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Drones: Industry & Defence
15JUN

Drone Dominance Gauntlet opens 8 June

1 min read
11:15UTC

The Pentagon's Drone Dominance Phase 2 Gauntlet Stage 1 runs from Monday 8 June to Saturday 20 June at Camp Grayling, Michigan, pitting startups, FPV racers and two Ukrainian firms against a programme a heritage prime now shapes.

TechnologyDeveloping

The Pentagon Drone Dominance Phase 2 Gauntlet Stage 1 opened on Monday 8 June at Camp Grayling, Michigan, running until Saturday 20 June 1. The field includes FPV (first-person-view) racing veterans, two Ukrainian entrants, and the Phase 1 standouts Skycutter, which scored 99.3 out of 100, and Neros on 87.5. Phase 1 had made the programme look startup-only.

That picture changed when Northrop Grumman was selected to arm 200,000 FPV attack drones with a common payload by 2027 . The Gauntlet now runs inside an architecture a heritage prime helps define, even as hobbyists and small firms supply the airframes. Britain faces the same question in parallel, with BAE Systems, Tekever and Thales drawn into the Project NYX concept-demonstrator phase .

Early preferment compounds. The same dynamic put Anduril's Lattice at the centre of US counter-drone command and control; whoever holds the interface shapes everything built to it. Whether Phase 2 lets a startup, or a Ukrainian entrant, place against that backdrop is the open test Stage 1 begins to settle when it closes on 20 June.

Deep Analysis

In plain English

The Pentagon is spending $1.1 billion to buy more than 300,000 attack drones by 2027. These are small aircraft that fly to a target and destroy themselves on impact, similar to what Ukraine and Russia have been using in the war. The Pentagon called its procurement programme Drone Dominance and is running a competitive fly-off to select suppliers. Phase 1 selected 11 vendors. Phase 2 is now underway, with Stage 1 running 8-20 June at Camp Grayling, a military training base in Michigan. Competitors include Phase 1 winner Skycutter, Phase 1 runner-up Neros, two Ukrainian firms, and FPV drone-racing specialists who have adapted their sport skills for military use. Northrop Grumman, a major traditional defence company, was separately chosen to design a standard warhead and fuze module that all the competing drones will need to carry.

First Reported In

Update #11 · Ukraine starts exporting the factory

TechTimes· 7 Jun 2026
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Different Perspectives
DroneShield / Australian C-UAS sector
DroneShield / Australian C-UAS sector
DroneShield is simultaneously embedded in a US prime's fielded kill chain, selected for the world's largest civil C-UAS deployment, and navigating an open ASIC probe with a first-strike AGM vote on record. Strengthening commercial fundamentals and an unsettled boardroom are running in parallel at exactly the moment US buyers weigh supplier stability.
Ukraine / combat-data exporters
Ukraine / combat-data exporters
Ukrainian firms entered Pentagon Drone Dominance Phase 2 alongside Skycutter (ID:3988), and Red Cat's formal Spetstechnoexport partnership (ID:3987) carries Black Widow to Japan. Combat-proven data is the export Ukraine can monetise while its domestic export ban blocks hardware sales to Gulf states spending millions per salvo on less-proven alternatives.
Anduril investors
Anduril investors
Bernstein Research's Douglas Harned placed the 27-times-revenue multiple in the context of enterprise-software platform primes: the buyer prices a future monopoly on the Lattice software layer, not 2026 earnings. The Helsing Flytrap result and Phase 1 shortfall are the first live tests of those assumptions since the $61 billion valuation closed.
Helsing / European defence-AI sector
Helsing / European defence-AI sector
Helsing's 88% GPS-denied hit rate at Pabrade is its first US Army validation credential, arriving alongside an $18 billion valuation and a Bundestag €1.46 billion framework. Nordic, Baltic, and Central European defence ministries now have a US-scored European alternative to reference in procurement without waiting for a US programme of record.
Pentagon / Defense Innovation Unit
Pentagon / Defense Innovation Unit
The DIU's own programme managers characterised the 43% acceptance rate as within the expected curve for a first-generation industrial ramp. Phase 2's tighter price caps and Chinese-component deadline signal the programme is accelerating supplier-quality selection, not retreating from the 300,000-drone target.
Denmark (host nation)
Denmark (host nation)
Denmark accepted Fire Point's Skrydstrup plant after committing to bilateral defence co-production at the B9 Nordic summit in May; the facility sits beside a Danish F-35 base, sharing security perimeters. NATO has published no legal guidance on whether hosting Ukrainian weapons production converts Denmark into a co-belligerent, leaving the host-state obligation unresolved.