Airship AI Holdings, Inc.

AISP

$2.03

-3.57%

N/A-$0.08

Technology

Software - Infrastructure

NASDAQ

Active Trading

Based in the U.S., Airship AI Holdings, Inc. delivers an artificial intelligence-powered surveillance solution that unifies video, sensor, and data management capabilities. ...

Supply Chain of AISP

Upstream

Foundry, packaging, memory, wafers, components, and input vendors.

Upstream

Leading Camera Manufacturers (model-level integration partners)

Technology Ecosystem Partners (Pre-Trained AI Model Providers)

Electronic Component & Enclosure Suppliers (Unnamed)

TSMC (Taiwan Semiconductor Manufacturing Company)

Samsung Electronics Co., Ltd.

NVIDIA Corporation

NASDAQ:NVDA

GPU/AI chipset supplier for Outpost AI edge appliances — provides AI inferencing processing power at the edge

Intel Corporation

NASDAQ:INTC

CPU/chipset supplier for Outpost AI edge appliances — provides x86 processing and optional Intel AI acceleration

Leading Camera Manufacturers (model-level integration partners)

Integration partners enabling Airship AI software to ingest video feeds from major IP camera brands (model-level integration with multiple OEMs)

Technology Ecosystem Partners (Pre-Trained AI Model Providers)

Provide pre-trained AI models that Airship AI customizes using proprietary datasets for computer vision and sensor analytics

Electronic Component & Enclosure Suppliers (Unnamed)

Suppliers of memory, storage, power supplies, enclosures, and other electronic components for Outpost AI edge hardware assembly

Downstream

Customers, distributors, OEMs, and channels that absorb output.

Downstream

U.S. Department of Justice (DOJ)

U.S. Department of Homeland Security (DHS)

Fortune 100 Transportation & E-Commerce Company (Undisclosed)

U.S. Federal Law Enforcement Agencies (Various)

State & Local Law Enforcement Agencies

Commercial SMBs (Schools, Hospitals, Casinos, Logistics, Retail)

Skydio, Inc.

U.S. Department of Justice (DOJ)

Multiple sole-source and competitive contract awards for Acropolis FedRAMP deployment and Outpost AI edge appliances. 16 federal contracts awarded in 2025 including $11M in firm fixed-price awards. · 40.0%

U.S. Department of Homeland Security (DHS)

$4.0M border security contract (Oct 2024) for full suite of Airship AI hardware/software. $2.1M follow-on award (Apr 2026) for AI-driven public safety solutions. · 20.0%

Fortune 100 Transportation & E-Commerce Company (Undisclosed)

Multiple contract awards including $1.2M initial award (Oct 2024) and seven-figure follow-on maintenance/sustainment contract (Jan 2025) for Acropolis platform. Likely a major national logistics/parcel carrier. · 15.0%

U.S. Federal Law Enforcement Agencies (Various)

Multiple agencies within DOJ and DHS procuring Outpost AI edge devices and Acropolis software for surveillance and investigative support. · 10.0%

State & Local Law Enforcement Agencies

Customers for Airship AI video/sensor management platforms for public safety operations. · 5.0%

Proxies

Public comparables and monitoring names used as representatives for the analysis.

Proxies

Palantir Technologies Inc.

Axon Enterprise Inc.

C3.ai Inc.

Palantir Technologies Inc.

NYSE:PLTR

Closest publicly traded proxy — provides AI/ML data analytics platforms for U.S. government (defense, intelligence) and commercial customers. Follows similar government-to-commercial expansion playbook with FedRAMP/government contracting model. Airship AI is frequently compared to Palantir as a smaller, more niche competitor.

Axon Enterprise Inc.

NASDAQ:AXON

Public safety technology provider with AI-driven body cameras, cloud evidence management, and drone integration serving law enforcement. Overlapping customer base (police, DOJ) and similar edge-to-cloud architecture. Axon also partners with Skydio.

C3.ai Inc.

NYSE:AI

Enterprise AI application software company with significant government (DoD, intelligence) contracts. Provides AI model deployment platforms. Similar business model of AI software on government and commercial contracts.

Geographic

Region-level exposures that can distort the supply network.

Geographic

Taiwan

South Korea

United States

TSMC

SK hynix Inc.

Samsung Electronics Co., Ltd.

U.S. Department of Justice

U.S. Department of Homeland Security

Taiwan

Semiconductor fabrication concentration (indirect via NVIDIA/Intel supply chain via TSMC)

TSMCNYSE:TSMSub-supplier (Tier 2) fabricating NVIDIA and Intel chips used in Outpost AI edge appliances

South Korea

Memory supply chain (SK hynix, Samsung supply memory for GPU modules)

SK hynix Inc.KRX:000660Memory supplier to NVIDIA GPUs used in Outpost AI

Samsung Electronics Co., Ltd.KRX:005930Memory/storage component supplier in edge compute supply chain

United States

Government contract concentration risk — all major contracts are with U.S. federal agencies subject to budget cycles and political changes

U.S. Department of JusticeLargest customer segment — sole-source and competitive contracts

U.S. Department of Homeland SecuritySecond-largest government customer — border security and public safety contracts

Concentration

Customer, supplier, or partner concentration exposures that can distort the supply network.

Customer

Critical

Extreme customer concentration — estimated 70%+ of revenue derived from U.S. federal government customers (DOJ, DHS). Loss of key contracts or government budget disruptions would severely impact revenue.

Equipment

High

Dependency on NVIDIA and Intel as sole-source chipset providers for Outpost AI edge hardware. Any supply disruption, allocation issues, or extended lead times directly impact hardware delivery timelines.

Foundry

High

Indirect dependency on TSMC (sole fabricator of key NVIDIA AI GPUs and Intel chips). Geopolitical risks in Taiwan could cascade through the entire supply chain.

Other

High

Small company with ~65 employees and ~$104M market cap — limited operational redundancy, single points of failure in key technical and leadership roles.

Revenue mix

How the target's revenue mix translates into supply-chain leverage and dependency.

Federal Government (DOJ, DHS, Law Enforcement Agencies)

70.0%

Government contracts drive demand for Outpost AI edge hardware (Intel/NVIDIA chipsets) and Acropolis FedRAMP-certified software deployments. Contract timing creates quarterly revenue lumpiness.

Fortune 100 Commercial (Transportation & E-Commerce)

20.0%

Commercial expansion drives Acropolis platform and recurring maintenance revenue. Follow-on contracts indicate sticky enterprise relationships.

SMB Commercial (Schools, Hospitals, Casinos, Logistics, Retail)

10.0%

Acropolis Commercial targets a fragmented SMB market via channel partners; lower per-deal revenue but broader addressable base.

About UsPrivacy PolicyTerms of ServiceDisclaimerStock DirectoryETFsIndices13F HoldingsAnalyst TargetsFree ToolsTechnology MapJoin our Slack

Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer