Anduril announced that the U.S. Navy has awarded it a $2.9 billion contract to build components for the Virginia-class nuclear attack submarine fleet. To support this, the company plans to invest $3.7 billion in a new 2 million-square-foot "Arsenal 2" shipyard at Sparrows Point, outside Baltimore, making it a key supplier to incumbent primes Huntington Ingalls (HII) and General Dynamics (GD). The article argues Anduril is unlikely to replace these builders immediately, but it could become an indispensable part of the supply chain and later grow its own shipbuilding business. Anduril is also developing autonomous undersea vehicles such as Dive-LD and Dive-XL, and Arsenal 2 is not expected to begin operations before 2030.
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