GovCon today: June 25, 2026 — SEWP VI: 2,100 Awardees, One Transfer in Progress

NASA's release of 2,100 SEWP VI awardees is the biggest vehicle event of the year for small AI contractors — but the bullish consensus misses a real transition risk: GSA's absorption of the vehicle introduces institutional-memory gaps that could compress task-order flow right when new awardees need momentum. Meanwhile, leadership instability across DoD and IC acquisition is widening award-to-performance timelines system-wide, and post-quantum cryptography is crossing from research horizon to active compliance deadline.