Anduril takes over IVAS program

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Anduril

Company Report
effectively taking over Microsoft's $22B contract to develop mixed-reality goggles for soldiers with integrated counter-drone capabilities.
Analyzed 6 sources

This marked a shift from Anduril selling stand alone counter drone systems to owning part of the soldier interface itself. IVAS is the Army program to turn goggles into a live combat screen, showing maps, sensors, targeting data, and now drone alerts in front of a soldier’s eyes. By moving from supplying the anti drone stack to shaping what the soldier sees and acts on, Anduril moved closer to the command layer of ground combat.

  • The handoff happened in stages. In September 2024, Anduril integrated its Lattice software into IVAS to help soldiers detect and respond to drone threats. In February 2025, Microsoft and Anduril said Anduril would oversee production, future hardware and software development, and delivery timelines, while Microsoft stayed in through Azure cloud services.
  • What makes this important is that IVAS is not just eyewear. It is a battlefield operating system worn on the head. A soldier can look through the display and see fused feeds from cameras, sensors, and other units. That fits directly with Anduril’s core model of combining sensors, autonomy, and software into one decision loop.
  • It also shows how Anduril competes with primes and big tech differently. Traditional contractors usually win by building to spec on long cost plus programs. Anduril built counter drone tools, autonomy software, and integrated hardware first, then used that installed capability to step into a major Army program that Microsoft had struggled to scale.

Going forward, the opportunity is bigger than one headset program. If Anduril can turn IVAS into cheaper, lighter, software updatable combat eyewear tied into Lattice and its wider counter drone network, it can make the soldier display another node in the same system that already connects towers, drones, sensors, and weapons.