Armada
Armada designs ruggedized modular data centers (Galleon) and a full-stack edge computing platform (AEP) — Atlas, Bridge, Marketplace, OpsAI — for AI workloads in remote, disconnected, and classified environments, serving defense, energy, and public sector customers globally.
- Company typePrivate
- Founded2023
- HeadquartersSan Francisco, United States
- Headcount501–1,000
- GTM typeB2B
- OfferingHardware or Manufacturing
What Armada does
Armada is a private U.S. company that designs and deploys modular, ruggedized edge computing infrastructure for AI workloads in remote, disconnected, and classified environments. Its product portfolio centers on the Galleon family of mobile data centers — ranging from suitcase-sized Beacon units to megawatt-scale liquid-cooled Leviathan systems (2.2MW, 576 GPUs) — paired with the Atlas asset and connectivity management platform, the Bridge GPU orchestration and AI factory software, a Marketplace of pre-integrated partner applications, and the first-party OpsAI suite (computer vision for safety, predictive analytics, and an AI Assist copilot). The full stack is marketed as the Armada Edge Platform (AEP) and is integrated with Starlink for satellite connectivity and with Microsoft Azure Local for sovereign private cloud deployments.
Armada sells across defense, oil & gas, state and local government, mining, manufacturing, telecommunications, and renewable energy verticals, with named deployments at the U.S. Navy, Aker BP, Aramco Digital, Alaska Department of Transportation, Washington DNR, WinDC, and Cohere, and references a footprint spanning 100+ countries, 2,000+ enterprise users, and 20,000+ connected assets. Revenue is generated through hardware sales of Galleon units, software subscriptions for Atlas and Bridge, GPU-as-a-Service delivery, marketplace commissions on partner software and hardware, and professional services for deployment and integration. Pricing is quote-based for enterprise and Galleon hardware, with monthly subscriptions and self-serve trials available for Atlas and Bridge.
The company has raised approximately $491M across multiple rounds, most recently a $230M Series B in May 2026 at a $2B pre-money valuation co-led by Overmatch, BlackRock, and 8090 Industries. It maintains strategic partnerships with Microsoft (Azure Local), Johnson Controls (manufacturing at the planned 400,000 sq ft Galleon Forge One facility in Arizona), NVIDIA (AI Grid and DSX Air), OpenAI, Cohere, VAST Data, Halliburton Landmark, Wipro, LTIMindtree, Carahsoft, and others. Founded by Dan Wright (CEO), Jon Runyan (COO), and Pradeep Nair (Founding CTO), Armada is headquartered in San Francisco and operates from offices across the U.S., Australia, and the U.K.
Armada firmographics
Firmographics- Name
- Armada
- Legal name
- Armada Inc.
- Website
- https://armada.ai
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- Armada designs ruggedized modular data centers (Galleon) and a full-stack edge computing platform (AEP) — Atlas, Bridge, Marketplace, OpsAI — for AI workloads in remote, disconnected, and classified environments, serving defense, energy, and public sector customers globally.
- Ownership category
- akta.pro rank
Armada industry classification
Industry- Product category
- Edge Computing Infrastructure
- NAICS
- Computer and Peripheral Equipment Manufacturing (33411), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182), Computer Systems Design and Related Services (54151)
- SIC
- Electronic Computers (3571), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- AI Server Systems & HGX/Accelerator Platforms (HDAAAAAB)
- akta.pro secondary industries
- AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs) (HDAEANAJ), AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI) (HDAEANAI), IT Operations Management (ITOM) Platforms (HDAEALAC)
Keywords
Where Armada is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
Armada business model
Business model- GTM type
- B2B
- Offering type
- Hardware or Manufacturing
- Cost components
- Personnel
Revenue model
- Modular Data Center Hardware Sales: Sale of Galleon modular data centers in various configurations (Beacon, Cruiser, Triton, Leviathan). Hardware includes compute, networking, storage, heating, cooling in portable form factor. Revenue from initial unit sales with ongoing support contracts.
- Software Subscriptions: Atlas platform subscription for fleet/asset monitoring and management. Bridge software subscription for GPU orchestration and management. Pricing tiers based on scale and features.
- GPU-as-a-Service / AI Factory: Bridge enables GPU-as-a-Service delivery, allowing operators to provision and monetize GPU capacity. Revenue from compute provisioning fees and infrastructure management.
- Marketplace Commission: Platform takes margin on hardware and software sold through Marketplace. Partner applications available for immediate deployment on Galleon infrastructure.
- Professional Services: Deployment, integration, and ongoing support services for Galleon installations. Includes training and custom development for specific industrial deployments.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Atlas - Enterprise asset monitoring platform |
| Subscription | Monthly | Bridge - GPU management software |
| Unit Pricing | Multi-year contract | Galleon modular data centers |
Go-to-market motion4 records
Distribution channels5 records
Marketing channels6 records
Armada product offering
Product offeringCore offering
Armada designs and sells ruggedized modular data centers (the Galleon family, ranging from suitcase-sized Beacon units to megawatt-scale liquid-cooled Leviathan systems) along with a full-stack edge software platform — Atlas for monitoring and managing connected assets, Bridge for GPU orchestration and GPU-as-a-Service, and a Marketplace for deploying AI applications. The integrated offering, marketed as the Armada Edge Platform (AEP), is built to deliver AI compute and connectivity in remote, disconnected, and austere environments where traditional cloud infrastructure cannot reach.
Product overview
Armada offers a platform-plus-modules edge computing architecture called Armada Edge Platform (AEP), comprised of four core integrated products: Atlas (monitoring and management platform for connected assets), Galleon (ruggedized modular data center hardware in four form factors: Beacon, Cruiser, Triton, Leviathan), Bridge (GPU management and AI factory orchestration software), and Marketplace (ecosystem hub for AI applications and connected hardware). The platform is extended by OpsAI, Armada's suite of first-party AI applications including OpsSafety (computer vision for safety), OpsInsight (sensor data analytics), and AI Assist (copilot for operational support). The platform is co-marketed with Microsoft as Azure Local on Galleon for sovereign government deployments, and integrates Starlink connectivity as a core infrastructure component. Armada serves industries including oil & gas, defense, mining, manufacturing, telecommunications, and public sector across 100+ countries.
Differentiator
Problem solved
Functional benefit
Brands
- Galleon: Family of ruggedized mobile data centers designed for edge computing in challenging environments. Includes Beacon (compact), Cruiser (20ft), Triton (40ft), and Leviathan (megawatt-scale) configurations.
- Atlas
- Bridge
- Marketplace
- OpsAI
- Armada Edge Platform (AEP)
Quantifiable outcome
- Reduced terrain model production from 28 days to real-time for Alaska DOT
- +3 more outcomes
Companies that use Armada
Customer profileNamed customers7 records
Segments6 records
Ideal customer profiles5 records
Armada technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration17 records
AI capability14 records
Feature5 records
Armada partnerships and signals
Strategic signalPartnerships
28 partnerships are on record, tiered core and secondary.
- Johnson ControlscoreGlobal Framework Agreement for modular data center production at Galleon Forge One facility in Arizona. Facility up to 400,000 sq ft creating 500+ jobs. Johnson Controls providing thermal management and mission-critical building systems expertise. Strategic investor in Armada.
- MicrosoftcoreDelivering Azure Local on Galleon modular data centers for Microsoft's Sovereign Private Cloud. Sovereign AI at the edge solution for defense, government, and regulated industries. Armada products Azure Credit Eligible and available via Azure Marketplace.
- WinDCcorePartnership to deploy 11 MW of portable AI factories across renewable energy sites in Australia. Addresses stranded wind and solar generation by placing AI compute at power sites. WinDC seeking AU$176M Series A to support partnership.
- Starlink (SpaceX)coreConnectivity partner providing satellite internet for edge deployments. Atlas platform includes advanced Starlink management with pooled data plans and enterprise management capabilities.
- Halliburton LandmarkcoreGlobal iEnergy partner agreement for deploying Landmark Solutions at the edge. Enables real-time well engineering optimized for edge deployment in oil and gas operations.
- Aker BPcoreDeployed Galleon modular data center on Norwegian Continental Shelf offshore drilling rig. Enables real-time drilling data processing and AI-powered equipment failure detection at extraction site.
- CarahsoftcoreChannel partner for U.S. government market. Enables government agencies to procure Armada solutions via NASPO ValuePoint contract and direct purchasing agreements. Opened Galleon Experience Center at Carahsoft headquarters in Reston, VA.
- NVIDIAcoreNVIDIA AI Grid capabilities integrated with Armada Edge Platform for telco edge AI. Bridge built on NVIDIA-certified architecture with NCP, Spectrum-X, Quantum-2, and Base Command Manager. Using NVIDIA DSX Air for AI factory simulation.
- OpenAIcoreStrategic collaboration to deliver industry-specific AI models for edge deployment. Testing OpenAI's gpt-oss-120b model on Galleon data centers for sectors including oil & gas, mining, public safety, and defense.
- VAST DatacoreJoined VAST Cosmos Community as technology partner. Combined Galleon modular data centers with VAST's AI Operating System to deliver distributed and sovereign AI factories globally.
- CoherecoreDeployed Cohere North sovereign AI platform aboard Armada Galleon in UAE demonstration. Proved enterprise-grade sovereign AI can be rapidly deployed outside traditional data centers.
- NscalecoreLetter of Intent to deliver large-scale and edge AI infrastructure for public sector and enterprise customers globally. Hub-and-spoke model combining Nscale's hyperscale data centers with Armada's modular edge deployments.
- CelonasecondaryPartnership to create 'Digital Oases' - autonomous digital infrastructure sites deployable in 48 hours. Combines Celona's private 5G with Armada's modular data centers for real-time data processing in harsh environments.
- Tech Force / OPMsecondaryOne of nine new industry partners for Office of Personnel Management's Tech Force federal hiring program alongside Cisco, Scale AI, Wiz, and others.
- Aramco DigitalcoreDeployed world's first industrial distributed cloud in Saudi Arabia combining Galleon edge data centers, Commander software platform, and real-world AI applications for Aramco operations.
- SkydiosecondaryPartnership to deliver real-time drone intelligence for national security missions. Combines Skydio autonomous drones with Armada Edge Platform for drone intelligence even in disconnected environments.
- NOVsecondaryCollaboration to launch Beacon - compact ruggedized edge computing device integrated with Armada Edge Platform for predictive maintenance, safety monitoring, and operational optimization at remote industrial sites.
- LTIMindtreesecondaryCollaboration to expand Edge AI deployment across global industries. Integrates Armada data centers and AI platforms with LTIMindtree's digital transformation capabilities.
- WiprosecondaryGlobal alliance to push industrial AI to the edge. Wipro bringing digital transformation expertise to deploy Armada solutions.
- AvathonsecondaryCollaboration to bring prescriptive maintenance and computer vision applications to remote industrial areas using Armada edge infrastructure.
- Eclipse EnergysecondaryPartnership to advance deployment of critical edge technologies combining Eclipse Energy's subsurface bio-hydrogen production with Armada's modular data centers.
- Second Front SystemscoreDeployed Second Front's Frontier platform on Microsoft Azure Local within Armada Galleon. Enables secure access to technology for military operations in challenging environments.
- GalvanicksecondaryPartnership to deliver integrated OT security and AI-powered autonomous protection at industrial sites. Galvanick's XD/OT platform combined with Armada's hyperscaler for edge computing.
- Sumitomo Heavy Industries / IMIAsecondaryFormalized strategic alliance supporting U.S. Navy readiness in Japan. Highlights collaborations between Japanese defense firms and U.S. military interests.
- U.S. Department of EnergycoreMemorandum of Understanding to become collaborator on Genesis Mission - described as 'AI Manhattan Project.' Armada contributing Galleon modular data centers and Edge Platform to deliver GPU-rich compute to laboratory sites.
- InfleqtionsecondaryFounding participant in America's Quantum Space Initiative alongside Voyager Technologies, Monarch Quantum, and University of Colorado Boulder. Coalition to advance quantum-enabled capabilities for space applications.
- Mindstream EnergysecondaryMindstream Energy using Armada.AI modular data centers for AI and high-performance computing workloads powered by low-cost natural gas.
- U.S. NavycoreDeployed Galleon during maritime exercise demonstrating deployable AI data centers for military operations at sea and ashore. Supporting tactical operations with high-performance computing and network awareness.
Scale indicators11 records
Recent moves7 records
Expansion highlights8 records
Armada competitors and assessment
Company assessmentDirect peers
- Crusoe Energy: Crusoe builds modular data centers sited at stranded energy (flare gas, renewables) for AI and HPC workloads. Most direct peer to Armada's Galleon-in-stranded-energy play (e.g., Aker BP offshore rigs, WinDC in Australia), with overlapping mission of placing compute where traditional hyperscale cannot reach.
- EdgeConneX: EdgeConneX is a global provider of edge data centers serving hyperscale, carrier, and content customers. Closest infrastructure competitor to Armada in the ruggedized/modular edge data center category and most comparable on multi-region rollouts to enterprise and government buyers.
- Applied Digital: Applied Digital designs, builds, and operates next-generation data centers purpose-built for AI/HPC workloads, including modular designs. Comparable thesis to Armada's Leviathan and AI Factory positioning for high-density GPU compute, with significant overlap in customer profiles (cloud, AI, enterprise).
- Vapor IO: Vapor IO offers modular micro data centers and edge colocation with a software-defined platform (Kinetic Edge). Direct competitor in the smaller-scale, location-flexible edge data center category where Galleon Beacon and Cruiser also compete.
- Zededa: Zededa provides edge orchestration and virtualization software that competes with Armada's Atlas and Bridge platform layer. Overlap in orchestrating distributed edge compute, managing remote IoT/OT assets, and enabling zero-touch edge deployments.
Broad incumbents
- Vertiv: Vertiv supplies power, cooling, and IT infrastructure for data centers including prefab/modular solutions and high-density GPU rack systems. Larger incumbent that overlaps with Armada on the modular data center and liquid-cooled AI infrastructure side, but as a much broader portfolio vendor.
- Schneider Electric: Schneider Electric (including its Zella DC modular data center business) is a major supplier of prefabricated/modular data centers, power, and cooling. Comparable as an established incumbent in the ruggedized and modular data center space that Armada's Galleon competes against for enterprise and government buyers.
- Dell Technologies: Dell's PowerEdge XE, OEM Solutions, and Project Frontier edge platform overlap with Armada's modular hardware and edge software stack. Broad incumbent offering similar ruggedized/telco-grade edge servers and edge orchestration software to enterprise customers.
Emerging players
- CoreWeave: CoreWeave is a GPU-cloud provider built on NVIDIA HGX systems for AI training and inference. Complementary rather than direct overlap, but competes for the same AI infrastructure wallet and offers customers an alternative to Armada's Bridge-enabled GPU-as-a-Service model.
- Lambda Labs: Lambda provides GPU cloud and on-prem AI infrastructure, including NVIDIA-based server clusters (similar to Armada's Leviathan class). Adjacent competitor for AI compute buyers who might otherwise outfit a Galleon with Bridge-managed GPUs.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Armada social profiles
Digital presenceArmada compliance and trust
Trust signalCompliance4 records
Armada financial estimates
Financial estimateRevenue estimate
Valuation estimate
Armada leadership team
Management profileNumber of profiles
Profiles14 records
Armada funding detail
Funding detailFunding overview
Funding rounds5 records
Investors32 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Armada M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Armada
What does Armada do?
Armada designs and sells ruggedized modular data centers (the Galleon family, ranging from suitcase-sized Beacon units to megawatt-scale liquid-cooled Leviathan systems) along with a full-stack edge software platform — Atlas for monitoring and managing connected assets, Bridge for GPU orchestration and GPU-as-a-Service, and a Marketplace for deploying AI applications. The integrated offering, marketed as the Armada Edge Platform (AEP), is built to deliver AI compute and connectivity in remote, disconnected, and austere environments where traditional cloud infrastructure cannot reach.
Is Armada a public or private company?
Armada is a private company. It is classified as venture growth investor backed and is currently operating.
When was Armada founded?
Armada was founded in 2023. It employs 501 to 1,000 people.
Where is Armada based?
Armada is headquartered in San Francisco, United States, in the North America region.
How does Armada make money?
Five revenue lines are on record. Modular Data Center Hardware Sales are the primary driver. The others are software Subscriptions, GPU-as-a-Service / AI Factory, marketplace Commission and professional Services.
Who are Armada's main competitors?
Direct peers on record are Crusoe Energy, EdgeConneX, Applied Digital, Vapor IO and Zededa. Broad incumbents are Vertiv, Schneider Electric and Dell Technologies. Emerging players are CoreWeave and Lambda Labs.
Does Armada have an API?
No public API is recorded for Armada.
What industry is Armada in?
Armada's product category is Edge Computing Infrastructure. Its primary akta.pro industry code is HDAAAAAB, AI Server Systems & HGX/Accelerator Platforms, with a secondary code of HDAEANAJ, AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs). Its NAICS code is 33411 and its SIC code is 3571.