In the next two years, a Silicon Valley defense startup called Foundation aims to build 50,000 humanoid robots for frontline military and industrial use, putting AI-powered “battle droids” on track to take on the most dangerous jobs handled by human soldiers. These robots are emerging just as new legislation seeks to boost US robotics leadership and keep foreign-made humanoid systems out of critical infrastructure and security roles. As policymakers race to get “robot ready,” public-market names like Knightscope, Inc. (NASDAQ:KSCP), Palantir Technologies Inc. (NYSE:PLTR), Ouster, Inc. (NYSE:OUST), SoundHound AI, Inc. (NASDAQ:SOUN), and Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) are already commercializing the AI, sensing, and security stacks that could underpin this emerging humanoid security ecosystem.
Knightscope, Inc. (NASDAQ:KSCP) is a Silicon Valley security technology company whose AI-powered robots and connected devices help safeguard the places people live, work, study, and visit across the US, from schools and residential complexes to factories, logistics hubs, and transit centers. By combining hardware, software, and live human support into a recurring‑revenue service, Knightscope captures real-time data and turns it into actionable intelligence and forensics that give officers and guards capabilities traditional cameras and patrols simply cannot match.
Building on that foundation, Knightscope is rolling out its Autonomous Security Force, a fully managed operation that fuses human expertise, autonomous machines, perimeter detection, sensors, analytics, and 24/7 remote monitoring into one integrated security layer.
Centered on a Deter–Detect–Respond loop and powered by platforms like the K7 and K5 Autonomous Security Robots, K1 Capsule, K1 Super Tower, Signals command-and-control, and RTX remote monitoring with Augmented Security Agents, the company aims to show investors what its CEO has long argued: robots won’t just be everywhere, they’ll be on the front lines of public safety.
Recent company updates show Knightscope, Inc. (NASDAQ:KSCP) is working to scale this model faster. In February 2026, the company hired Lake Street Capital Markets as a buy-side advisor to help pursue acquisitions that could add new capabilities to its security platform, expand its customer base, and deepen the services wrapped around its Autonomous Security Force. Instead of relying only on organic growth, Knightscope is now signaling that it’s willing to buy complementary capabilities to accelerate its roadmap and potentially reach scale much sooner than it could on its own, whether that means more advanced sensors, software, or guard and monitoring operations. Note the CEO of Knightscope has prior executed a successful roll-up in a fragmented industry, buying 22 companies in 11 months building the world’s 2nd largest automotive recycler, now part of LKQ Corporation (NASDAQ: LKQ).
Click here for more information about Knightscope, Inc. (NASDAQ:KSCP).
AI, Robotics, and Security Platforms Advance Real-World Adoption
Palantir Technologies Inc. (NASDAQ:PLTR) continues to cement its role as a core AI infrastructure provider for both government and commercial customers. In Q4 2025, total revenue grew 70% year over year to roughly $1.4 billion, with US revenue up 93% and US commercial revenue up 137% as more enterprises adopted its AI-driven platforms. The company closed a record $4.3 billion in total contract value, delivered a Rule of 40 score of 127%, and issued 2026 guidance calling for 61% overall revenue growth and 115% growth in US commercial revenue, positioning its software as the “operating system” for data-intensive defense and industrial operations.
Ouster, Inc. (NASDAQ:OUST) is pushing its lidar and software deeper into security with a strategic partnership with Constellis, a global provider of advanced security and mission support services. Constellis’ LEXSO platform combines lidar, radar, thermal imaging, acoustic detection, and video analytics into a unified operating picture, with Ouster’s Gemini software and digital lidar serving as the foundational “Physical AI” layer to deliver real-time 3D intelligence, threat classification, fewer false alarms, and automated responses across complex environments.
Last year, SoundHound AI, Inc. (NASDAQ:SOUN) quietly crossed into the public safety arena through a partnership with Rekor Systems, bringing its voice AI into police and emergency vehicles. The joint solution lets officers use natural speech to control in‑car systems like license plate readers, lights, sirens, and radios, and to hear spoken alerts on wanted vehicles and critical incidents, turning conversational AI into a hands‑free co‑pilot for law enforcement in the field.
Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) is pushing deeper into autonomous airpower through its Mighty Hornet IV program, developed with Taiwan’s National Chung-Shan Institute of Science and Technology (NCSIST). In February 2026, the partners announced successful testing of the integrated Mighty Hornet IV attack UAV, which transforms Kratos’ MQM-178 Firejet target drone into a high-speed, mission-ready platform designed to support manned-unmanned teaming and loitering munition roles.
In November 2025, Knightscope, Inc. (NASDAQ:KSCP) unveiled its all-new K7 Autonomous Security Robot, a perimeter workhorse built to roam huge outdoor sites like logistics yards, industrial complexes, transportation hubs, and defense installations 24/7. Designed for light off-road terrain and long fence lines, the K7 layers Knightscope’s AI-powered detection, deterrence, and reporting stack on top of a mobile platform that can watch, listen, and stream real-time intelligence across areas that are too vast, remote, or hazardous for traditional guards and fixed cameras to cover on their own.
Click here for more information about Knightscope, Inc. (NASDAQ:KSCP).
Featured image @ Freepik
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