All articles
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Awards
Palantir's $10B Army enterprise deal and Maven going Pentagon-wide
The Army's 10-year $10B Palantir enterprise agreement plus expanding Maven AI adoption across the services signals an inflection point — commercial data platforms are becoming the integration backbone for DoD operations.
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Awards
Space Force FY26 launches: SpaceX gets 5 missions ($714M), ULA gets 2 ($428M)
Second-round FY2026 National Security Space Launch assignments under Phase 3 Lane 2 — SpaceX captures the majority, ULA wins GPS IIIF and a classified NRO payload. FY27-FY32 launch windows.
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Opportunities
JWCC logs $3.9B in task orders — JWCC Next RFP coming Q2 FY26, awards in 2027
The Joint Warfighting Cloud Capability has moved over $3.9 billion in task orders since December 2022. The Pentagon is now preparing a follow-on solicitation with explicit emphasis on 'greater visibility into cloud spending.'
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Policy
CHIPS Act status: $30.9B awarded to 19 firms, but the tax credit expires December 2026
As of mid-2025, Commerce has awarded $30.9B direct + $5.5B loans across 19 semiconductor companies and 40 projects. The Advanced Manufacturing Investment Tax Credit (Section 48D) sunsets for construction starts after December 31, 2026.
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Protests
NITAAC kills CIO-SP4 — the $50B GWAC dies after 350 protests
After nearly five years of delays, corrective actions, and 350+ protests, NITAAC formally canceled the $50B CIO-SP4 Government-Wide Acquisition Contract in January 2026. CIO-SP3 extended to April 2027, moving to GSA.
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Awards
GSA Alliant 3 Phase 1: 43 of 133 proposers selected for the unlimited-ceiling IT GWAC
Alliant 3 runs March 2026 through March 2036 with a 5-year option. 43 Phase 1 awardees — including Booz Allen, SAIC, and Peraton — share the no-ceiling vehicle. Services cover AI, cloud, quantum, and zero-trust.
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Rules
Expanded counterfeit-parts rule: 60-day GIDEP reporting, supply-chain flowdown, FCA exposure
A final rule effective November 22 dramatically expanded mandatory GIDEP reporting for counterfeit or suspect-counterfeit parts. 60-day reporting window, supply-chain flowdown to all tiers, False Claims Act exposure for non-compliance.
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Rules
Davis-Bacon's $217B federal construction world — first major overhaul in 40 years, penalties now $13,508
The Department of Labor finalized the first major Davis-Bacon regulatory overhaul in nearly 40 years. Updated WH-347 certified payroll form (January 2025), civil penalties increased to $13,508 per violation. $217B in annual federal construction and 12,000+ active projects now subject to the tightened framework.
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Rules
CISA retires 10 emergency directives — and what it signals about federal cyber norm-setting
On January 8, 2026, CISA announced the retirement of 10 emergency directives issued between 2019-2024. The retirement signals a shift toward targeted, threat-specific guidance over sweeping standing directives — with implications for how contractors respond to future cybersecurity requirements.
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Awards
Leidos wins $617M Army IFPC launcher deal — total IFPC production now $1.2B
Leidos (via subsidiary Dynetics) lands $617M Army contract for Indirect Fire Protection Capability Inc 2 launchers. Combined with prior $356M awards in July and September 2025, Leidos now has $1.2B in production contracts for IFPC.
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Awards
Northrop's B-21 production +25%, Sentinel restructure ends 2026, first launch targeted 2027
Q1 2026 revenue hit $9.9B as Northrop's two highest-profile DoD programs accelerate. B-21 production capacity expanding 25% (backed by $4.5B in reconciliation-bill funding and $2.5B company investment); Sentinel restructure wraps this year with first test launch in 2027.
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Awards
Booz Allen's $1.58B DIA contract — WMD intelligence as a $300M/year channel
Booz Allen is executing a 5-year, $1.58B task order for the Defense Intelligence Agency's Weapons of Mass Destruction Analysis, Exploitation, and Data Science Support program. Plus recent $743M Air Force app modernization and $99M Navy MSC wireless awards.
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