For Microsoft, the first and largest contract mentioned in the table just below the fold on that page is for an IVAS system. Microsoft had been basing this off their HoloLens system but was a distinct product (they weren't just sending over the normal HoloLens and expecting that they were gonna work in the field). This contract was then transitioned to Anduril. But just saying of Microsoft that "they are not defence contractors in any way" is hard to reconcile with the facts of having a large contract to _develop a new product_ for the military ... even if it turned out to never have been used.
https://www.militarytimes.com/news/your-military/2026/07/08/...
https://www.army.mil/article/290020/ivas_a_solution_to_a_tri...