Serellium

We analyzed $880M in federal machinery contracts since FY2023. 35% involved foreign-made equipment or foreign-owned suppliers. Just 52 domestic vendors captured 80% of domestic spending. What does this tell us about America's defense industrial base? Let's dive in:

We looked at 9 of the biggest moves the federal government made in 2026 to bring more manufacturers into the defense industrial base. What they are, what they mean, & where opportunities are emerging for commercial manufacturers to support national security. Our breakdown:

We scored 10 industries on federal demand and private-sector contracting opportunity: budget signals, strategic priority, contracting activity, market saturation. #1 isn't a weapons platform. It's critical infrastructure. Full rankings for investors & businesses in comments:

The Air Force identified ~4,000 energy resilience gaps worldwide and is exploring a first-of-its-kind OTA consortium backed by private capital to address them. Major signal for founders, investors, R&D at the intersection of defense, energy, infrastructure, and finance.

Nuclear is happening. For founders, investors, manufacturers, engineering firms, and infrastructure companies, the opportunity extends far beyond reactor design itself. Here's a look at the federal government's top nuclear priorities:

Department of Energy seeks applications for their Nuclear Energy Launch Pad to help nuclear companies deploy faster in capabilities like nuclear reactors, fuel fabrication, fuel recycling, enrichment, and conversion & deconversion facilities. Link below:

U.S. Special Operations Command's $2.65B SOFGSD solicitation dropped. This multiple-award IDIQ will support global SOF mission requirements with capabilities in education and training, program management, engineering, technical, and professional services, and admin support.

34. Tradewinds Solutions Marketplace: AI vendor marketplace 35. Department of Homeland Security Silicon Valley Innovation Program 36. Air Force Tech Connect: matching platform to connect industry, academia, military

31. In-Q-Tel: defense-focused startups and commercial tech 32. National Security Innovation Capital: hardware scaling funding 33. NATO Innovation Fund: Allied deep tech investments

28. Navy's Rapid Capabilities Office: accelerate development and fielding of urgent tech 29. Strategic Capabilities Office: rapid prototyping repurposing commercial tech 30. DoW Office of Strategic Capital: accelerates investment in critical supply chain technologies

25. Army's Rapid Capabilities & Critical Technologies Office 26. Air Force Rapid Capabilities Office: faster pathways to develop, acquire, and field combat capabilities 27. Space Rapid Capabilities Office: develop and deliver operationally dominant space capabilities, fast

23. Environmental Security Technology Certification Program (ESTCP): demonstration / validation of tech 24. Service Labs: Air Force Research Laboratory, Naval Research Laboratory, Army Research Laboratory (foundational science & tech funding)

20. NASA SEWP: streamlined IT procurement 21. Military Health System Research Grant Program: supports projects to innovate and improve military health 22. Strategic Environmental Research and Development Program (SERDP): environmental and infrastructure R&D

16. Army xTech: pitch competitions with cash prizes and potential follow-on contracts 17. Army Applications Library: connecting tech with Army end-users 18. Defense Advanced Research Projects Agency: $$ for breakthrough R&D 19. ARPA-H: for biomedical & health breakthroughs

13. Army FUZE: accelerates transition of innovative capabilities to the field 14. JIOP: bridges gap btwn Army Corps needs <> industry solutions 15. G-TEAD: facilitates delivery of combat-ready capabilities to Army Service Component Commands