XTEND AI Robotics (NYSE: XTND) has been awarded a $40.5 million order following its selection in a U.S. government drone evaluation. The order covers 6,000 STRIKER systems and follows selection as a top performer in the Close Quarters Battle segment of Gauntlet II, part of the Department of War’s $1 billion Drone Dominance Program.
That selection gives XTEND direct access to Gauntlet III in the same mission segment of Phase 3, which opened on September 28, 2026. Advancement is subject to first fulfilling a 400-system production order. Performance in Gauntlet III will determine whether Phase 3 orders are placed; participation does not guarantee an award. This participation is separate from the Phase III award under U.S. Special Operations Command’s Modular Kinetic Lethal Drone program announced on September 23, 2026.
XTEND AI Robotics (NYSE: XTND) will showcase its XOS-powered robotic platforms at the AUSA Annual Meeting and Exposition on October 12–14, 2026.
The event takes place at the Walter E. Washington Convention Center in Washington, D.C. At Booth 7207, XTEND will offer a hands-on mission simulator and display connected platforms, its marketplace for third-party technologies, and STRIKER, recently selected as a Top Performer in Gauntlet II of the U.S. Drone Dominance Program. At AM General's booth, XTEND will display its NEST integration with an AM General unmanned ground vehicle, enabling deployment of the Scorpio 1000 aerial robotic system from a ground vehicle.
XTEND (NYSE: XTND) technology will feature on AM General’s unmanned ground vehicle at the AUSA Annual Meeting, October 12–14, 2026.
AM General will display the vehicle with XTEND Nest, a mobile launch pod powered by XTEND’s XOS system for physical artificial intelligence. The integration enables the ground vehicle to carry an aerial system and establish a mobile launch point. The exhibition at the Walter E. Washington Convention Center will also include AM General’s JLTV A2 with Rafael Systems Global Sustainment systems and a redesigned HUMVEE. AM General plans production of the HUMVEE’s first modernization phase for late 2027.
XTEND AI Robotics (XTND) secured a U.S. utility patent covering smart payloads that direct platform navigation and behavior in real time. Patent No. 12,743,960, issued September 22, 2026, protects a multi-payload architecture powered by the company's XOS operating system. A payload adaptor links the payload to the platform controller, while XOS converts its signals into flight-control responses. The operator remains in command throughout.
The grant expands XTEND's intellectual property portfolio as it continues investing in XOS and related robotic platforms. The architecture also supports the XOS Marketplace, where third-party developers and manufacturers can offer hardware and software capabilities. Its Generic Payload Hub provides a common interface for installing payloads across the fleet without separate integration for each airframe.
XTEND AI Robotics (XTND) received a U.S. design patent for its NEST autonomous base station, issued September 8, 2026. Patent No. D1,147,179 protects the ornamental design of NEST’s physical configuration, adding to the company’s intellectual property portfolio.
Powered by XTEND’s XOS operating system, NEST enables robotic systems to launch, execute missions, recover and recharge autonomously. The company says this cycle can be managed remotely with reduced human intervention. NEST can also coordinate multiple systems across distributed locations for extended operations.
XTEND (XTND) was awarded Phase III of the U.S. Special Operations Command Modular Kinetic Lethal Drone (MKLD) program, advancing its precision-strike unmanned systems work for U.S. Special Operations Forces.
Phase III will further mature a modular, recoverable and reusable, swarm-based precision-strike capability powered by XTEND’s XOS operating system. The MKLD solution integrates XTEND’s Striker, Scorpio 500 and Scorpio 1000 platforms with a common Ground Control Station to support small tactical units across indoor, confined-space, urban and outdoor environments. The award is separate from XTEND’s recent selection as a top performer in the Close-Quarters Battle segment of Gauntlet II under the U.S. Department of War’s Drone Dominance Program and builds on prior USSOCOM investment, development, testing and operational feedback.
XTEND (XTND) has been awarded Phase III of the U.S. Special Operations Command Modular Kinetic Lethal Drone (MKLD) program, advancing development of a modular, reusable, swarm-based precision-strike capability powered by its XOS operating system.
The Phase III award continues XTEND’s work on unmanned precision-strike systems for U.S. Special Operations Forces and is separate from its recent selection as a top performer in the Close-Quarters Battle segment of Gauntlet II under the U.S. Department of War’s Drone Dominance Program. MKLD integrates XTEND’s Striker, Scorpio 500 and Scorpio 1000 platforms with a common Ground Control Station and is designed to give small tactical units adaptable, recoverable and reusable precision-strike capabilities across indoor, confined, urban and outdoor environments. Phase III builds on prior USSOCOM investment, testing and operational feedback to further mature the MKLD capability.
XTEND (XTND) was selected as a top performer in the Close Quarters Battle segment of Gauntlet II within the U.S. Department of War’s iterative $1 billion Drone Dominance Program (DDP), following delivery and demonstration of 120 STRIKER systems.
The systems were tested in operationally realistic scenarios and evaluated by U.S. warfighters, which the company describes as a major validation of STRIKER’s capabilities. STRIKER is powered by XTEND’s proprietary XOS operating system and is designed for tactical missions in confined, complex and GNSS-denied environments. The DDP aims to build a resilient, U.S.-based supply chain for low-cost, capable one-way attack drone systems, with Naval Surface Warfare Center, Crane Division acting as contracting authority.
XTEND (XTND) plans to establish XFAB Mexico, a new regional manufacturing, integration and support hub in Mexico to expand its global footprint.
The facility is intended to provide local capabilities across manufacturing, system integration, technical support and customer operations for XOS-powered robotic systems. XFAB Mexico will join XTEND’s existing global network and serve as a base for growth in Mexico and the wider region. The move places XTEND closer to Mexico’s 2026 federal defense and security budget of approximately MXN 296.8 billion (about US$17.5 billion). The operation will be led by General Manager Michaelle Fastlicht and is expected to incorporate local talent, suppliers, training and support as it scales.
Quantum Systems and XTEND (XTND) have formed a partnership to integrate XTEND’s autonomous mission capabilities and XOS operating system into Quantum Systems’ MOSAIC UXS mission software ecosystem.
The collaboration aims to deliver integrated autonomous mission solutions for defence, homeland security and public safety, enabling interoperable missions across sensing, swarming and strike within a single operational environment. The companies target faster operator readiness within days, reduced training needs, and seamless control of diverse autonomous systems. Ongoing work includes joint programmes and further demonstrations planned from 2026 onward.