Defense & Military
Lockheed Boosts F-35 Over NGAD in Defense Strategy Shift
Lockheed Martin focuses on F-35 upgrades with NGAD tech, balancing cost and air superiority amid global sixth-gen fighter race.

Next-Gen Air Dominance: Lockheed’s Strategic Shift in Fighter Jet Development
The U.S. Air Force‘s Next Generation Air Dominance (NGAD) program represents a pivotal shift in military aviation, aiming to deliver sixth-generation capabilities through a networked system of crewed and uncrewed platforms. While the contract for the NGAD fighter has not been officially awarded as of the latest public information, industry analysts anticipate potential protests from competitors once a decision is made. However, Lockheed Martin’s decision to redirect resources toward enhancing its F-35 fleet instead marks a calculated evolution in defense procurement strategies.
This development comes as global rivals accelerate their own sixth-generation aircraft programs, with China’s J-20 derivatives and Russia’s Mikoyan MiG-41 projects progressing rapidly. The Air Force‘s requirement for approximately 200 NGAD fighters and 1,000+ Collaborative Combat Aircraft (CCAs) creates both opportunities and challenges for aerospace manufacturers balancing technological innovation with fiscal realities.
The NGAD Program: Redefining Air Superiority
Originating from DARPA’s 2014 Air Dominance Initiative, the NGAD program adopts a revolutionary “family of systems” approach. Unlike traditional fighter development cycles, this multi-billion-dollar initiative integrates crewed sixth-generation jets with autonomous drones and advanced battle management systems. While no specific prototype like an “F-47” has been publicly confirmed as of 2020, the program is expected to demonstrate breakthrough capabilities in stealth, propulsion, and sensor fusion, though official specifications remain classified.
The selection process for the NGAD contract remains ongoing, with Lockheed Martin and Boeing as key contenders, given their expertise in fighter jet development. Air Force officials have emphasized that proposals will be evaluated based on “technical creativity” within cost constraints. The program’s incremental acquisition strategy allows for future competitions, with former acquisition chief Andrew Hunter noting: “This isn’t a 30-year monopoly – there will be follow-on increments.”
“We can achieve 80% of NGAD capability at 50% of the cost by upgrading F-35s.” – Lockheed Martin CEO Jim Taiclet
Lockheed’s Counterplay: The F-35 Evolution
Rather than focusing solely on the NGAD competition, Lockheed plans to “supercharge” its F-35 fleet with NGAD-derived technologies. The company aims to integrate long-range infrared tracking systems, advanced missile capabilities, and AI-enhanced avionics through the Block 4 upgrade program. With over 3,500 F-35s projected for global deployment, this approach leverages existing production infrastructure while avoiding NGAD’s estimated high per-unit costs.
Financial data reveals the strategic calculus: Current F-35A variants cost approximately $80 million, while upgraded models might reach $110 million – still significantly below potential NGAD price points. Lockheed’s contracts to enhance F-35 capabilities accelerate this roadmap, using lessons from their NGAD research to improve sensor fusion and electronic warfare capabilities.
The company’s missile defense technologies also factor into this pivot. Systems like the Integrated Air and Missile Defense technologies, already in development, could provide near-term revenue streams while positioning Lockheed for future CCA contracts. This diversified approach mitigates risk as the DoD shifts toward distributed air combat networks.
Broader Implications for Defense Innovation
The eventual NGAD contract award will signal industry trends, with competitors like Northrop Grumman’s investment in B-21 bomber production and the Air Force‘s E-7 Wedgetail modernization program suggesting a preference for incremental upgrades over clean-sheet designs. The planned ratio of NGAD to F-35 deployments further emphasizes the need for interoperable systems.
International partnerships loom large in this equation. While current NGAD exports are restricted, Lockheed’s global F-35 user base creates opportunities for allied nations to access sixth-generation technologies through upgrades. However, Congressional concerns about technology transfer could complicate these plans, particularly regarding AI-driven combat systems.
“NGAD isn’t just an aircraft – it’s an ecosystem. The real game-changer is how it networks with drones and space assets.” – Former SecAF Frank Kendall
Conclusion: The Future of Air Combat
The NGAD program and Lockheed’s response illustrate defense contractors’ evolving strategies in an era of constrained budgets and rapid technological change. By enhancing fifth-generation platforms while developing sixth-generation systems, the industry appears to be pursuing a hybrid approach to air dominance.
Looking ahead, the success of NGAD development and Lockheed’s F-35 upgrades will likely determine whether future programs favor revolutionary leaps or evolutionary improvements. With China accelerating its own sixth-generation efforts, the coming decade will test whether distributed systems can maintain U.S. air superiority without compromising affordability.
FAQ
Question: Why is Lockheed focusing on F-35 upgrades?
Answer: Lockheed determined that focusing on F-35 upgrades offers a cost-effective way to integrate NGAD-derived technologies while leveraging existing infrastructure.
Question: When will NGAD fighters enter service?
Answer: Initial operational capability is projected for the late 2020s to early 2030s, with full deployment expected thereafter, pending program milestones.
Question: Can upgraded F-35s match NGAD capabilities?
Answer: While offering a significant portion of NGAD’s projected capabilities per Lockheed, the F-35 lacks certain sixth-gen features like advanced propulsion systems and full-spectrum stealth.
Sources: Air & Space Forces Magazine, Wikipedia, Airforce Technology
Photo Credit: Edrmagazine
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Defense & Military
Hermeus Unveils Ramjet-X Air-Launched High-Mach Test Vehicle
Hermeus introduced Ramjet-X on Sept 9, 2026, an air-launched test vehicle for high-Mach flight testing, backed by a $219M DIU contract.

Hermeus unveiled Ramjet-X on September 9, 2026, introducing an expendable, air-launched test vehicle designed to lower the cost of high-Mach flight testing. The system will be deployed from the company’s reusable Quarterhorse Commercial-Aircraft, eliminating the need for traditional rocket boosters to reach ignition speeds.
In a press release issued on September 9, 2026, the venture-backed defense aviation company detailed its plans to offer “Flight Test as a Service” (FTaaS). By utilizing the Quarterhorse as a reusable first stage, Hermeus aims to provide a scalable platform for testing payloads, sensors, and materials in sustained high-Mach environments. Integrated vehicle testing for Ramjet-X is scheduled to begin in 2027.
Architecture and testing strategy
Ramjet engines require significant initial speed to ignite and operate effectively. Historically, this has necessitated the use of expensive, expendable rocket boosters for each test flight. Hermeus is bypassing this requirement by using its Quarterhorse aircraft to carry and launch Ramjet-X at high speeds and altitudes.
According to reporting by Aviation Week, the Quarterhorse program is advancing through a series of iterative vehicles, including the Mk 2.1, Mk 2.2, and Mk 2.3 variants. The Mk 2.1 recently demonstrated the ability to release a missile-like store during flight, validating the air-launch concept required for Ramjet-X. The follow-on Mk 2.2 is expected to reach speeds of Mach 2 or greater.
“High-speed flight testing is extremely expensive, and you don’t get many shots at it,” Hermeus Chief Executive Officer Zach Shore stated in the press release. “Ramjet-X gives us a way to put new systems into sustained high-Mach environments without building an expensive one-off test program every time.”
Corporate expansion and defense contracts
The Ramjet-X announcement follows a period of significant growth for Hermeus. Earlier in 2026, the company achieved a post-money valuation of $1 billion and relocated its headquarters from Georgia to El Segundo, California, according to Axios. High-temperature structures for Ramjet-X are currently in development at the new El Segundo facility, while ramjet engine testing is underway at the Hermeus HEAT facility in Jacksonville, Florida.
The company’s high-speed testing initiatives are supported by the United States Department of Defense. On May 28, 2026, Hermeus received a $159 million Contracts extension from the Defense Innovation Unit (DIU), bringing the total ceiling value of the award to $219 million. This funding supports the development of a high-speed, uncrewed testbed aircraft.
Shore noted in the company statement that combining speed, sustained flight, and scalability into a single system lowers the barriers to gathering data in extreme conditions. This architecture is intended to accelerate development timelines for both Hermeus and its commercial and government customers.
AirPro News analysis
We view the Ramjet-X program as a pragmatic stepping stone in Hermeus’ broader ambition to field operational hypersonic aircraft. By decoupling the high-Mach testbed from the launch vehicle, the company is adopting a modular approach that mitigates the financial risks associated with expendable rocket boosters. If the 2027 integrated flight tests are successful, the FTaaS model could disrupt the current high-speed testing market, which is currently bottlenecked by limited infrastructure and high per-flight costs. The recent $219 million DIU contract ceiling indicates strong institutional interest in expanding domestic high-Mach testing capacity.
Sources: Hermeus
Photo Credit: Hermeus
Defense & Military
Netherlands Signs Intent to Procure Saab GlobalEye AEW&C
Netherlands and Sweden sign a Letter of Intent for a Dutch Saab GlobalEye aircraft, with delivery expected in 2031.

The Netherlands Ministry of Defence and the Swedish Defence Materiel Administration (FMV) signed a Letter of Intent on September 10, 2026, for the Dutch procurement of a Saab GlobalEye Airborne Early Warning and Control (AEW&C) aircraft. The agreement establishes a framework for the Netherlands to build an independent long-range surveillance capability while contributing to a shared operational pool with the Swedish Air Force.
In a press release issued on September 10, 2026, Saab AB confirmed the agreement, noting that a formal contract and firm order have not yet been finalized. The procurement aligns with a broader North Atlantic Treaty Organization (NATO) initiative to replace the alliance’s aging Boeing E-3A Sentry Airborne Warning and Control System (AWACS) fleet, which is scheduled for retirement in 2035.
Transitioning from the E-3A Sentry to GlobalEye
The Dutch military currently relies on the NATO E-3A Sentry fleet for airborne surveillance. The acquisition of a dedicated GlobalEye will allow the Netherlands to operate more independently. According to the Netherlands Ministry of Defence, Dutch crews are scheduled to begin training on Swedish GlobalEye aircraft in 2028, with the Delivery of the Dutch aircraft expected in 2031.
The Dutch aircraft will join a shared pool with three Swedish GlobalEye aircraft. Swedish Minister for Defence PÃ¥l Jonson stated that the agreement deepens defense cooperation between the two nations, allowing them to take on greater responsibility for collective European defense.
The GlobalEye system utilizes a Bombardier Global 6000/6500 business jet airframe equipped with Saab’s Erieye Extended Range (ER) active electronically scanned array (AESA) Radar-Systems. The system is designed to track air, maritime, and land targets at extended ranges.
Micael Johansson, President and CEO of Saab, highlighted the strategic value of the platform for the region:
“The system will provide enhanced situational awareness and early warning capabilities across multiple domains, while also strengthening NATO’s ability to operate in an increasingly complex security environment. GlobalEye will enable the Netherlands to detect threats earlier, respond faster, and strengthen both national and collective defence.”
NATO’s shifting airborne surveillance strategy
The Dutch Letter of Intent follows a July 7, 2026, agreement among 11 NATO allies, including the Netherlands and Sweden, to jointly procure up to 10 GlobalEye aircraft. This joint procurement is intended to replace the 14 Boeing E-3A Sentry aircraft that have been in service since 1982.
The selection of the Saab GlobalEye represents a pivot in European defense procurement. In November 2025, European NATO partners canceled plans to acquire the Boeing E-7A Wedgetail. The cancellation occurred after the United States Air Force removed the E-7A from its fiscal 2026 spending plan, prompting European nations to prioritize investment in European aerospace industry solutions.
AirPro News analysis
We view the Dutch commitment to the Saab GlobalEye as a critical step in solidifying Europe’s defense industrial base. The collapse of the Boeing E-7A Wedgetail procurement for European NATO members created a vacuum that Saab has successfully filled. By establishing a shared pool of AEW&C assets between the Netherlands and Sweden, European Air-Forces are moving toward a more integrated, interoperable surveillance network. This model reduces the financial burden on individual nations while maintaining the continuous airborne early warning coverage required in the current geopolitical environment.
Sources: Saab
Photo Credit: Saab
Defense & Military
Kawasaki Heavy Industries and EdgeCortix Sign AI Defense Deal
Kawasaki Heavy Industries and EdgeCortix ink a multi-year deal to develop edge AI systems for aerial defense platforms.

Kawasaki Heavy Industries, Ltd. and EdgeCortix Inc. have signed a multi-year teaming agreement valued at several million dollars to develop next-generation AI systems for aerial defense platforms. Announced on September 8, 2026, the partnership aims to embed low-latency, energy-efficient AI computing directly onto aerospace mission systems.
According to a press release issued by EdgeCortix, the initial program scope will run from 2026 to 2028. The collaboration focuses on enabling real-time sensor fusion, object recognition, and threat assessment at the point of data generation, reducing the reliance on tactical data links in contested airspace.
Integrating AI into constrained aerospace environments
The joint development targets a critical challenge in modern aerial defense: processing massive amounts of sensor data in environments with strict power and thermal limitations. By processing data at the edge, the systems allow aircraft and uncrewed platforms to operate effectively even when communication networks are bandwidth-constrained or degraded by electronic warfare.
The program will integrate EdgeCortix’s proprietary technology stack alongside the systems engineering expertise of the Defense & Aerospace Business Division at Kawasaki Heavy Industries. The hardware and software integration includes the EdgeCortix SAKURA-II artificial intelligence coprocessor, the MERA compiler and software framework, and the company’s Dynamic Neural Accelerator architecture.
“Next-generation aerial defense platforms will require substantial AI computing capability within tightly constrained power, thermal and operational envelopes,” said Dr. Sakyasingha Dasgupta, Founder and CEO of EdgeCortix Inc. “By combining Kawasaki’s deep aerospace and systems engineering expertise with our chiplet-based AI architecture and MERA software platform, we intend to accelerate the development of intelligent, adaptive and energy-efficient mission systems.”
Recent validations and program timeline
The initial phase of the strategic program encompasses technology development, feasibility studies, system integration, and the creation of prototype platforms. The agreement represents a significant commercial milestone for the Kanagawa, Japan-based AI firm, expanding its footprint in the defense sector.
EdgeCortix enters the Kawasaki Heavy Industries partnership following a series of successful technology validations by United States government entities. On June 30, 2026, the company received a Success Memorandum from the U.S. Defense Innovation Unit (DIU) after demonstrating the SAKURA-II platform in flight with the U.S. Air Force. Earlier in the year, on January 6, 2026, the National Aeronautics and Space Administration (NASA) validated the same accelerator for radiation resiliency, clearing the hardware for potential use in orbital and lunar missions.
AirPro News analysis
We view this teaming agreement as a strong indicator of the aerospace industry’s shift toward edge computing. As aerial platforms generate increasingly unmanageable volumes of high-fidelity sensor data, transmitting that information back to ground stations or command aircraft for processing introduces latency and exposes tactical networks to interception or jamming.
By partnering with a specialized edge AI firm rather than relying solely on traditional defense prime contractors for computing architecture, Kawasaki Heavy Industries is positioning itself to field autonomous and semi-autonomous systems capable of localized, real-time decision making. The recent validations of EdgeCortix hardware by the U.S. Air Force and NASA likely provided the technical de-risking necessary for Kawasaki to commit to a multi-year integration program.
Sources: EdgeCortix Inc.
Photo Credit: EdgeCortix Inc.
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