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Shay Boloor highlights that exposure to the autonomy layer of drones is enabled through Ondas, which focuses on drone-in-a-box systems, autonomous networks, counter-drone technology, and command-and-control software.
According to Boloor, Ondas could evolve into a broader autonomous defense platform spanning aerial drones, counter-UAS capabilities, and ground robotics.
Boloor has previously tracked major technology deals and investments. He noted NBIS’s plan to invest over $9 billion in an AI cloud project in France with a 240MW capacity. He also reported on IREN’s share price rising above $65 after higher ARR guidance and a $1.6 billion DELL agreement for AI systems in Texas.