AI policy has moved to the campaign stage, with Donald Trump promising to push for growth, new federal firepower and an “AI Force” while keeping tight regulation at bay, a tailwind that can reshape where government technology dollars flow. The article highlights three US AI focused government IT and defense contractors. AeroVironment develops AI-enabled uncrewed aircraft, loitering munitions and other robotic defense systems for US and allied government customers, generating about US$1.4b from Autonomous Systems and US$584 million from Space, Cyber and Directed Energy, with roughly US$1.4b from US customers and US$556 million internationally, and a market cap of US$8.3b. Ouster builds lidar sensors and perception tools for AI driven defense, robotics and smart infrastructure systems worldwide, generating about US$204.9 million from selling lidar sensor kits, with roughly US$71.5 million reported from US customers, and a market cap of US$2.5b. The full screen surfaced 70 more US AI focused government IT and defense contractors.