Anduril wins $1.8B Army NGC2 contract and announces $6.6B submarine factory
Anduril won a $1.8B five-year Army contract to expand its Lattice command platform across the NGC2 program, and announced a new $6.6B shipbuilding facility in Baltimore to build Virginia-class submarine components.
What happened
Anduril announced two major awards in rapid succession. On Monday, the U.S. Army awarded the company a five-year contract valued at up to $1.8 billion to expand Lattice—its core data platform—across the Army's Next-Generation Command and Control (NGC2) program. The expansion will move NGC2 from testing with individual divisions to full operational deployment across I Corps, which includes the 11th Airborne Division, 25th Infantry Division, and 4th Infantry Division. The expansion will begin with units operating in the Pacific, where distances are vast and communications may be disrupted.
The same week, Anduril announced construction of Arsenal-2, a massive new shipbuilding facility in Baltimore spanning 2 million square feet across 187 acres. The facility will produce complex components and large-scale assemblies for Virginia-class submarines, which will then be shipped to General Dynamics' Electric Boat and Huntington Ingalls Industries' Newport News shipyard for final assembly. Anduril is investing $3.7 billion of private capital, supported by a Navy contract worth up to $2.9 billion tied to demonstrated production outcomes. Production is slated to begin in 2030. Separately, Anduril is building a 160,000-square-foot facility in Orange County, California, to manufacture additional critical submarine components.
Background
NGC2 is the U.S. Army's effort to replace fragmented legacy command-and-control systems with a unified data layer and modern software applications. Anduril leads the prototyping team, which includes Palantir, and has tested the system extensively with Army divisions over the past year, including at major exercises like Project Convergence in July.
Virginia-class submarines are the Navy's frontline attack submarines. Building them requires coordination among multiple shipyards; Anduril's new facility will specialize in component production rather than final assembly. Arsenal-1, Anduril's first mega-factory near Columbus, Ohio, announced in January 2025, already manufactures other defense systems.
What to watch next
Arsenal-2 is scheduled to begin operations in 2030. The NGC2 expansion with I Corps will unfold over the five-year contract period, beginning with Pacific-based units. Watch for announcements on hiring, construction progress in Baltimore, and updates on how NGC2 performs in operational conditions beyond exercises.
Sources
- Original report: Anduril’s Big Week: Arsenal-2, NGC2, and a $6.6B Bet on the Future of American Shipbuilding (Tectonic Defense, Oct 5, 2026) Other outlet
Written by Anduril News with AI assistance from the original report and other coverage, in plain English. It can contain mistakes; check the original for anything important. How we write these.
