With the U.S. government committing over $33 billion to artificial intelligence and drone technology through the newly enacted One Big Beautiful Bill Act (“OBBBA”), the defense landscape is poised for a rapid evolution, and Safe Pro Group (NASDAQ: SPAI), an emerging provider of AI-powered security and threat detection solutions, expects to capitalize on this growth.
Signed into law on July 4, 2025, the OBBBA allocates $13.5 billion to unmanned systems and another $16 billion toward federal AI initiatives, including defense modernization and border security. The bill marks one of the largest U.S. investments to date in next-generation battlefield technologies (https://ibn.fm/nttLF).
Safe Pro Group operates at the intersection of these priorities. Its SpotlightAI(TM) platform uses computer vision, deep learning, and artificial intelligence to rapidly analyze imagery captured by commercial drones. This platform, part of the company’s SPOTD (Safe Pro Object Threat Detection) suite, can identify over 150 types of mines and unexploded ordnance in a fraction of a second per image.
The data fueling this system comes from one of the most mine-contaminated regions in the world: Ukraine. With a growing dataset now encompassing over 1.66 million GPS-tagged drone images, Safe Pro has already identified more than 28,000 real-world threats across an area roughly the size of Manhattan.
The company’s leadership believes the timing of OBBBA is significant. “As the United States seeks to harness the power of drones and AI to support the warfighter and protect its borders, we believe that the passage of the OBBBA creates significant opportunities for our unique, battle-tested imagery analysis technology within the Department of Defense,” said Chairman and CEO Dan Erdberg. “We look forward to advancing our activities with the multiple program executive offices within the DoD and prime contractors supporting customers on fulfilling new AI capabilities with this new funding.”
Safe Pro is in active discussions with multiple DoD program executive offices and prime contractors, who will now have access to substantial new funding. Unlike in past years, the OBBBA also aims to streamline acquisition processes, removing barriers that have traditionally slowed the deployment of innovative technology in the federal space. The bill will result in reduced restrictions and procurement “red tape,” leading to a proliferation of drones, driving an exponential increased need for AI image analysis, a task Safe Pro is uniquely suited to perform.
A critical application under development is the integration of Safe Pro’s SPOTD detection capabilities into the U.S. Army’s ATAK platform (Android Tactical Assault Kit), which is already widely deployed. The aim is to allow mine detections made through SpotlightAI(TM) to be instantly shared across soldier-worn and vehicle-mounted devices in real time.
Beyond software, Safe Pro operates a diversified set of defense and public safety businesses. Its Airborne Response division provides drone-as-a-first-responder services for law enforcement and drone-based critical infrastructure inspection and monitoring services for tier-one enterprise customers. Another unit, Safe-Pro USA, manufactures U.S.-made ballistic protection products, including advanced body amor plates, EOD suits and bomb blankets that meet NATO and DoD specifications.
This multi-pronged approach gives Safe Pro exposure to both emerging tech and traditional defense supply channels. As a HUBZone-certified small business, Safe-Pro USA also qualifies for procurement set-asides, enabling access to government grants and contracts that favor domestic production.
Analysts estimate that the global defense AI and drone market could exceed $15 billion in the coming years. With the U.S. market now being supercharged by OBBBA, Safe Pro’s early investments in AI and real-world battlefield data could give it a key edge. The shift is not just strategic; it’s logistical. As drone usage increases, so too does the flood of image data requiring analysis. Safe Pro’s platform offers a scalable and automated method for turning that data into critical actionable insights.
For more information, visit the company’s website at www.SafeProGroup.com.
NOTE TO INVESTORS: The latest news and updates relating to SPAI are available in the company’s newsroom at https://ibn.fm/SPAI
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