What public companies just told the SEC about AI, read straight from the filings. Every quote links the original document.
Ondas Files on Defense Agentic AI Venture With Palantir
An 8-K from Ondas Inc. filed October 13 describes a new platform called Regna AI, built on Ondas and Palantir's existing SkyWeaver C4I surveillance collaboration. Ondas will serve as Regna AI's initial customer, putting live operational requirements behind a platform that has not yet seen external deployment. Palantir is named as a working partner in both the existing program and the new build.
"By combining embedded agentic AI with edge processing, SkyWeaver provides an operational foundation for Regna AI's mission-specialized models in multi-domain and degraded-connectivity environments."
The filing says customer deployments are expected over the coming months, beginning with intelligence and surveillance applications. For a small-cap defense company, naming Palantir as an active partner is a meaningful signal for investors assessing execution risk.
Artificial Intelligence Technology Solutions Inc. filed its own 8-K the same day describing ROSA, a physical security robot aimed at community improvement districts and business improvement districts. The company's SARA capability ships inside the base product rather than as a paid upgrade.
"ROSA, with SARA ™ agentic AI included as a standard feature, brings that capability directly into the spaces they manage, extending their security presence and supporting the work of local law enforcement."
Bundling agentic AI into the default configuration rather than pricing it separately is a go-to-market choice with implications for both margin structure and adoption rate.
Two First-Time Filers Build Products for Agentic AI Governance
Data443 Risk Mitigation, Inc. filed an 8-K on October 14 announcing general availability of Vaikora, which it calls an "AI Runtime Enforcement Platform." The company has not previously appeared in SEC filings using the phrase "agentic AI." The product description focuses on live interception rather than policy documentation.
"Inline allow, block and constrain controls for AI actions, data flows and agent-to-agent communication — with an audit record for every enforced decision"
Controls on agent-to-agent communication specifically distinguish Vaikora from standard data loss prevention tools, which typically inspect content at rest or in transit rather than intercepting calls between running agents.
Visium Technologies, Inc. disclosed a product called TruClaw in its annual 10-K, described as "a governance and risk management solution designed to address emerging risks associated with agentic AI and autonomous AI systems." The same 10-K reports zero revenue from any product in fiscal years 2026 or 2025. Visium is developing TruClaw alongside a video surveillance product and an enterprise AI tool; none have generated sales. The governance framing is consistent with Data443's, but the commercial distance is further.
A Battery Startup Claims AI Intelligence Across the Full Charge Lifecycle
A 425 merger communication from Iron Horse Acquisition II Corp. describes ELECTRA AI, the SPAC's acquisition target, as building what it calls an "AI Brain for Batteries." The company claims an unusual technology stack.
"By combining Agentic AI, Physical AI, Physics-informed Battery Modeling with Large Quantitative Models (LQMs), ELECTRA AI transforms batteries from passive hardware into intelligent, adaptive, and increasingly autonomous assets."
The "Large Quantitative Models" framing is not standard industry terminology and appears designed to distinguish the company's approach from general-purpose language models by emphasizing physics-based constraints. No revenue figures or customer names appear in the filing. The described coverage spans grid-scale battery storage, mobility, and industrial applications.
Agentic AI Gets Its Own ETF Ticker as SPACs Chase the Infrastructure Theme
ETF Opportunities Trust filed a 485APOS on October 14 registering a batch of new Tuttle Capital funds, including one called the Tuttle Capital Agentic AI Income Blast ETF. It sits in the same filing as products targeting quantum computing, nuclear power, drones, and cryptocurrency. The appearance of "agentic AI" as a named retail fund category marks a shift from technical vocabulary to investable label.
SkyAI, Inc. filed a tender offer on October 13, buying back shares from holders seeking near-term liquidity while telling investors it remains focused on "building an agentic AI financial platform" following a strategic transformation announced in May 2026. On the S-1 side, Apex Treasury Corp II lists AI infrastructure first among its target sectors, while Spring Valley Acquisition Corp. V targets "the intersection of power infrastructure, decarbonization, artificial intelligence infrastructure, digital infrastructure, and industrial electrification." Five AI-infrastructure SPACs filed or updated registrations this week. The thesis is consistent; so is the crowding.