Overlays direct program participation, technical signals, ecosystem signals, and talent signals around the highest-priority programs. TSS/TMT + OWT, NGC, SVT, FAMTS, FFLIT/FAcT, and China low-altitude buildout form the core watchlist clusters.
| Program Cluster | Companies to Watch | Why These Matter |
|---|---|---|
| TSS/TMT | Cole Engineering, By Light, BISim, Maxar | Controls orchestration and software layer around multiple trainers |
| RVCT | Cole Engineering, By Light, Veraxx, CAE | Rewards modular hardware-plus-software collective training |
| OWT | Maxar, Array Labs, BISim | Terrain-control and simulation-substrate fight |
| NGC | Battle Road Digital, Palantir | Cloud-scale constructive stack with data fabric |
| SVT | CAE USA, Serious Simulations, FAAC, Haptech | CAE foothold with partner ecosystem around soldier readiness |
| FAMTS | CAE Australia, Adacel, Milskil, Nova Systems | Sovereign training enterprise with ATC and AI assessment |
| FFLIT / FAcT | CAE, SkyAlyne, CGI, Bluedrop, Textron | National training operating system as 25-year enterprise |
| China low-altitude | Wofei, EHang, Ansheng, DJI, Haite | Training + certification + operations compressed into one stack |
TSS/TMT and OWT can decide who owns the substrate. NGC shows game-tech and data-tech firms shaping future constructive infrastructure. SVT is a foothold that can expand or stall. FAMTS and FAcT are reference architectures for sovereign training competitions. China low-altitude builders are locking in training, operations, and financing before the market matures.