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Tech
Anduril to take over Microsoft's $22 billion U.S. Army headset
program
Published Tue, Feb 11 20253:31 PM ESTUpdated An Hour Ago
thumbnail
Samantha Subin@samantha_subin
WATCH LIVE
Key Points
* Anduril Industries, Palmer Luckey's defense-tech startup, will
take over Microsoft's multibillion-dollar augmented reality
headset program with the U.S. Army, the companies said.
* The partnership will give the drone software maker "oversight of
production, future development of hardware and software, and
delivery timelines" if approved by the Department of Defense.
* The hand-off of the program comes at a key time for Anduril. The
startup has been in talks to raise up to $2.5 billion in funding
at a $28 billion valuation, CNBC reported Friday.
In this article
* MSFT
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Palmer Luckey, founder of Oculus and Anduril Industries, speaks
during The Wall Street Journal's WSJ Tech Live conference in Laguna
Beach, California on October 16, 2023.
Patrick T. Fallon | AFP | Getty Images
Anduril Industries, Palmer Luckey's defense-tech startup, will take
over Microsoft's multibillion-dollar augmented reality headset
program with the U.S. Army, the companies announced Tuesday.
The partnership still needs approval from the Department of Defense.
If that goes through, Anduril would oversee "production, future
development of hardware and software, and delivery timelines" for the
U.S. Army's Integrated Visual Augmentation System program, the
companies said.
The IVAS program is intended to improve capabilities such as night
vision for U.S. Army soldiers. Microsoft won a 10-year contract worth
nearly $22 billion to build more than 120,000 custom HoloLens
headsets for the Army in 2021, but the company discontinued
production of the device last year, according to reports. As part of
the new agreement, Microsoft will continue to provide cloud and
artificial intelligence capabilities for IVAS.
The hand-off of the program comes at a key time for Anduril.
The startup has been in talks to raise up to $2.5 billion in funding
at a $28 billion valuation, CNBC reported Friday. Anduril also
unveiled a partnership with OpenAI in December, and in January, the
startup announced plans to invest roughly $1 billion in a
manufacturing facility in Ohio.
Since its founding in 2017, Anduril has been working to shake up the
defense contractor space currently dominated by Lockheed Martin and
Northrop Grumman. Anduril has been a member of the CNBC Disruptor 50
list three times and ranked as No. 2 last year.
Luckey founded Anduril after his ousting from Facebook. He joined the
social media company after co-founding Oculus VR, a virtual reality
startup that he sold to Facebook for $2 billion in 2014.
He was also one of the tech industry's earliest vocal supporters of
President Donald Trump. Luckey told CNBC in 2017 that he's been on
the "tech-for-Trump train for longer than just about anyone" and that
the "need to be the strongest military in the world is really
non-partisan."
Luckey called Anduril's IVAS partnership "deeply personal" and said
everything in his career "has led to this moment."
"IVAS isn't just another product," he wrote in a blog post. "It is a
once-in-a-generation opportunity to redefine how technology supports
those who serve."
-- CNBC's Ari Levy and Morgan Brennan contributed reporting.
WATCH: Anduril reportedly in talks to raise new funding round that
could double valuation
Anduril reportedly in talks to raise new funding round that could
double valuation
watch now
VIDEO1:2501:25
Anduril reportedly in talks to raise new funding round that could
double valuation
Closing Bell: Overtime
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