A CS-5000T drone is seen during a military parade marking the 80th anniversary of victory over Japan and the end of World War II, in Beijing’s Tiananmen Square on September 3, 2025. (Photo by PEDRO PARDO/AFP via Getty Images)
"Yes, commercial companies have stopped selling to the DOD. However, there’s a parallel phenomenon where the companies that sell to the DOD have largely exited the commercial…