The Pentagon awarded Anduril a $20 billion ten-year Army contract in March, merged seventy-five Palantir programs into a single $10 billion master deal, and assigned the core software stack of the $185 billion Golden Dome shield to Anduril, Palantir, and SpaceX alongside Lockheed. The cost-plus primes keep the airframe lines they always kept. The procurement spine moved.

Lockheed, Raytheon, Boeing spent forty years engineering moats out of compliance overhead, ITAR latency, and systems-integration capture, an architecture designed so that competitive entry was impossible by definition. Anduril books $4.3 billion of 2026 revenue against $1 billion in 2024. The new round prices the company at $60 billion. Arsenal-1 in Pickaway County is a working factory, not a render.

DoD did not migrate procurement on principle. It ran out of operational tolerance for vendors who ship one missile a decade and one satellite bus per administration. The production gap with China sits inside the operating budget of the program offices, software-first contractors deliver inside calendar quarters, allocation follows.