Last Update 10 Nov 25
Defence Holdings (ALRDF): Defence Technologies Marks a Big Step Toward Scalable Sovereign AI
Defence Holdings PLC, the UK’s first listed software-led defense company, has posted via their website investors news tab, a collaboration framework between Defence Technologies and Oracle to provide access to sovereign cloud and AI solutions for global defense and national security customers. Customers will be able to deploy Defence Technologies’ applications across Oracle Cloud Infrastructure (OCI), enabling them to stay ahead of adversaries and benefit from the latest innovations, while reducing costs and increasing efficiency.
Defence Technologies, a partnership between Defence Holdings PLC and Whitespace, a member of the Oracle defense eco system, provides a dedicated platform to develop, integrate, and launch sovereign AI-enabled defense software products. “By collaborating with Oracle to deploy its solutions on OCI, Defence Technologies can deliver its sovereign AI solutions at scale.”
While the company still needs to prove it can execute on such an ambitious plan, aligning with a global hyperscale leader gives it the technological foundation and credibility needed for long-term growth. The Oracle DES is a real cornerstone in what could develop to be pre-eminent U.K. software-driven defense platform.
Disclaimer: This update reflects personal opinion and interpretation of publicly available information. It is not financial advice. Investors should conduct their own research, consider individual risk tolerance, and consult qualified financial professionals before making investment decisions. I am a stockholder.
If you are looking to trade the newly formed Defence Holdings PLC in the USA, and join the U.K. defence rush to AI and cyber defence you need to read below.
You may be wondering what an OTC pink stock is doing in my portfolio? This stock, GULDF (OTC pink ) was previously Guild Esports, an esports company in London England. Earlier in the year it was taken under new ownership. The new owners then re-invented the company into Defence Holdings PLC. Defence Holdings trades on the London stock exchange. Defence Holdings PLC may just be the beginning of a new era in U.K. defence strategy (my humble opinion). $GULDF / ALRT.L: A UK microcap pivoting from esports to defence-tech is flying under the radar. Most haven’t heard of Defence Holdings PLC — yet. Here is what they are working on:
- AI battlefield agents
- Drone swarms
- Cyber defence
- Info/influence ops
Backed by ex-Microsoft & Navy leaders. Just uplisted to the LSE Main Market. No U.S. analyst coverage.
They just announced a strategic AI partnership with Whitespace (UK sovereign tech infra). Initial MOD-facing deployments already underway.
UK volume is up 200%+ from avg. OTC ticker $GULDF? Still trading at ~2c on nearly no volume. GULDF is trading very thinly. Why is that? The answer is very simple. They cannot find it. GUILDF just recently changed the name to the correct Company. They just changed the website days ago. The launch on the London exchange is being received with tremendous interest. ART.L traded 71,083,271 shares on 09/15/25.
This could be the first LSE/NATO-aligned pure-play defence platform built for the sovereign-AI era. If they win early contracts, visibility will explode.
📊 Website: https://www.defenceplc.com
Disclosure: I’m long $GULDF. Not financial advice.
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