Overland Ai Inc.

Overland Ai Inc., a Seattle-based small business specializing in autonomous ground vehicle technologies and resilient perception systems for military defense applications, operates as a prime contractor on federal R&D awards (48% of recent awards) and as a subcontractor under university research primes (52% of recent awards), competing predominantly under small business set-asides across its defense-focused footprint.

Overland Ai's customer concentration is heavily weighted toward the Department of the Army and subordinate commands. The Department of the Army European Command anchors the portfolio with a single $20.2 million Other Transaction Agreement for Ground Vehicle Autonomous Pathways II (GVAP II), awarded September 12, 2023, with performance in Mountain View, California and completion scheduled for September 11, 2026. The Department of the Army proper has placed five awards totaling $8.1 million, primarily Small Business Innovation Research Phase II contracts in autonomous ground maneuver, resilient perception, and terrain-shaping technologies. Representative Phase II awards include a $2.0 million SBIR contract for Topic A254-008 (autonomous resilient perception and terrain navigation), awarded August 29, 2025 with completion by February 28, 2027; a $2.0 million SBIR for Topic A254-P030 on autonomous vehicle pathways under the XTechOverwatch Open Topic, awarded January 19, 2026 with completion by July 19, 2027; and a $1.9 million SBIR Phase II for terrain shaping to delay enemy freedom of movement, awarded October 25, 2024 with completion by April 24, 2026. The Marine Corps holds two awards (combined $2.5 million potential value) including a $2.24 million SBIR Phase II for self-driving convoy operation (Topic N232-080), awarded May 16, 2025, without a set-aside designation. DARPA placed twelve awards (combined $250 thousand potential value), with the largest a $250 thousand Embedded Entrepreneurship Initiative contract awarded September 13, 2023. The Department of the Army Materiel Command Research Development and Engineering Command funded a cooperative agreement for Robust and Resilient Perception for Autonomous Ground Maneuver under the SARA SPRINT 3 program, awarded March 12, 2024 with completion by May 15, 2026. Across the prime footprint, 18 of 21 awards map to NAICS 541712 (Research and Development in Physical, Engineering, and Life Sciences).

Activity has accelerated in 2025 with nine awards placed that year, up from five in 2024 and four in 2023. Five awards carrying combined potential value of $28.4 million face ultimate completion inside the next twenty-four months, creating near-term recompete exposure. Overland Ai subcontracts to the University of Washington on the Robotic Autonomy in Complex Environments with Resiliency (RACER) Phase II effort for aggressive, resilient, high-speed navigation in off-road terrain, with multiple sub awards spanning December 2023 through January 2026. The company competes under total small business set-asides on most SBIR awards from the Army and Marine Corps; the GVAP II OTA and DARPA Embedded Entrepreneurship contract carried no set-aside designation. Combined potential value across all awards stands at $31.1 million against $35 million in combined dollars obligated, indicating that invoiced performance has exceeded ceiling values.