Commodity Capital

Commodity Capital partners with exceptional founders using software to build complex vertically integrated monopolies.

[Hadrian @HadrianInc]

Honored to be ranked #15 on the 2026 #NATSEC100. Thank you to @SVDG_official and @JPMorgan for the research and recognition.

The report frames the challenge clearly: this ecosystem must manufacture, sustain, and deliver at the volume modern deterrence demands. This is exactly the work Hadrian was built for.

Read the full report: https://t.co/LH2hgtcVr3

[Armada @armada_ai]

Distributed compute needs to be deployed with speed, scale, and sovereignty.

@danwrightSF joined @technology this week to talk about Galleon Forge One, our Series B, and the infrastructure buildout required to meet growing demand for inference, fine-tuning, and distributed model deployment at scale.

The next wave of compute will not live only in centralized clouds. It will need to be deployed where land, energy, and data already exist.

That is what Armada was built for. That is what Galleon delivers.

[Armada @armada_ai]

Thank you @CNBC for recognizing Armada on the CNBC Disruptor 50 list.

We are building the infrastructure required for AI to run where the data, energy, and mission live. Our Galleons are already delivering real-time data processing for customers across defense, energy, industrial operations, and remote environments.

Galleon Forge One is the next step: continuous American manufacturing of modular data centers, built to deploy AI infrastructure at speed, scale, and with sovereignty.

Read the full story here: https://t.co/GdW6g1iipp

[Molly O’Shea @MollySOShea]

BREAKING: Armada Raises $230M Series B at $2B Valuation co-led by Overmatch, BlackRock & 8090 Industries

The company’s largest & heavily oversubscribed round to date, bringing total funding to nearly half a billion dollars.

PLUS, Armada announces Galleon Forge One, a new modular data center manufacturing facility

“Johnson Controls is working with Armada to rapidly deliver secure modular data centers at scale,” said Joakim Weidemanis, CEO of Johnson Controls.

"Together, we have already deployed units across the United States and around the world, demonstrating the expertise and global reach required to support mission-critical environments. Johnson Controls' differentiated technology, U.S.-based manufacturing strength and Armada's edge computing expertise will deliver the thermal‑critical environments that perform predictably, deploy quickly, and scale with confidence.”

[Commodity Capital @CommodityCap]

A testament to the incredible progress the @armada_ai team has been making since inception.

[Armada @armada_ai]

https://t.co/6x86a35H0M

[Commodity Capital @CommodityCap]

Welcome home!

[Varda Space Industries @VardaSpace]

At 10:43 PM Pacific time today, the W-6 vehicle executed its final deorbit maneuver and reentered the atmosphere at hypersonic speeds for its roughly 20-minute descent. We are excited to announce that our sixth mission is officially home. Great catch @SouthernLaunch. Expect photos soon.

[delian @zebulgar]

https://t.co/nF604EZ5x1

[Commodity Capital @CommodityCap]

Cooking 💊

[Varda Space Industries @VardaSpace]

Varda believes humanity's first space-made product will be a pharmaceutical.

Today we announced a research collaboration with United Therapeutics. Together we will explore the use of microgravity to develop improved formulations of medicines for rare pulmonary disease aboard Varda’s orbital platform. Small molecule drugs will fly to low Earth orbit, form novel crystals in microgravity, and come home via our W-series reentry capsule.

Through this collaboration we will pioneer pharmaceutical processing in space, to benefit people on Earth.

[Hadrian @HadrianInc]

Distributed shipbuilding is how we rebuild America’s maritime industrial base. Proud to be working with VADM Gaucher and @USNavy to bring modern manufacturing and real production capacity to the fight.

[Revel.io @Revel_Software]

No one has flown a supersonic commercial flight in over 20 years. @AstroMechanica is building the engines, airframes, and systems, to change that.

Before Revel, only one or two people on the team could operate the test stand. Now, any technician can own the full stack from hardware to software, modify tests on the fly, and monitor live telemetry across every device. The result: 5x more tests per day.

The teams building with Revel are doing some of the most interesting work in hardware right now. More spotlights to come.

[The Hill & Valley Forum @HillValleyForum]

"If you rank a Toyota Camry through to Starship and what the hardest thing to make in America is, nuclear submarine is easily the first."

Hadrian's Chris Power (@2112Power) on the $2.4 billion bet to save America's submarine program:

"We just announced a joint Navy-Hadrian investment of $2.4 billion across a 2 million-plus square foot production facility in Alabama to create a thousand jobs dedicated to Virginia and Columbia-class submarine manufacturing."

"There are a million welders short. You couldn't go hire a million welders today to catch up on that hours deficit, it's simply a math problem."

"Because we're highly automated we can actually produce labor using autonomy and a new labor force paired with AI and robotics."

"It's about 1/20th of what we actually need to catch up."

The Hill & Valley Forum 2026

@HillValleyForum @HadrianInc

[Revel.io @Revel_Software]

We’re at #SatShow in DC this week!

Stop by booth #1517 for a live demo and see how Revel helps engineering teams move faster across hardware development, testing, and control.

@SATELLITEDC

[Hadrian @HadrianInc]

Hadrian CEO, @2112Power, joined @MilkenInstitute to discuss modernizing military power.

Rebuilding capacity requires new approaches to manufacturing: combining software, automation, and a workforce model that can scale with demand.

It comes down to how fast we can build.

[Swarm Aero @SwarmAero]

This past weekend, Swarm’s CRO & Co-Founder Oliver Palmer took the stage at the @HarvardHBS & @MITSloan @TechNatSec Conference as a panelist on Drones & Autonomy.

Moderated by Shai Cohen, the panel dug into the most pressing questions facing national security today.

The future of air power starts with conversations like these.

[Armada @armada_ai]

Thank you to the dozens of partners and friends who joined us for the opening of our Galleon Experience Center in Reston, Virginia today.

With companies like @Microsoft, @SecondFront and @Carahsoft , we’re able to show visitors what it takes to deploy AI with speed, scale and sovereignty at the edge. Now available for live demos at Carahsoft headquarters, near DC.

Watch the story from @FoxBusiness and @Grady_Trimble:

[Swarm Aero @SwarmAero]

Large UAV swarms are the future of air power.

Thank you to the @latimes for featuring our large, multimission UAVs — a new category of long-range swarming aircraft with sense and strike capabilities. Smaller drones have shorter range and need help to get to the fight. Our UAVs are designed to take off in relative safety and coordinate with superhuman dexterity to cover large areas and prosecute high value targets.

Modern conflicts are decided in the air. Swarm Aero is building a radically cost-effective way to scale air power.

Read the full story by David Nusbaum here. https://t.co/WmarATsFGN

[Revel.io @Revel_Software]

@AstroMechanica is advancing engines, airframes, and systems for a new age of aerospace.

As they developed and tested next-generation engine systems, their team relied on a homegrown control platform, one that required specialized knowledge to operate and maintain, and created a dependency on a small number of people. As a result, even simple changes or test iterations often meant waiting on the few engineers closest to the system, slowing down progress for a fast-moving team.

Revel replaced parts of that system and had the engine test stand up and running within just one day, integrating directly with their existing environment.

“Revel came in, got us up and running quickly, and made it much easier for our operators to own the test stand directly. It gave us a faster, more intuitive way to iterate without relying on homegrown tooling. As we scale, we’re excited to expand our use of Revel to accelerate our testing and development.”
— Matthew Perkins, VP of Engineering, Astro Mechanica

Read the full case study to learn more about how Revel helped @AstroMechanica move at the pace of their hardware program and remove friction from their testing and control workflows.
https://t.co/A4twwPAdC1

[Varda Space Industries @VardaSpace]

You know the drill. Watch Varda’s sixth mission launch on Transporter-16, live from SpaceX: https://t.co/mrXc6cxC1E

[Varda Space Industries @VardaSpace]

W-6 has reached sun synchronous orbit. Stay tuned, the interesting part happens on the way back.

[Armada @armada_ai]

https://t.co/IYolbDL1Ws