Microvision Inc (MVIS)

[gnillish_00]

The video had clips from a couple different training iterations of Microsoft's IVAS system. The darker colored ones appear to be from the first generation which is basically just Microsoft's HoloLens2 with a couple extra sensors attached to the commercial unit. That was refined for soldier touchpoint 2, and again for touchpoint 3 which are the lighter colored more streamlined units that you see them using that have the row of circle sensors above the goggles.

Microsoft is using Microvision's display engine for the HoloLens2 and presumably for their IVAS system as well since it is directly based on the HL2 platform. Microsoft is the "April 2017" customer who later took over production of the parts they are using in March of 2020 and was praised by the pentagon for taking greater control of their supply chain.

Congress just overrode the veto on the National Defense Authorization Act which contains $676m in funding for IVAS for 2021, and requests over $1b per year for the next 3 years.

This is why Microsoft is the leading contender for buying MVIS, or at least the AR vertical. Can you imagine MSFT having to license the technology from Apple or Google or heaven forbid Amazon who they supposedly stole the JEDI contract from?