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Deep & Emerging Tech·October 7, 2026·1 min read

Anduril to build $3.7bn Baltimore shipyard for US Navy submarine parts

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A $3.7B Anduril shipyard plus a Navy contract worth up to $2.9B ties defense software DNA directly into heavy industrial production. For industrial and autonomy vendors, the bar is rising — the next wave of defense spend will favor players who can integrate digital, robotics, and manufacturing under one roof.