AI services. Defense robotics. Physical-security autonomy. The small-cap software names that are selling real picks and shovels into the infrastructure buildout — and the ones telling the story without the revenue to back it up.
Small listed networking suppliers sit under a data center buildout with almost no new entrants. Where the sub-$500M…
OSS revenue rose 62.3% to $9.35M on record $15.1M bookings and raised guidance. The GAAP loss reflects a one-time…
New Horizon picked BETA for the X7's flight controls and raised $25M. Progress funded by dilution.
AITX grew non-core revenue 52% and deployed at the World Cup, but 432M shares and counting is the story.
Castellum earned CMMC Level 2, went debt-free, and won a spot on a $250M Navy IT contract.
ATM facilities, reverse-split anniversaries, engineering milestones on the blog. The familiar eVTOL microcap pattern.
Datavault launched a stablecoin JV and a metals platform, and changed auditors, in a month. No matching revenue.
Palladyne AI beat its own Q2 number and grew backlog 40% to $24M. The losses are still the catch.
How CMMC and zero-trust mandates are reshaping federal cybersecurity contracting.
Nightfood, now TechForce Robotics, signed an all-stock LOI for a Taiwan chip-automation firm. The pivot is the story.
26% revenue growth above sector. The question is no longer whether the product works — it is whether the unit economics scale.
Classic microcap narrative escalation: AI data vault → HPC → quantum. The revenue, share count, and operating loss trajectory have not meaningfully changed.
Counter-UAS autonomy software, funded by AFWERX, named program. Exactly the category of DoD award that validates a pre-revenue robotics platform.