Lockheed vs. Anduril: Who Will Build the Army's Next Great Command and Control System?

Core Insights - The U.S. Army's Next Generation Command and Control program, known as NGC2, is an ecosystem that integrates transport, infrastructure, data, and applications to enhance decision-making for commanders using AI and machine learning [5][8] - NGC2 is part of a broader Pentagon initiative called Joint All-Domain Command and Control (JADC2), which aims to unify command and control across all military branches [8] Investment Opportunities - Anduril, leading a team that includes Palantir, Microsoft, and others, has been awarded $99.6 million to develop a prototype architecture for NGC2 [6] - Lockheed Martin, in partnership with Raft and Hypergiant, received $26 million to build an NGC2 prototype for the 25th Infantry Division [7] - The competition among different military branches for command and control solutions, such as NGC2, Project Overmatch, and Advanced Battle Management System, presents potential investment opportunities in defense technology [8]