Ondas deepens defense push with Nammo and Rift Dynamics to build complete Wåsp munition drone ecosystem in America

Ondas Holdings Inc. (NASDAQ: ONDS) has expanded its strategic partnership with Rift Dynamics to include Nammo, forming a tri-national alliance to deliver a fully integrated Wåsp munition drone platform purpose-built for U.S. defense applications. The collaboration marks a decisive step toward transforming attritable drone production into a unified system that meets National Defense Authorization Act (NDAA) compliance and Department of Defense (DoD) procurement efficiency goals.

By combining Ondas’ autonomous systems expertise, Rift Dynamics’ airframe technology, and Nammo’s decades of warhead engineering, the partnership aims to accelerate the deployment of mass-producible, low-cost munition drones for the American defense market. The integrated Wåsp system—offering both the airframe and warhead as a turnkey product—will be marketed exclusively in the United States by Ondas’ American Robotics division.

How the Wåsp integration simplifies U.S. defense procurement through NDAA compliance and single-source efficiency

At the heart of Ondas’ expanded partnership is an effort to remove long-standing bottlenecks in defense drone acquisition. Typically, attritable unmanned aerial systems (UAS) and their corresponding munitions are sourced from separate contractors, creating fragmented certification cycles and delayed field readiness. By contrast, Ondas’ integrated Wåsp system offers a single, NDAA-compliant architecture combining propulsion, guidance, and munitions into one streamlined package.

Eric Brock, CEO of Ondas Holdings, indicated that the partnership represents a practical approach to “rapid production scalability” while ensuring compliance with U.S. sourcing standards. Rather than relying on cross-border supply chains for critical defense technologies, the Wåsp program consolidates component development within approved U.S. and allied facilities. The design is expected to align with Section 2209 of the FY2025 defense authorization, which encourages modular attritable systems capable of domestic manufacturing.

Nammo’s inclusion provides an immediate compliance advantage. The Norwegian-headquartered defense company already operates U.S.-based manufacturing sites certified for explosive ordnance production, which simplifies the export control framework. By embedding Nammo’s munitions directly into Rift Dynamics’ Wåsp airframe, Ondas gains an integrated kill-chain capability previously unavailable to small and mid-tier drone manufacturers.

This design shift positions Ondas as a defense systems integrator rather than just a drone OEM. For the Pentagon, such alignment means less redundancy in contract management and faster testing-to-deployment timelines. The company’s move coincides with the DoD’s “Replicator” initiative—an effort to field thousands of attritable, affordable drones capable of operating in swarms under contested conditions.

Why Nammo’s warhead technology and U.S. footprint strengthen Ondas’ pathway into military-grade drone production

Nammo’s participation extends beyond mere component contribution—it embeds a layer of ordnance precision and compliance that significantly raises the Wåsp’s operational credibility. The company has a well-established history of working with NATO-aligned forces, developing air-delivered munitions and next-generation warheads that comply with stringent safety and environmental standards.

For the Wåsp platform, Nammo’s ordnance integration ensures that the drone can carry payloads optimized for both precision strikes and area denial, depending on mission profiles. Early demonstrations in European defense programs have already validated the Wåsp’s aerodynamic stability and modular payload architecture. With Nammo now fully involved, the version slated for the U.S. market will feature American-manufactured warheads, advancing full NDAA traceability.

Industry observers have noted that the integration addresses one of the biggest challenges in defense procurement: the interface between drone control systems and explosive payload safety. By coordinating flight software and detonation logic during early-stage engineering, Ondas and Nammo eliminate the risk of incompatible systems that can delay defense qualification by months or even years.

From an industrial policy standpoint, this partnership aligns with the Pentagon’s current push to reduce dependence on non-allied defense inputs. The U.S. military has made clear through multiple procurement memoranda that domestic and friendly-nation production lines will receive priority consideration for future contracts, especially in autonomous weapons and tactical munitions. Ondas’ partnership positions it squarely within that policy trend.

How the integrated Wåsp platform aligns with the U.S. Replicator initiative and the rise of attritable drone warfare

The Replicator initiative—launched by Deputy Secretary of Defense Kathleen Hicks—has become the benchmark for evaluating small drone manufacturers’ readiness to deliver swarming, cost-effective systems. The program’s core philosophy emphasizes quantity over complexity, with a focus on attritable systems that can be rapidly produced and deployed in contested airspace.

Ondas’ Wåsp concept fits squarely within this framework. By combining autonomous flight capability with a fully integrated munition, the system eliminates the need for separate logistics chains. This not only simplifies deployment but also enables the use of coordinated swarm tactics, where multiple Wåsp drones can operate as distributed precision assets.

Rift Dynamics’ aerodynamic design provides low radar cross-section and high maneuverability, while Ondas’ AI-based control suite—derived from American Robotics’ autonomous flight software—supports adaptive mission routing and real-time target selection. Coupled with Nammo’s munitions, the resulting ecosystem is more than a drone; it becomes a self-contained tactical system capable of both surveillance and strike.

Such capability aligns with emerging U.S. operational doctrines that prioritize cost-effective deterrence through mass. Instead of deploying a handful of expensive platforms, the military seeks hundreds of autonomous, expendable systems with precision capability. Ondas’ integrated approach allows it to supply this demand directly without relying on intermediary integrators.

What the Ondas-led alliance reveals about the evolution of autonomous weapons integration and the changing U.S. procurement landscape

Ondas’ expanded alliance reflects a deeper industrial transformation—one where autonomy, AI guidance, and kinetic payloads converge under unified architectures. Historically, this integration was limited to large defense primes with deep budgets and vertically integrated production. By contrast, the Wåsp ecosystem suggests that smaller firms can now achieve the same synthesis through targeted partnerships and modular engineering.

For policymakers, such models support supply chain diversification. The partnership’s “Made in America” compliance could influence how future procurement frameworks prioritize attritable drone systems that are both scalable and domestically sourced. In turn, it pressures incumbent defense primes to accelerate modularity in their own systems to maintain competitiveness.

From a technological lens, the Wåsp’s design philosophy mirrors trends in allied programs, including the U.K.’s LANCA initiative and Australia’s Ghost Bat project. The convergence of AI-driven targeting, lightweight munitions, and cooperative swarm behavior is becoming the new frontier in tactical airpower. Ondas’ integration with Nammo and Rift Dynamics positions it among the emerging cohort of innovators driving this shift.

If successful in meeting DoD qualification standards, the fully integrated Wåsp system could mark a turning point in how the U.S. approaches small drone warfare—favoring interoperability, cost control, and manufacturing sovereignty over traditional bespoke procurement cycles.

What Ondas’ evolving stock performance reveals about investor confidence in its integrated drone and munitions strategy

Ondas Holdings Inc. (NASDAQ: ONDS) saw a surge in trading volume following the announcement. Shares traded around $11.05, up roughly 1.8% on the day of disclosure, with intraday highs exceeding $11.20 before moderating into late afternoon. The company’s valuation has drawn renewed attention from defense-sector investors, who view the Nammo integration as a material pivot from commercial drones toward military-grade autonomy systems.

Analysts noted that Ondas’ defense orientation introduces a new risk-reward profile. The shift from a software-driven UAV ecosystem toward weaponized platforms may increase regulatory scrutiny, but it also unlocks access to multi-year government contracts under the DoD’s Rapid Defense Experimentation Reserve (RDER) program. With global tensions sustaining elevated defense budgets, Ondas’ move could position it among small-cap defense equities primed for institutional rotation.

Investor sentiment across trading forums and institutional trackers suggests cautious optimism. The key will be securing an initial U.S. defense demonstration order—likely under a prototype Other Transaction Authority (OTA) or direct commercial sales model. If successful, Ondas could transition from niche defense contractor to recurring supplier status within 18 months.

Financially, Ondas’ capital structure remains lean, providing flexibility for joint venture arrangements or licensing models with larger primes. While execution risk persists, particularly around certification timelines and production scalability, the market’s early reaction implies a willingness to price in potential upside from U.S. defense procurement.