Anduril is committing $3.7 billion in private investment to help build the Navy’s nuclear-powered submarines.
The planned Arsenal-2 shipyard at Sparrows Point, Maryland—the former Bethlehem Steel site—will manufacture components and large sections for Virginia-class attack submarines. Initial operations are targeted for 2030, with roughly 3,100 permanent jobs projected.
These are crewed submarines used to hunt enemy ships and submarines, gather intelligence and launch conventional cruise missiles. Anduril will supply parts and assemblies; Electric Boat and Newport News Shipbuilding will continue assembling the finished boats.
The starting point explains the opportunity: torpedo tubes, reportedly among the components delaying submarines already under construction. One missing part can hold up an enormously expensive vessel.
Submarines are built in sections. Making more of those sections elsewhere allows work to happen in parallel and can free space and skilled workers at the final-assembly yards. The Navy already uses outside suppliers this way. Anduril is proposing a substantial addition to that network.
Alongside its private investment, Anduril reports a Navy contract worth up to $2.9 billion, with payments tied to production results. The $6.6 billion headline combines those figures—it does not represent an upfront government payment. The detailed award record and amount currently obligated still need direct verification.
Maryland and Baltimore County also propose incentives, with new appropriations requiring legislative approval, including support for workforce training.
Before Sparrows Point opens, a smaller Orange County facility will develop manufacturing methods, quality controls and the early workforce.
That preparation matters. Submarine parts require qualified processes, trained workers and rigorous inspection. Faster fabrication only helps if the parts pass inspection and arrive when the shipbuilders need them.
For Anduril, this expands its manufacturing business into a major, established Navy program. For defense-tech companies, it demonstrates another route into those programs: supplying industrial capacity the existing builders need.
The first milestones to watch are accepted components delivered on schedule and more assembly work handled outside the overloaded yards. Success means those additions help get submarines to the fleet sooner.