Member Info for Muck165

Note as well that she joined Google in Feb as its Cloud leader for central govt having spent the previous 5 years as the Public Sector Sales Director for Oracle

From Google

https://www.googlecloudpresscorner.com/2025-09-11-Google-Cloud-Awarded-Landmark-Sovereign-Cloud-Contract-with-UK-Ministry-of-Defence?linkId=16733385

And for anyone interested, the other two videos here are also interesting, particularly the AI Native Infrastructure one which, at least to my mind, explains exactly why Whitespace Collective is so powerful for military use going forwards.

https://www.youtube.com/@AiDefenceJournal

Nice find.

A little more here

https://aidefencejournal.com/news/breaking-news/project-ixian-a-sovereign-ai-platform-for-information-warfare

Because the one thing they didn’t tell us was who the M7 partner was. Conjecture I know, but they said they would reveal details of their first project…AT…..DSEI. They’ve also said this will be the biggest day yet. I am just wondering if there will be a further reveal at DSEI made WITH the M7 partner.

Wow - someone got the wrong end of what I was trying to say.

I think there will be a further reveal at DSEI today. I think that’s why they’ve not put details on their site yet.

Nothing more than that.

Just to note the ALRT don’t seem to have put details of Ixian on their site yet. Odd when you consider everything else is timed perfectly to coordinate (tweets, RNS etc). It really does feel to me like further details, like the M7 partner will be revealed today, and that’s when details will goon the site.

They’re yet to do the reveal AT DSEI. Perhaps that’s what they’re alluding to, and perhaps that will be done with the M7 partner.

I cheated and asked AI what the SDR says about Information Operations - this is what it told me

Putting together what SDR says and what it implies, here’s what one can expect regarding how Information Operations will evolve under SDR:

UK Defence will shift IO from being a somewhat separate or supporting function, to being baked in from the start as part of strategy, planning, operations — especially when combined with cyber / electromagnetic warfare.

IO will become more central when designing “battlefield awareness”, “targeting webs”, and information advantage. That includes being able to monitor, analyse, and if needed counteract adversary influence campaigns (disinformation, propaganda, etc.) more quickly.

More resources, training, command structures will be dedicated to IO; more integration with agencies outside the Ministry of Defence (e.g. intelligence services, media, civil communications, possibly foreign affairs) to deliver influence and strategic communications.

The UK will likely invest in tools and capabilities that can monitor and act in the information space: e.g. AI & data analytics to detect adversary messaging; rapid digital response; coordination of messaging across platforms; understanding and using “information environment” as a domain in its own right.

Oversight, doctrine, legal/ethical frameworks will need development for IO: because influencing public opinion, messaging, etc. often brings challenges around free speech, information integrity, legality and norms.

Just on Andrew, a post from him yesterday

“ I visited the Fujitsu stand at DSEI yesterday (impressive stand) and it was brilliant to see our institutional knowledge management AI tool for Defence (Saga) being demo'd by the Fujitsu team. This is not only an example of GenAI, and AI workflows, deployed against an MoD wide capability but also how a Sovereign UK SME (HQ'd in Belfast) is collaborating with a Global SI prime with their scale and expertise. Very relevant with the publication this week of the Defence Industrial Strategy and its focus in underpinning the UK SME industrial base.”

https://www.linkedin.com/posts/webberai_dsei2025-aifordefence-sovereignai-activity-7371423682902245376-9HJr?utm_source=share&utm_medium=member_desktop&rcm=ACoAAEuI5eIBooawepY_Ubn_CKcFOzTXAaBN1HA

Who knows - he might just think the articles are all linked.

But he might also know they’re linked

I am more than hopeful that WS, Oracle and the hyperscaler will all be involved.

Oracle can provide the MoD with a sovereign, air-gapped cloud platform to keep sensitive data secure and compliant.

Whitespace can layer its defence-focused AI operating system on top, giving operators trusted tools for intelligence, planning, and decision support.

A hyperscaler can contribute advanced models and GPU technology, imported under strict controls, so the MoD benefits from cutting-edge AI while retaining full sovereignty.

For info

https://seekingalpha.com/news/4493641-oracle-surges-32-after-rpo-goes-nuclear-say-analysts

What’s become obvious is that modern warfare is drone warfare.

Any sovereign system to coordinate a drone swarm, and is target ting decisions in real time will be invaluable to U.K. defence.

That’s what Arondite, the other company on Bertie’s panel are pursuing. Kind of suggests that kind of capability is what we’re pursuing too.

3pm today. Announcement before that at a DSEI press briefing I suspect, with RNS to coincide.

Only 4 people on it - two from E&Y (likely as govt consultants I think.

Bertie

Will Blyth from Arondite.

Arondite put this out last week. Clearly they also expect to see massive growth in this space.

https://www.calibredefence.co.uk/arondite-announces-plan-to-invest-100-million-in-the-uk/

From what I can see the following have warrants exercisable at 0.00325p

Richard Bassett – 19,465,224 warrants

Andrew McCartney – 19,465,224 warrants

James Norwood – 19,465,225 warrants

Ian Yarwood‑Lovett – 9,732,613 warrants

Anthony Stazicker – 19,465,225 warrants

So it would seem our new entrants have taken advantage of the situation. Can’t blame them really.

Well that helps explain the price action….

That’s true.

But given the choreographed news flow up until this point, and the clear signposting of a reveal at DSEI, it’s reasonable to expect an RNS tomorrow or Thursday.

20 listed here, all recent.

Some are to join us.

Some are for projects with customers.

Phrases like these are used

“to join our prime defence customer”

“to support a major defence program”

Doesn’t seem like a business struggling too much

https://www.google.com/search?q=rc%20fornax%20job%20vacancies&ie=UTF-8&oe=UTF-8&hl=en-gb&client=safari&jbr=sep:0&udm=8&ved=2ahUKEwivxcCAscuPAxX9T0EAHYGxGmQQ3L8LegQIHxAM#vhid=vt%3D20/docid%3DnYvI2zq3dy_My5gnAAAAAA%3D%3D&vssid=jobs-detail-viewer

Cannot buy a bean