May. 1 at 6:51 AM
$OSS Seems like the program is moving again👌
Some AI researh on it:
The
$150M DRS modification on April 29th is a strong signal. You don't award a
$150M production contract modification on a paused program without intent to move forward. The 1st Cavalry Division is scheduled to trial both XM30 and M1E3 around March 2027 at the National Training Center in California. (Seeking Alpha)
That trial date is fixed. Which means the entire supply chain – including OSS's compute layer – needs to be ready before then. The pause was about competition at the vehicle integrator level (General Dynamics vs Rheinmetall), not about the subsystems and components that go inside the vehicle.
DRS getting
$150M to deliver sensors = the clock is ticking for everyone on the platform.
