European Defence Autonomy Scales
Quantum Systems Secures $1.2B Series D Funding to Scale European Multi-Domain Autonomous Defence Platforms
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Key Points
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The Series D round was co-led by Blackstone, Noteus, Airbus and Advent, with participation from BOND, Fidelity Management & Research Company, Wellington Management, A.P. Moller Holding, Elephant Lake Ventures, and existing shareholders Balderton and HV Capital.
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MOSAIC UXS is described as the backbone that connects platforms, sensors, counter-UXS systems, drone ports and partner technologies into a single interoperable system.
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Quantum Systems has discussed a potential merger with Stark, a German strike-drone startup founded by co‑founder Florian Seibel in 2024, signaling consolidation activity in Europe’s defence-tech sector.
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The company has already completed strategic acquisitions, including AirRobot, Nordic Unmanned and Spleenlab, as part of broadening its capabilities across air, land and maritime domains.
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In addition to the core multi-domain push, the fundraising is paired with signals of expansion into the maritime domain and the development of a larger aircraft, with CFO Jonas Jarosch emphasising the round’s role in accelerating scale and enabling strategic options abroad.
Quantum Systems has closed a $1.2 billion Series D round, valuing the Munich-based drone maker at roughly $8 billion — more than doubling its worth in under a year, according to EU-Startups. The round was co-led by Blackstone, Noteus, Airbus, and Advent, with Fidelity, Wellington Management, and A.P. Moller Holding among the participating institutions.
The raise is one of the largest ever for a European defense-tech company. Co-founder and Co-CEO Florian Seibel said the company now has "more than $1.2 billion of dry powder to execute" its vision of becoming what he calls the "international neo-prime" — a venture-backed rival to legacy defense giants like Airbus and Rheinmetall, EU-Startups reported.
The Stark Merger That Could Change Everything
The most explosive implication of the Series D is a potential merger with Stark, a strike-drone startup that Seibel himself founded in 2024 — outside of Quantum Systems. He created Stark separately because early Quantum investors had mandates against funding "lethal" weapons, according to Financial Times. Stark raised $62 million led by Sequoia Capital and reached a €1 billion valuation by early 2026.
Seibel said the Series D was used to "clean up" the shareholder structure, letting ethics-constrained investors exit. "I was never really happy that I was forced to build Stark outside of Quantum," he told Financial Times, adding that the funding would let him "bring my two babies back together." Stark's flagship product, the Virtus, is a loitering munition — essentially a kamikaze drone.
MOSAIC Software Ties Air, Land, and Sea Together
At the heart of Quantum's pitch is MOSAIC UXS, a software platform launched in June 2025. It acts like an operating system for autonomous weapons. It connects drones, sensors, counter-drone systems, and drone ports from multiple vendors into one command interface, SUAS News reported. The goal is interoperability — so a soldier doesn't need a different app for every platform.
In March 2026, the company partnered with Daimler Truck to use MOSAIC for automated military supply convoys. The system uses a "leader-follower" model to move supplies through contested zones with fewer personnel at risk, according to Aviation Week. Quantum has also integrated MOSAIC with battle management tools like Palantir Maven, expanding its reach into existing military infrastructure.
Acquisitions Already Reshaping the Company's Footprint
Quantum Systems has not waited for the Series D to start building scale. Between 2024 and late 2025, it acquired AirRobot, a Bundeswehr supplier; Nordic Unmanned UK, expanding its maritime reach; and Spleenlab, an AI perception startup, according to Tech.eu. The company now employs over 1,000 people across Germany, the US, UK, Australia, Romania, and Ukraine.
The company has delivered over 4,000 drones to date and projects revenue exceeding €300 million in 2025. Its manufacturing footprint includes a 135,000-square-foot facility in California and a 40,000-square-foot factory in Swindon, UK. CFO Jonas Jarosch said the round is designed to "double down" on becoming the leading autonomous systems company based in Europe, Tech.eu reported.
Europe's Sovereignty Push Draws Scrutiny and Support
Airbus Defence and Space joined the round as both investor and partner, a move analysts see as more strategic than financial. Its involvement gives Quantum a direct bridge to established European defense procurement. Supporters argue the company is essential to keeping Europe off US platforms like Anduril and off Chinese platforms like DJI, according to Aviation Week.
But questions linger. Peter Thiel holds a minority stake in Stark, drawing scrutiny from German officials worried about foreign influence over sovereign defense technology, EU-Startups noted. With an $8 billion valuation and a path to profitability, a 2027 IPO in Frankfurt or New York is now openly discussed among institutional backers, according to Financial Times.
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