended to compress threat evaluation timelines from minutes into seconds. The transaction includes 3,000,000 common shares and a $10 million promissory note, reflecting insider confidence in the technology's scalability. "We believe this acquisition has the potential to contribute to redefining the time dimension of intelligence," said Douglas Davis, Executive Chairman of VisionWave. "In modern defense and autonomous operations, the value of data decays exponentially with every second of latency. QuantumSpeed targets the 'action gap' between sensing a threat and responding to it." While currently in the proof-of-concept phase, the operational goal is clear. VisionWave aims to enable radar systems to assess complex signal environments instantly and allow autonomous platforms to dynamically re-plan missions under contested conditions. "Every advanced system today eventually runs into the same wall: computation takes too long," added Dr. Danny Rittman, VisionWave CTO. "QuantumSpeed is designed to break that wall - not by adding more hardware, but by changing how computation itself is approached." This high-speed processing power complements the company's newly strengthened intellectual property portfolio. VisionWave recently announced the issuance of U.S. Patent No. 12,499,578, titled "Systems and Methods of Real-Time Movement, Position Detection, and Imaging," securing enforceable protection for its core RF imaging and AI platform. This patent solidifies the proprietary tech behind Argus, the company's space-enabled counter-drone system. The IP strategy now targets Argus's core architecture, including the SkyWeave high-frequency communications backbone essential for detection, tracking, and engagement. Momentum continues across the fleet. The recent acquisition of Solar Drone, a subsidiary of BladeRanger, provides access to massive solar markets in the U.S. and Europe. This follows a successful 100-day proof-of-concept with DB InfraGO AG, validating the tech for critical infrastructure. Additionally, VisionWave is advancing a potential £500,000 program with Evie Autonomous to enhance multi-sensor fusion in its "Varan" Unmanned Ground Vehicles. By combining the "eyes" of its patented RF imaging, the "brain" of QuantumSpeed, and the "body" of robotic platforms, VisionWave is building a multi-domain autonomy ecosystem. The company plans to fund up to $10 million in U.S. development over the next 6-12 months to push QuantumSpeed toward production readiness. CONTINUED… Read this and more news for VisionWave Holdings at: https://usanewsgroup.com/2025/09/11/the-ai-defense-technology-developments-potentially-relevant-in-2025-26/ Lockheed Martin (NYSE: LMT) signed a landmark framework agreement with the U.S. Department of War to rapidly accelerate PAC-3 MSE interceptor production from approximately 600 to 2,000 units annually under a seven-year commitment supporting U.S. forces, allies and partner nations. The agreement reflects the Department of War's Acquisition Transformation Strategy, introducing long-term demand certainty that enables industry investment and drives operational efficiencies while the company delivered 620 PAC-3 MSEs in 2025, exceeding the previous year by more than 20 percent. "We appreciate the Department of War's leadership in advancing acquisition reform," said Jim Taiclet, Chairman, President and CEO of Lockheed Martin. "This first-of-its-kind approach builds on years of advocacy and collaboration to bring commercial practices to major acquisition programs." The initiative will more than triple Lockheed Martin's production capacity and add thousands of American jobs across the defense supply chain. Following recent real-world operations, global demand for PAC-3 MSE interceptors continues to grow, positioning the program to strengthen resilience and anti-fragility of the U.S. defense industrial base through sustained production at scale. PteroDynamics and AeroVironment, Inc. (NASDAQ: AVAV) recently collaborated for a demonstration at Silent Swarm 25, hosted by the Naval Surface Warfare Center Crane Division at the Alpena Combat Readiness Training Center in Michigan. The companies integrated multiple industry-leading Electronic Warfare sensors from AeroVironment on the PteroDynamics P4 Transwing autonomous VTOL unmanned aircraft system, with the equipped aircraft successfully completing three scenarios in operationally relevant, multi-domain environments observing, detecting, and effecting various representative threats throughout the theater to inform future U.S. Navy operations for littoral surveillance. "Our open, interoperable EW systems are strategically engineered to reduce payload integration timelines for airborne, maritime, and ground ISR platforms, helping us meet unique mission needs with speed and scale," said Conrad Smith, General Manager of Electronic Warfare Systems at AeroVironment, Inc. "By participating in events, like Silent Swarm 25, and innovating alongside other industry leaders, like PteroDynamics, we are expanding mission-critical capabilities for the U.S. Navy." AeroVironment delivers open-architecture EW chassis and sensors to support mission planning and awareness, with tactical solutions designed and developed for a full spectrum of readiness capabilities. The Transwing platform's compact footprint, rapid transition capability, and highly efficient wing-borne flight enable operations from confined or remote locations without runways, making it an ideal platform for maritime littoral operations when equipped with AeroVironment's Electronic Warfare capabilities. Aeva Technologies, Inc. (NASDAQ: AEVA) introduced its Omni sensor at CES 2026, marking the industry's first compact wide-view short-range 4D LiDAR sensor for physical AI applications. Developed in partnership with LG Innotek, Omni delivers panoramic 360-degree horizontal and 90-degree vertical field of view coverage, enabling full-scene perception for autonomous vehicles, drones, defense applications, robotics, warehouse automation, and smart infrastructure with up to 80 meters of range in a compact 85mm diameter form factor. "Aeva Omni extends the reach of our chip-based FMCW perception platform into a class of applications where wide-view awareness and reliable 360-degree near range performance in a compact form factor are essential," said Mina Rezk, Co-Founder and CTO of Aeva Technologies, Inc. “From autonomous mobile robots and vehicles, to drones and unmanned ground vehicles, and next-generation smart infrastructure, Omni provides a new level of safety and capability by delivering high-resolution perception across an exceptionally wide field of view.” Built on Aeva's proprietary Frequency Modulated Continuous Wave technology, Omni provides simultaneous velocity and position detection while maintaining immunity to interference from sunlight and other LiDAR sensors. The sensor will be available in second half of 2026 for early customer pilots, with production targeted in 2027. HII (NYSE: HII) hosted Secretary of War Pete Hegseth at its Newport News Shipbuilding division as part of his "Arsenal of Freedom" industry tour, showcasing serial-module production capabilities for Columbia-class and Virginia-class submarines. With more than 40 ships at Ingalls and NNS in active construction or modernization, HII has measurably increased hiring and retention while improving workforce proficiency levels across its 44,000 employees yielding meaningful gains in shipbuilding throughput. "Speed matters. Over the past year, in partnership with our government customers, we've taken steps to measurably increase our hiring, grow our retention, and most importantly, improve proficiency levels within our workforce," said Chris Kastner, CEO and President of HII. "Every improvement in our operations, every efficiency we unlock, every day we reduce from a schedule translates directly into capability the Navy can deploy to the front line of deterrence and defense." HII recently embarked on a distributed shipbuilding initiative partnering with 23 shipyards and fabricators to improve schedule adherence while forging international partnerships to expand capacity. As the nation's largest military shipbuilder and largest producer of unmanned underwater vehicles for the U.S. Navy, HII delivers critical capabilities extending from ships to unmanned systems, cyber, ISR, AI/ML and synthetic training. Article Sources: https://usanewsgroup.com/2025/09/11/the-ai-defense-technology-developments-potentially-relevant-in-2025-26/ CONTACT: Baystreet.ca [email protected] (805) 649-0042 DISCLAIMER: Nothing in this publication should be considered as personalized ?nancial advice. We are not licensed under securities laws to address your particular ?nancial situation. No communication by our employees to you should be deemed as personalized ?nancial advice. Please consult a licensed ?nancial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor quali?ed to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Baystreet.ca is owned by Baystreet.ca Media Corp. (“BAY”). This article is being distributed for Market IQ Media Group, Inc. (“MIQ”), who has been paid a fee for VisionWave Holdings, Inc. advertising and digital media from the company directly. BAY has not been paid a fee for VisionWave Holdings, Inc. advertising and digital media from the company directly, but the owner/operators of MIQ also co-owns BAY. There may be 3rd parties who may have shares VisionWave Holdings, Inc., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a con?ict of interest as to our ability to remain objective in our communication regarding the pro?led company. Because of this con?ict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ/BAY owns shares of VisionWave Holdings, Inc. which were purchased in the open market. MIQ reserves the right to buy and sell, and will buy and sell shares of VisionWave Holdings, Inc. at any time thereafter without any further notice. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given. This is a paid advertisement. We own shares of the mentioned company that we will sell, and we also reserve the right to buy shares of the company in the open market, or through other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. We rely on publicly available information and representations made by the issuer. Individuals should assume that all information contained in our newsletter is not trustworthy unless veri?ed by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment. This publication may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on current expectations and beliefs and involve risks and uncertainties that could cause actual results to differ materially from those described. Forward-looking statements in this document are subject to risks and uncertainties, including technological, regulatory, market, and geopolitical factors, which may cause actual results to differ materially. VisionWave Holdings, Inc. makes no representations or warranties as to the accuracy of third-party projections or market data cited herein. For more information on risks, see VisionWave Holdings, Inc.'s filings with the SEC. -- SOURCES CITED: 1. https://www.globenewswire.com/news-release/2026/01/06/3213899/28124/en/Artificial-Intelligence-AI-in-Aerospace-and-Defense-Global-Research-Report-2025-Opportunities-in-Rising-Demand-for-Autonomous-Operations-Predictive-Maintenance-and-Data-driven-Deci.html 2. https://dronelife.com/2026/01/04/fema-awards-250-million-counter-uas-grant-for-fifa-world-cup-security/ 3. https://semiengineering.com/physical-ai-takes-functional-safety-cues-from-automotive/ 4. https://dronelife.com/2025/12/09/ndaa-fy-2026-key-counter-uas-provisions-explained/