凤凰举办的年度边境安全博览会（BSE）显示，移民执法正成为一个快速扩张的市场：美国国会已批准到2029年前累计约1700亿美元的额外移民执法资金，欧盟也在提高支出。随着各国简化采购规则并试行新项目，初创公司正被吸引进入这一原本主要由大型防务承包商和安保企业主导的领域。

边境监控正在从人力巡逻转向数字化监控网络，越来越多依赖无人机、雷达和热成像摄像机实时覆盖广阔区域。Anduril以610亿美元估值融资50亿美元，并拿下美国边境巡逻队3.63亿美元合同；Shield AI获得美国海岸警卫队1.98亿美元合同，其无人机也被部署在欧洲边境。

拘留和遣返同样在放大行业规模：ICE的拘留床位已从特朗普再次上任前的约4万张增至约7万张，目标是10万张。CoreCivic和Geo Group因此受益，前者2026年第一季度净利润同比增长50%，后者翻倍；ICE在3月创下近1800架次月度遣返航班纪录，GlobalX第一季度销售额同比增长15%。

The annual Border Security Expo in Phoenix showed that immigration enforcement is becoming a rapidly expanding market: the US Congress has approved roughly $170bn in cumulative additional immigration-enforcement funding through 2029, and the European Union is also raising spending. As countries simplify procurement rules and run pilot programmes, startups are being drawn into a field once dominated by large defence contractors and security firms.

Border surveillance is shifting from manpower to a digital monitoring network, with drones, radars and thermal cameras increasingly used to cover vast areas in real time. Anduril raised $5bn at a $61bn valuation and won a $363m US Border Patrol contract, while Shield AI secured a $198m US Coast Guard contract and has deployed its drones on European borders.

Detention and deportation are also enlarging the industry: ICE has increased detention capacity from roughly 40,000 beds before Trump’s return to office to about 70,000, with a target of 100,000. CoreCivic and Geo Group have benefited, with first-quarter 2026 net profit up 50% year on year for the former and doubled for the latter; ICE set a monthly record of nearly 1,800 deportation flights in March, and GlobalX’s first-quarter sales rose 15% year on year.

Source: Companies are making big bucks from immigration crackdowns

Subtitle: And startups are piling in with whizzy new technologies

Dateline: 5月 14, 2026 11:24 上午 | Phoenix