Armada

Edge AI

Armada builds modular data centers and edge computing infrastructure for remote, infrastructure-poor environments.

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Armada provides portable data centers, edge computing software, and satellite connectivity management for deploying AI and real-time data processing in remote and industrial environments.

Armada builds modular data centers and edge computing infrastructure for remote, infrastructure-poor environments. Founded in December 2022 by Dan Wright (CEO) and Jonathan (Jon) Evans, the company is headquartered in San Francisco and has raised approximately $239 million in total funding. In May 2026, Armada closed a $230 million Series B round at a $2 billion valuation, alongside a manufacturing partnership with Johnson Controls to produce modular data centers at a new 400,000-square-foot Arizona factory called Galleon Forge One, expected to create over 500 jobs.

The company's product line includes Galleon (ruggedized mobile data centers), Leviathan (a megawatt-scale modular data center with 10x the compute of the next-largest form factor), Atlas (enterprise monitoring and management platform), Bridge (GPU-as-a-Service software), and a Marketplace for edge hardware and software. Armada also offers Commander Connect, a Starlink terminal management platform that has scaled to manage thousands of terminals across more than 60 countries. In its first fiscal year ending January 2025, Armada secured major commitments from customers including Atlas Energy, SQM, Mars, Marriott, Vocus, Tampnet, the U.S.

Navy, and Alaska's Department of Transportation. Customer bookings grew 540% between FY25 and FY26, with Q1 FY27 alone posting roughly 2,000% year-over-year growth. The company has 569 employees and is backed by investors including Founders Fund, Lux Capital, Shield Capital, M12 (Microsoft's Venture Fund), and Felicis. Armada was named to the 2026 CNBC Disruptor 50 list.

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Who buys this

  • Oil and gas companies operating offshore rigs and remote extraction sites
  • Defense and military organizations requiring secure, deployable compute
  • Mining and manufacturing firms needing real-time automation and safety analytics
  • Telecommunications providers managing distributed network infrastructure
  • State and local government agencies for emergency response and public safety

Publicly disclosed clients

  • Atlas Energy
  • SQM
  • Mars
  • Marriott
  • Vocus
  • Tampnet
  • U.S. Navy
  • Alaska's Department of Transportation

Strengths and what to watch

Strengths

  • Rapid deployment: Armada's Galleon units can be operational in weeks versus 24 months for traditional data centers, as claimed by the company.
  • Strong customer traction: Customer bookings grew 540% between FY25 and FY26, with Q1 FY27 year-over-year growth of roughly 2,000%.
  • Strategic partnerships: Manufacturing deal with Johnson Controls and investment from Microsoft's M12 venture fund provide supply chain and go-to-market advantages.

Watch for

  • Valuation risk: The $2 billion valuation in the Series B round is high for a company that has only been in market for one fiscal year and has not disclosed revenue or profitability metrics.
  • Customer concentration: A significant portion of bookings growth may be tied to a small number of large government and defense contracts, which can be lumpy and subject to political shifts.
  • Competitive landscape: Armada faces established players in edge computing (e.g., AWS Outposts, Azure Stack) and modular data centers (e.g., Schneider Electric, Vertiv), as well as emerging startups, all vying for the same remote infrastructure market.

Recent moves

Key Information

Industry
Edge AI
Founded
2023
Headquarters
San Francisco

Frequently Asked Questions

What does Armada do?

Armada provides portable data centers, edge computing software, and satellite connectivity management for deploying AI and real-time data processing in remote and industrial environments. Its products include ruggedized Galleon units, megawatt-scale Leviathan data centers, and the Commander Connect Starlink terminal management platform.

Who are Armada's main customers?

Armada serves oil and gas companies, defense and military organizations, mining and manufacturing firms, telecommunications providers, and government agencies. Notable clients include Atlas Energy, Mars, Marriott, the U.S. Navy, and Alaska's Department of Transportation.

What products does Armada offer?

Armada's product line includes Galleon ruggedized mobile data centers, Leviathan megawatt-scale modular data centers, Atlas enterprise monitoring platform, Bridge GPU-as-a-Service software, a hardware and software Marketplace, and Commander Connect for managing Starlink terminals across more than 60 countries.

How much funding has Armada raised?

Armada has raised approximately $239 million in total funding. In May 2026, it closed a $230 million Series B round at a $2 billion valuation, with investors including Founders Fund, Lux Capital, Shield Capital, M12 (Microsoft's Venture Fund), and Felicis.

What is Armada's manufacturing partnership with Johnson Controls?

Armada partnered with Johnson Controls to produce modular data centers at a new 400,000-square-foot Arizona factory called Galleon Forge One. The facility is expected to create over 500 jobs and support production of Armada's Galleon and Leviathan units.

How fast is Armada growing?

Armada's customer bookings grew 540% between its first fiscal year ending January 2025 and FY26. In Q1 FY27, bookings saw roughly 2,000% year-over-year growth, reflecting strong demand for its edge computing and modular data center solutions.

Sources

  1. www.cnbc.com — Series B raise of $230 million at $2 billion valuation, Johnson Controls manufacturing deal, Arizona factory, customer bookings growth figures
  2. www.prnewswire.com — $131 million strategic funding round, Leviathan product launch, investor list, deployment partnerships with Fidelis New Energy and Bakken Energy
  3. www.armada.ai — Fiscal year 2025 highlights, customer names (Atlas Energy, SQM, Mars, Marriott, Vocus, Tampnet, U.S. Navy, Alaska DOT), Tom Schmit appointment as President of Worldwide Field Operations, Commander Connect scale
  4. research.contrary.com — Total funding $239M, headcount 569, founding date December 2022, edge computing market size data, competitive landscape context
  5. www.cnbc.com — CNBC Disruptor 50 ranking for 2026
  6. www.wsgr.com — Legal representation for the $131 million round, confirms investor participation