

A phone call from a crying colonel hit me harder than selling my company for $250 million.
linkedin.comBigBear.ai officially supports SEDIC's DIU OnRamp Hub proposal
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BigBear.ai submitted an official letter to the U.S. Defense Innovation Unit (DIU) supporting the Southeast Defense Innovation Center's (SEDIC) application to become a DIU OnRamp Hub for the Carolinas.
A few things stand out:
-The letter is dated July 30, 2026.
-It is signed by Bradley Zogopoulos, Deputy Director of Combatant Commands at BigBear.ai.
-BigBear.ai highlights the importance of connecting innovative technology companies with the Department of Defense.
-The letter specifically mentions areas including contested logistics, cybersecurity, aerospace, advanced manufacturing, mobility and supply chain resilience.
This is not a contract announcement and it doesn't create immediate revenue.
However, it does show BigBear.ai is actively participating in the U.S. defense innovation ecosystem and supporting initiatives that could strengthen future collaboration between the DoD and non-traditional technology companies.
With AI and defense continuing to be major priorities, I think it's another example of BBAI positioning itself where future opportunities are likely to emerge.
Healthcare Simulation Community of Practice Event by BigBear.ai august 5
events.gcc.teams.microsoft.comPalantir just reminded the market why AI is still a massive opportunity. Could BBAI benefit?
Palantir's latest earnings showed something important: companies and governments are not slowing down their investment in AI. Real AI deployments are happening, especially in areas like defense, intelligence, logistics and decision-making.
That naturally raises the question: which smaller AI companies could benefit from this trend?
BigBear.ai is an interesting one to watch.
BBAI is obviously not Palantir, but there are some interesting similarities. Both operate in markets where AI is used for mission-critical decisions, including defense, government and large-scale operations.
A few things stand out:
BigBear.ai is growing its business, expanding margins and increasing its backlog. The company has also continued winning contracts and building relationships in areas where AI adoption is becoming increasingly important.
The recent partnership with AD Ports Group is another example of BBAI expanding its AI capabilities into global trade, logistics and border management.
What makes the timing interesting is the broader AI momentum after Palantir's results. When investors become more confident in a sector, attention often moves from the largest companies to smaller names that have not moved as much yet.
BBAI also remains one of the more heavily shorted AI stocks. If sentiment improves and buyers return, short covering could add extra momentum. Of course, a squeeze is never guaranteed, and BBAI still has to prove consistent execution.
But the setup is becoming interesting:
A growing AI market. Strong defense and government demand. Improving fundamentals. A company still flying under many investors' radar.
Palantir showed the market is willing to reward companies that can prove AI value.
We just wrapped our second quarter earnings call and I wanted to share a few highlights with our BigBear.ai team.
linkedin.comBigBear.ai's AI-Powered Radar Partnership with C Speed Looks Promising
C Speed has highlighted its LSR-1000 Rapid Deployment Unit (RDU), a mobile long-range radar system that can be deployed in under 10 minutes while delivering high-fidelity long-range surveillance. What's particularly interesting for BigBear.ai investors is the mention that the platform is AI-enabled through BigBear.ai's collaboration with C Speed.
If this partnership continues to mature, it could strengthen BigBear.ai's position in AI-powered defense and border surveillance—an area where autonomous sensor fusion and real-time decision support are becoming increasingly important.
Key highlights:
• AI-enabled long-range radar
• Rapid deployment (<10 minutes)
• Mobile, compact system
• High-precision long-range tracking
• Collaboration between BigBear.ai, C Speed, and EDGE
While it's too early to speculate on the financial impact, it's encouraging to see BigBear.ai's technology being integrated into operational defense solutions rather than remaining purely conceptual.
What do you think? Could partnerships like this become a meaningful growth driver for BigBear.ai over the next few years?