Helsing vs Microsoft

Helsing — Application · Private · $18B valuation · 3 of 3 figures sourced  |  Microsoft — Application · Public · $3.7T mkt cap · 4 of 4 figures sourced

Relationship

Overlaps on agent orchestration, model inference and threat detection and response; larger scale (public).

Assembled from the recorded fields for this pair, not hand-checked. The comparison below is read from each company’s own profile.

3 of 5 capabilitiesShared product typeLarger scale

3 of 5 capabilities — Shares agent orchestration, model inference and threat detection and response.

Ludbee capability tags · from the product records

Shared product type — Both ship AI agent, application and platform.

Ludbee product records

Larger scale — Microsoft: $3.7T market cap, against Helsing's $18B valuation.

Ludbee scale figures · valuation, market cap or revenue estimate

Aligned comparison

FieldHelsingMicrosoft
Size$18B valuation$3.7T mkt cap different basis
Employees—223,000
Founded20211975 46 yrs earlier
StatusPrivatePublic
CategoryApplicationApplication match
Stack layerAI agent, Application, Hardware, Infrastructure service, Platform, RobotAI agent, API service, Agent platform, Application, Data service, Developer tool, Platform
HeadquartersMunich, GermanyRedmond, USA

Capability overlap

Shared · 3

Agent orchestrationModel inferenceThreat detection and response

Not verified for Microsoft · 2

Autonomous aircraftRobot control

Recorded for Helsing. Microsoft’s product records say nothing either way — a missing record is not a missing capability.

Not verified for Helsing · 25

Agentic codingClinical documentationCode generationCode reviewCustomer supportData analysisData securityDocument extractionEmail assistanceEvaluation and observabilityGuardrails and safetyMeeting notesModel hostingModel trainingPresentation generationKnowledge retrievalSpeech to textSummarizationText generationText to speechTranslationVector searchVideo analyticsSearch answersWorkflow automation

Recorded for Microsoft. Helsing’s product records say nothing either way — a missing record is not a missing capability.

Products, side by side

Algorithmic pairing — assembled from recorded fields, not hand-checked

Helsing

Application

CirraApplication

AI for electronic warfare that classifies and reads intent of unknown (software-defined) anti-aircraft radar emitters in real time, onboard combat aircraft (Cirra Onboard) and via offline analysis (Cirra Ground Station).

AI agent

CentaurAI agent

AI pilot integrated into fighter-aircraft cockpits, using reinforcement learning for autonomous air-combat decision-making and tactical execution; flight-tested on the Saab Gripen E.

Platform

AltraPlatform

Reconnaissance-strike software that plans missions and directs Helsing's uncrewed systems.

Microsoft

Application

Azure AI Bot ServiceApplication

Integrated development environment for building conversational bots, integrating with Microsoft Copilot Studio for low-code bot building.

Microsoft 365 CopilotApplication

AI assistant embedded in Word, Excel, PowerPoint, Outlook and Teams that grounds its answers in a customer's own business data and ships with pre-built agents.

Microsoft CopilotApplication

Microsoft's assistant for chat, search and work inside Windows and the Microsoft 365 apps.

Microsoft Security CopilotApplication

Security-operations assistant that summarises threat signals and helps analysts detect, investigate and respond to incidents in natural language.

AI agent

Copilot CoworkAI agent

Agentic feature of Microsoft 365 Copilot that plans and executes multi-step, multi-app tasks end-to-end and returns a finished deliverable rather than a draft.

Platform

Microsoft FoundryPlatform

Azure's platform for building, evaluating and deploying model-based applications and agents.

No counterpart

Helsing sells these in a stack layer with no product recorded for Microsoft yet — nothing on the other side to compare them against.

Infrastructure service

LuraInfrastructure service

Underwater-surveillance AI software platform built on a large acoustic model (LAM), providing real-time detection and classification at the edge for SG-1 Fathom swarms; open system for allied-platform interoperability.

Hardware

SG-1 FathomHardware

Mass-manufacturable subsurface glider for underwater surveillance, deployable in swarms to patrol vast underwater areas, operating at depth throughout the water column.

Robot

CA-1 EuropaRobot

Autonomous fighter aircraft in the three-to-five tonne class, under development with Grob Aircraft.

HX-2Robot

Electrically propelled strike drone with on-board autonomy that continues to operate without a data link.

Microsoft sells these in a stack layer with no product recorded for Helsing yet — nothing on the other side to compare them against.

API service

Azure AI Custom VisionAPI service

Image-recognition service for building custom image classification and object-detection models; distinct from the general-purpose Azure AI Vision service.

Azure AI Immersive ReaderAPI service

Embeddable reading-comprehension tool that improves text readability for users of all ages and abilities.

Azure AI Video IndexerAPI service

Extracts insights from video and audio — transcription, face/object detection, sentiment, topics — via API.

Azure Content UnderstandingAPI service

Multimodal Azure AI service that extracts structured insights from unstructured content (documents, images, audio, video) into custom-defined schemas.

Azure Document IntelligenceAPI service

Extracts text, structure and key-value pairs from documents (invoices, receipts, forms, ID cards) via prebuilt and custom models.

Azure Language in Foundry ToolsAPI service

NLP service for sentiment analysis, key phrase extraction, entity recognition, summarization, question answering and conversational language understanding.

Azure Machine LearningAPI service

End-to-end platform for building, training, deploying and managing machine-learning models at enterprise scale.

Azure OpenAI in Foundry ModelsAPI service

Hosted access to OpenAI's GPT, embedding and image models with Azure enterprise security, networking and compliance, under Microsoft Foundry's current branding.

Azure Speech in Foundry ToolsAPI service

Speech-to-text, text-to-speech, speech translation and speaker recognition as an Azure API service.

Azure Translator in Foundry ToolsAPI service

Real-time and batch text translation API supporting 100+ languages.

Azure Vision in Foundry ToolsAPI service

Image analysis, OCR, spatial analysis and face detection as an Azure API service.

Content Safety in Foundry Control PlaneAPI service

Detects harmful text/image content (hate, violence, sexual, self-harm) for generative-AI applications, billed per text/image record analyzed.

Foundry Agent ServiceAPI service

Managed service for building, deploying and orchestrating enterprise AI agents with tool calling, state management and multi-turn conversations.

Foundry IQAPI service

Context-engineering platform giving AI agents agentic retrieval across enterprise data sources (SharePoint, Blob Storage, the web) with permission-aware security.

Foundry ModelsAPI service

Model catalog (11,000+ models from Azure, Anthropic, Meta, Mistral, Hugging Face and others) with managed-compute and serverless per-token deployment.

Microsoft Dragon CopilotAPI service

AI assistant for clinicians that combines ambient conversation capture, clinical documentation and voice-driven EHR/order workflows into one product.

Observability in Foundry Control PlaneAPI service

Evaluation, production monitoring and distributed tracing for generative-AI applications, billed by consumption per the Foundry observability pricing page.

Agent platform

Microsoft Copilot StudioAgent platform

Low-code platform for building, connecting and publishing custom conversational and autonomous AI agents across Microsoft 365, the web and business channels.

Developer tool

GitHub CopilotDeveloper tool

Coding assistant and agent inside the editor, the CLI and GitHub itself.

Data service

Azure AI SearchData service

Enterprise retrieval service providing hybrid keyword and vector search plus RAG grounding over an organisation's own data, also surfaced inside Microsoft Foundry as Foundry IQ.