Anduril Industries on May 5 named the subcontractors it will use to prototype space-based interceptors for the Space Force’s Golden Dome program. The team is Impulse Space, K2 Space, Inversion Space, Voyager Technologies, and Sandia National Laboratories. Lockheed, Northrop, and Raytheon are not on it. Anduril’s award is one of 20 Other Transaction Authority agreements issued to 12 companies in late 2025 and early 2026, with a combined potential value of up to $3.2 billion.
The interceptor supply chain is being grafted onto NewSpace, not the legacy missile defense base. The Pentagon is routing orbital weapons layer development through firms whose primary business is civilian launch and orbital logistics.
The capability stack is specific. Impulse Space builds orbital transfer vehicles. K2 Space builds large high-power satellite buses. Inversion Space builds re-entry capsules. Voyager Technologies operates commercial space stations and runs a defense systems integration arm. Sandia is a nuclear weapons lab. The same manufacturing lines and launch cadence supporting commercial low-Earth-orbit expansion are now load-bearing for U.S. nuclear defense. Golden Dome Director General Michael Guetlein has told Congress that boost-phase intercept from space will not be fielded if it is not affordable and scalable. Affordability and scale are exactly what the legacy primes cannot deliver on the 2028 demonstration timeline. Anduril chose its bench accordingly.
The oversight side is empty. There is no public rules-of-engagement framework for space-based kinetic interceptors, no confirmed Outer Space Treaty legal review, and no clean separation between firms building civilian orbital infrastructure and those now embedded in homeland nuclear defense. The next disclosure that matters is the legal opinion, not the next contract.