1OCT

Kongsberg to design a US Navy drone sub

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15:21UTC

The US Defense Innovation Unit picked Norway's Kongsberg and America's Oceaneering on 15 July to design an extra-large uncrewed submarine, with concept work due in Q3 2026.

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Key takeaway

The US Navy hired Norway's Kongsberg to design its next big underwater drone, blurring the neat US-versus-Europe autonomy split.

The US Defense Innovation Unit (DIU), the Pentagon body that fast-tracks commercial technology into military programmes, selected Kongsberg Discovery and Oceaneering International on 15 July 2026 to develop an extra-large uncrewed underwater vehicle (XLUUV) under its Combat Autonomous Maritime Platform (CAMP) programme, with a concept and system design due in the third quarter of 2026.⁠¹ The pair will run architecture and trade studies weighted toward modularity and interoperability.⁠²

A Norwegian prime leading design for the US Navy cuts against the AUKUS pact's pattern of naming only US-built vehicles for its inaugural seabed programme, and against any tidy story of two sealed European and American camps. This is the same Kongsberg that anchors the DRASS European counter-bid for AUKUS Pillar II hardware, now sitting inside a US next-generation programme.

DIU's non-traditional acquisition route lets it pull the best available design partner regardless of nationality; choosing Kongsberg values the firm's HUGIN AUV heritage over a US-only supply chain, the reverse of the AUKUS Pillar II selection logic. The Q3 2026 design milestone becomes a near-term test of whether the CAMP path competes with or feeds AUKUS Pillar II.

Deep Analysis

In plain English

The US military's Defense Innovation Unit, a Pentagon office set up to buy commercial technology faster than usual defence contracts allow, has picked Kongsberg, a Norwegian company, and Oceaneering, a US robotics firm, to design a huge uncrewed submarine, known as an XLUUV. This is notable because the US usually prefers American-only suppliers for big defence programmes. Choosing a Norwegian design partner shows the Pentagon is willing to look outside its own borders when a foreign company has proven underwater-robot technology the US does not yet have in-house.

Deep Analysis

Root Causes

DIU's mandate exists because service acquisition tracks move too slowly for autonomy hardware refresh cycles; its Other Transaction Authority prototype agreements bypass full-and-open competition requirements that would otherwise favour incumbent US primes over an unproven design.

Kongsberg's HUGIN lineage gives it decades of at-sea autonomous-vehicle hours that no untested US-only team can match on schedule for a Q3 2026 concept-design deadline, effectively forcing DIU's hand toward an established non-US design regardless of sourcing preference.

What could happen next?

Precedent
A foreign-led design team winning a US Navy next-generation autonomy programme weakens the assumption that AUKUS-adjacent US procurement stays US-only.
Meaning
Kongsberg now sits inside both the US CAMP design effort and the European AUKUS Pillar II counter-bid with DRASS, undercutting a clean two-bloc narrative.

Source Landscape

This story draws on neutral-leaning sources

Primary parallel: The US Navy and Marine Corps selected Kongsberg's Naval Strike Missile from 2018 onward for the Constellation-class frigate and the NMESIS coastal-defence system, another case of a Norwegian design entering a US procurement process that normally favours domestic primes, and that selection has held through multiple budget cycles without reversal.

Counter-parallel: No comparable case exists yet where a US Navy undersea-autonomy design lead was later stripped from a foreign partner and reassigned domestically; the CAMP award is the first XLUUV design contract of its kind, so precedent for reversal is absent rather than contradictory.

Consensus view: Washington-based defence-acquisition specialists, including CSIS's international security programme, note that DIU's Other Transaction Authority lets it select a non-traditional contractor, in this case a Norwegian-led team, without the domestic-sourcing preferences that shape a standard Federal Acquisition Regulation programme of record.

Counter-view: Kongsberg's own commercial announcements frame the selection as validation of its HUGIN vehicle heritage rather than an acquisition-reform story, arguing the US Navy chose the most mature extra-large uncrewed underwater vehicle design lineage available regardless of the contracting vehicle used.

Key tension: Whether CAMP represents a genuine loosening of US-only sourcing for undersea autonomy, or a one-off use of OTA flexibility that a future programme-of-record decision could reverse.

Sources:Naval Today·The Defense Post

Mentions:Defense Innovation Unit →Kongsberg →Oceaneering International →CAMP →AUKUS →DRASS →Federal Acquisition Regulation →US Navy →Norway →Pentagon →Washington →HUGIN Superior →

First Reported In

Update #7 · Thales buys Exail; UK retires a minehunter

Naval Today· 18 Jul 2026

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Causes and effects

Caused by

AUKUS names two American sea robots

A Norwegian prime leading US Navy design work cuts against AUKUS naming only US-built vehicles.

Occurred 30 May 2026

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Europe bids for the AUKUS seabed

The same Kongsberg that anchors the DRASS AUKUS counter-bid now leads a US Navy design programme.

Occurred 8 Jun 2026

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This Event

Kongsberg to design a US Navy drone sub

A European prime leading a US Navy next-generation design cuts against the AUKUS pattern of naming only US-built undersea vehicles.

Led to

Kongsberg lands Fugro and DOF deals

Kongsberg's commercial survey orders moved in the same window as its US defence design win, evidence one product line sells to both markets.

Occurred 15 Jul 2026

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Different Perspectives

Israel Defense Forces (Chief of Staff Lt. Gen. Eyal Zamir)

The IDF finalised a new Unmanned Systems and Artificial Intelligence Branch on 10 September, with full inauguration expected by early December. Israel is reorganising its forces around drones while Israeli suppliers pass into foreign hands: US-listed Ondas bought the fuze maker GATE on 14 September.

EHang (chairman and chief executive Huazhi Hu)

EHang withdrew its 600 million yuan revenue guidance on 25 August, blaming a more cautious Chinese regulator after industry air incidents. China's leading pilotless-aircraft maker now seeks first approvals in Sri Lanka and Thailand while US tariffs and FCC rules shut Chinese parts out of allied supply chains.

DroneShield

The Australian firm won one of ten Domestic Shield ceilings, $500m, on 29 September, while its FY2027-and-beyond committed revenue stood at A$46m. Its own filing warns investors that the US award may never turn into orders.

Pete Hegseth, US Secretary of War

In a speech at Quantico on 30 September Hegseth announced AUTOWARCOM, a four-star drone command targeted for 1 October 2027 if Congress agrees, and called Drone Dominance and JIATF-401 a good start. He wants one command with its own budget to buy at the scale those two efforts have not reached.

Defense Acquisition Program Administration (DAPA)

A DAPA-chaired committee approved a 2.16 trillion won domestic programme on 15 September for an army vertical take-off reconnaissance drone, running from 2027 to 2036. Seoul is choosing slow domestic development over urgent imports for its divisional surveillance.

Taiwan's Executive Yuan (Cabinet)

After the Legislative Yuan voted 60 to 50 on 27 August for a baseline of NT$40bn a year, in principle, for domestic drones and rejected its special budget, the Cabinet said on 30 August it would expedite funding and indicated it would co-sign the act. Taipei gets a statutory domestic market but loses a ring-fenced multi-year fund.