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DISPATCH 02/26 · 20 Jun 2026
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Shield AI

Shield AI develops Hivemind AI-pilot autonomy software and manufactures the V-BAT VTOL UAS for military and border-security customers worldwide.

FILE · shield-aiOpen-source file · BattlePolicy ProStatus PrivateVerified
Shield AI
Autonomy & RoboticsUSPrivate
Shield AI develops Hivemind AI-pilot autonomy software and manufactures the V-BAT VTOL UAS for military and border-security customers worldwide.
Founded
2015
HQ
San Diego, CA
Headcount
Undisclosed
Total raised
$1.5B+ (Series G equity; cumulative undisclosed)
Valuation
$12.7B (March 2026)
Stage
Series G (Private)

Background

Shield AI was founded in 2015 in San Diego by brothers Brandon Tseng and Ryan Tseng and Andrew Reiter. Brandon Tseng serves as co-founder and chief executive.

The company grew from an initial focus on building AI pilots for GPS- and communications-denied environments into a dual-track defense technology firm.

The core product is Hivemind, an AI autonomy stack comprising EdgeOS, Pilot, Commander, and Forge modules. Hivemind has been integrated onto Kratos' XQ-58 Valkyrie autonomous jet and is central to the U.S. Air Force's Collaborative Combat Aircraft program work.

The V-BAT is a ship-launchable, vertical-takeoff tube-launched UAS available in Block A/128 and newer block variants; the company also offers the X-BAT and Sentient Vision Systems wide-area motion imaging software.

Shield AI sells directly to military customers and allied defense ministries, maintains a Kyiv office for Ukraine support operations, and has nine facilities worldwide.

Tata Advanced Systems is constructing a Hyderabad plant for domestic Indian V-BAT manufacturing under a 2026 partnership agreement.

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San Francisco, California, USA

Marcus Schuler edits BattlePolicy, a daily defense-technology brief connecting the companies and capabilities behind modern war to the contest among Europe, the US, Russia, and China.

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