The AI Defense Technology Developments on the Rise in 2025-26

Issued on behalf of VisionWave Holdings, Inc.

VisionWave Holdings (NASDAQ: VWAV) is developing a toolkit of AI, sensing, and unmanned technologies, potentially leveraging international partnerships and a $50 million equity line, in a sector where established peers have reached multi-billion dollar valuations.

If you’ve been watching the news, you already know the battleﬁeld is transforming. Drones, AI, swarming tech… it all reads like sci-ﬁ until you catch a clip of a drone disabling a tank in Ukraine or a headline about militaries scrambling for new defenses.

The numbers are significant. The counter-UAS market alone is expected to grow to $14 billion by 2030[1]—growing at a projected 26.5% along the way.

India’s defense budget for 2025-26 exceeds $78 billion, with rising allocations for modernization and indigenous production, while Gulf nations continue to direct billions into advanced radar and air-defense programs[2],[3].

Even the U.S. government is fast-tracking AI and autonomy programs, recognizing that future conflicts won’t unfold the way the last one did.

For investors, this isn’t just arm-chair talk. When technology shifts the way wars are waged, some companies delivering the tools may become household names. However, identifying successful companies involves a significant risk and requires independent due diligence.

In moments like this, history has sometimes spotlighted the few companies that bring new solutions to the ﬁeld at exactly the right time.

They aren’t always the largest players at ﬁrst, but they may be the ones that contribute to the next chapter.

Enter VisionWave (NASDAQ:VWAV).

At first glance, it seemed like another defense-tech gamble.

But once you look where they’re focusing, who they’re partnering with, and how much groundwork they’ve already laid, you might realized this could be one of the few publicly traded plays that gives retail investors a front-row seat to this seismic shift in modern warfare.

VisionWave Holdings (NASDAQ: VWAV) is a U.S.-based defense technology company focused on AI-powered sensing, autonomy, counter-UAS, and RF imaging.

The company’s proprietary technologies include its branded Evolved Intelligence™ edge-autonomy platform and Vision-RF, a multi-patented system that transforms radio signals into real-time video.

VisionWave’s story is unusual. According to SEC filings[4], the company developed an intellectual property portfolio consisting of two granted patents and plans for four additional patent applications, focused on radio frequency-based computer vision systems[5].

This portfolio was valued at approximately $30 million in connection with an acquisition, though recorded at historical cost for accounting purposes[6]. It now underpins the product pipeline across unmanned vehicles, tactical platforms, and sensing systems.

Highlights That Showcase Recent Developments

Momentum has accelerated, and here’s what stands out:

Secured $50 million equity line to scale deployment and fund growth (subject to terms and conditions)[7]⁠
Scheduled live-fire radar demo in Abu Dhabi with a leading defense partner[8]
Advancing discussions in India on armored fleet upgrades and counter-UAS integration[9]
Announced a joint venture with AIPHEX to commercialize defense and space tech[10]
Filed trademark for Evolved Intelligence™ and sped up Radio Wave Finder patent response[11]

Taken together, VisionWave has quietly begun assembling the toolkit for tomorrow’s battlefield. By blending AI autonomy, advanced sensing, and potential international defense partnerships, the company is seeking to create a business model that can be seen in today’s headlines.

Technology at the Core

VisionWave Holdings (NASDAQ: VWAV) is not just lining up press releases. Behind the headlines is a suite of technologies that are being developed to potentially address certain needs.

Each category targets a potential gap that defense and homeland security agencies may seek to address.

Artificial Intelligence: At the center is the company’s proprietary AI engine, designed to power unmanned vehicles and remote weapon systems with real-time autonomy. The same engine is intended to enhance surveillance by transforming incomplete or low-quality visual data into actionable intelligence.
Sensing Technologies: VisionWave’s multi-patented Vision-RF is designed to convert radio signals into live video, potentially enabling detection of threats behind walls, underground, or in the air. Combined with high-resolution radar and super-resolution algorithms, the system aims to deliver LiDAR-like outputs with compact hardware.
Unmanned Vehicles: The company is developing air, ground, and sea platforms intended for endurance and sensitive data collection. These vehicles are engineered for military and homeland security missions where reliability under pressure is non-negotiable.
Tactical Platforms: VisionWave has developed a micro-ATV designed for special forces, law enforcement, and rapid medical deployments. It uses a quiet, all- electric drive system to move in rugged environments where stealth and maneuverability can decide the outcome.

Together, these technologies form a cohesive toolkit. They’re not piecemeal experiments but part of an integrated approach to edge autonomy, advanced sensing, and multi-domain operations.

How VisionWave (NASDAQ: VWAV) Stacks Up

When new technologies break through, investors often look for comparisons. They want to know which names have already carved out a place in the market, and how an emerging player might ﬁt into that story.

VisionWave Holdings (NASDAQ: VWAV) is still early, but it operates in a space where several high-profile companies have demonstrated market interest.

Palantir (NYSE: PLTR): Government-grade analytics at scale. Market cap over $390 billion (as of September 11, 2025[12].
AeroVironment (NASDAQ: AVAV): Drones and counter-UAS in active service. Q1 2026 revenue $454.7 million[13].
Anduril (private): Flagship autonomy prime. $30.5 billion valuation after its June 2025 round[14].
Kratos Defense (NASDAQ: KTOS): Tactical drones and unmanned systems. Q2 2025 revenue of over $350 billion[15].

These comparables show market interest for defense AI, autonomy, and counter-UAS. VisionWave is earlier in its journey and its future performance is uncertain.

Global Partnerships

One of the clearest ways to measure progress is to see who a company is working with.

VisionWave is engaging in discussions well beyond the United States.

In the UAE, the company is preparing a live-fire radar demo alongside a major Abu Dhabi defense partner. That kind of showcase puts VisionWave’s tech in front of an audience that is investing heavily in next-generation air defense.
In India, discussions are underway to align VisionWave technology with the country’s defense modernization programs . With India already committing hundreds of billions toward upgrades this decade, the opportunity is both near-term and long-term.
In Israel, VisionWave has entered a joint venture with AIPHEX to potentially commercialize technologies. The structure brings combat-proven technology into the fold and signals the company is not operating in isolation but instead alongside respected partners.

Together these partnerships make it clear: VisionWave is already testing on the world stage.

Financial Position

Retail investors often wonder if a small defense name has the capital to actually execute. VisionWave has announced a $50 million equity line which is subject to terms and conditions. What matters here is structure. The funds are earmarked to support scaling programs rather than patch legacy liabilities, which sets a cleaner runway for growth.

For investors, this means the company may have a funding pathway that could allow it to attempt to pursue contracts, partnerships, and product rollouts without constantly looking over its shoulder.

Leadership

Technology and capital are only part of the story. Execution comes down to people.

Noam Kenig (CEO): An award-winning founder and defense innovator with over 20 years in AI, autonomous systems, and defense technologies. He’s credited with building and scaling multiple companies, including Viooa Imaging (military- approved imaging systems) and AerialX (unmanned aerial systems with global defense partnerships.
Dr. Danny Rittman (CTO): A seasoned inventor with a PhD in Computer Science, deep expertise in AI, chip design, and quantum processors. He began in the Israeli Defense Forces (IDF) and has decades of experience leading advanced tech projects, including at Motorola and RIT Technologies (which went public on Nasdaq).
Erik Klinger (CFO): A growth-focused executive with M&A and capital markets depth. Former CEO of CIMfinity and CFO of Gopher Protocol, with Dartmouth and UCLA credentials.
Douglas Davis (Executive Chairman): 35+ years in tech and finance, previously CEO of public and private companies. Known for expertise in M&A, AI, robotics, and supply chain.

And also worth calling out:

Dr. Moshik Cohen (CEO of AIPHEX, JV partner with VWAV): A rocket scientist and Israeli defense technologist, with 25+ years across missile defense, semiconductors, and hyperscale AI. He’s described as a “world-leading” figure with programs fielded across multi-billion-dollar systems.

The Bottom Line

Defense is changing. Nations may seek to secure the technologies that could influence the next decade: AI, autonomy, and advanced sensing. VisionWave Holdings (NASDAQ: VWAV) is attempting to position itself with proprietary IP, potential international partnerships, and capital resources to scale.

The milestones in 2025 suggested potential momentum. The technology stack suggests depth. The leadership and partners suggest credibility. Together, these elements create a story that is still in its early chapters but already attracting attention although with significant uncertainties.

For investors who follow defense, autonomy, and next-generation security, this may be a name worth monitoring subject to independent research and professional growth.

Learn more and sign up for updates at https://vwav.inc/investor-relations/

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SOURCES CITED:

[1] https://www.marketsandmarkets.com/Market-Reports/anti-drone-market-177013645.html

[2] https://www.sipri.org/sites/default/files/2025-04/2504_fs_milex_2024.pdf

[3] https://www.ey.com/en_in/technical/alerts-hub/2025/02/budget-2025-defence-sector

[4] https://www.sec.gov/Archives/edgar/data/1845942/000173112225000420/e6437_s-4a2.htm

[5] https://www.prnewswire.com/news-releases/visionwave-and-aiphex-launch-jv-to-deliver-combat-proven-defense–space-technologies-302544933.html?utm_source=chatgpt.com

[6] https://www.sec.gov/Archives/edgar/data/2038439/000000000025002801/filename1.pdf

[7] https://www.prnewswire.com/news-releases/visionwave-secures-strategic-50-million-equity-line-to-accelerate-ai-driven-defense-platform-302514525.html

[8] https://www.prnewswire.com/news-releases/leading-live-fire-radar-demonstration-with-major-abu-dhabi-defense-partner-highlighting-next-generation-technology-and-showcasing-defense-capabilities-302521778.html

[9] https://www.prnewswire.com/news-releases/visionwave-advances-discussions-for-strategic-opportunities-in-indian-defense-modernization-programs-302535593.html

[10] https://www.prnewswire.com/news-releases/visionwave-and-aiphex-launch-jv-to-deliver-combat-proven-defense–space-technologies-302544933.html

[11] https://www.prnewswire.com/news-releases/visionwave-files-uspto-response-within-six-days-of-office-action-announce-evolved-intelligence-trademark-application-for-real-time-edge-autonomy-302533205.html