Amazon LEO, Voyager, BAE: $4.1B+ in Defense Infra

Hypersonics, rocket motors & nanophotonics drive Pre Seed to Series B. Satellite Spotlight, Edition 47.

Author

Imagining Forward
November 24, 2025 • Estimated Reading Time: 6 minutes

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space brew

deal flow

government

  • Arcfield wins $70M US Army HyTEMPS II contract for telemetry & secure comms for hypersonic flight (SN).

pre seed / seed

  • NcodiN raises $18.4M Seed by MIG, Maverick Silicon, PhotonVentures for nanophotonic interposers powering AI factories (TV).

  • Mate exits stealth with $15.5M Seed by Team8, Insight Partners for SOC AI agents (SW).

  • Aris Machina raises $10.7M Pre Seed by Village Global, Planet A for factory data processing (EB).

  • Secure.com raises $4.5M Pre Seed by Disrupt for digital security AI agents (SW).

  • Delta Charge raises $4.3M Seed by Vireo, Rethink, Audi, Allianz for truck charging & industrial battery storage (TV).

series A+

  • Function raises $298M Series B for biomarker diagnostics & medical intelligence chat (LT).

  • Robotera raises $141M Series A by Geely Capital, BAIC for logistics & manufacturing humanoid robots (TA).

  • Doppel raises $70M Series C by Bessemer Venture Partner for social engineering defense (SW).

  • Apono raises $34M Series B by USVP for cloud identity & access management (SW).

  • Nudge raises $22.5M Series A by Cereberus, Ballistic, Squadra for workforce & SaaS protection (SW).

  • Leanspace raises $11.5M Series A by ISAI, Qwaltec, 42CAP for satellite & ground segment ops (SN).

public

  • Amazon LEO, formerly Kuiper, signs satcom deals with Crane Worldwide Logistics & Hunt Energy for tracking, monitoring, & secure comms (VS).

m&a

  • Palo Alto Networks acquires Chronosphere for $3.35B for performance optimization & agentic remediation across infra & apps (SW).

  • Voyager acquired Estes Energetics to vertically integrate energetics, raw materials & solid rocket motors for defense (SN).

headlines

  • China magnet sales, critical for weaponry & autos, to hit 9 month high over trade tensions (BBG).

  • BAE & GlobalFoundries partner on space-hardened chips for avionics & telecom (SN).

  • Shield AI & Destinus integrate mission autonomy for aerial systems (AT).

  • STARK launches drone factory in Swindon for UK Ministry of Defence (AT).

  • KP Labs & Frontgrade advance FDIR SoC for space computing & edge processing (SN).

community spotlight

today, 11/24

  • Data & power distribution social (NYC).

  • Pitch & puck (NYC).

  • Pre seed & Seed founders & investors meetups (NYC).

  • Draper meet the founders (NYC).

tuesday, 11/25

  • Foundersgiving pitch party (NYC).

  • Tech poker (NYC).

  • AI engineering meetup (NYC).

  • Pitch night x SensAI (SF).

  • AI engineer meetup (SF).

wednesday, 11/26

  • Cars & Capital x Maserati (LA).

  • Glendale tech mixer (LA).

  • Climate stand up (LA).

  • Startup cafe (LA).

thursday, 11/27

  • Data in Power (NYC).

  • Thanksgiving rave (SF).

saturday, 11/29

  • AI mansion party (LA).

monday, 12/1

  • Early stage investors dinner (NYC).

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