Startups > Armada

Armada

Armada brings AI infrastructure to the world's most remote and disconnected places.

Venture Round $226M total Founded 2022 San Francisco, California 338 employees

Armada builds a full-stack edge AI platform that combines ruggedized modular data centers (Galleon, Leviathan), software orchestration (Commander Connect, Atlas), and connectivity to deploy and scale AI workloads across distributed, remote networks without relying on centralized cloud. The platform serves energy, maritime, defense, and logistics companies operating in disconnected or contested environments. Armada differentiates through hardware-software integration, sovereignty focus, and real-world deployments like AI factories on Norwegian oil rigs and edge computing for the U.S. Navy.

Problem solved

Organizations operating in remote, disconnected locations cannot process compute-intensive AI workloads in real-time because data cannot be reliably sent to centralized cloud infrastructure.

Target customer

Energy companies, maritime operators, defense agencies, and logistics firms with operations in remote, disconnected, or low-bandwidth environments requiring real-time AI processing at the edge.

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Founders

Dan Wright

CEO & Co-Founder

Former CEO of DataRobot (AI company) and COO at AppDynamics (acquired by Cisco for $3.7B).

Jon Runyan

COO & Co-Founder

General Counsel at Okta, guiding it through IPO; previously worked with Wright at Gunderson Dettmer and Emergence Capital.

Pradeep Nair

Founding CTO

Former VP of Microsoft Azure, joined Armada in March 2023 to lead technical strategy.

Funding history

Seed $55M+ December 2023 Led by Founders Fund, Lux Capital, Shield Capital, 8090 Industries · Felicis, Contrary, Valor Equity Partners, Marlinspike, 137 Ventures, Koch Real Estate Investments, 8VC

Series A Extension $43M+ May 2024 Led by Dragon Global, M12 (Microsoft)

Additional Funding $40M August 2024 Led by M12 (Microsoft Venture Fund)

Strategic Round $131M July 2025 Led by Pinegrove, Veriten, Glade Brook · Founders Fund, Lux Capital, Shield Capital, 8090 Industries, M12, Overmatch, Silent Ventures, Felicis, Marlinspike

Total raised: $226M

Industries

Artificial Intelligence (AI) Cloud Computing Data Center Software

Pricing

Not publicly available. Products available via Microsoft Azure Marketplace with pre-committed Azure spend. Compute pricing estimated at $2-5/hour per GPU, with potential $100K+/month per Galleon at full utilization.

Notable customers

Targa Resources, Atlas Energy, SQM, Mars, Marriott, Vocus, Tampnet, U.S. Navy Fourth Fleet, Alaska Department of Transportation & Public Facilities

Integrations

Microsoft Azure Marketplace, Starlink (connectivity partnership)

Tech stack

Next.js (Web servers) GSAP (JavaScript frameworks) React (JavaScript frameworks) Webpack PWA Open Graph Module Federation HSTS (Security) Node.js (Programming languages) Apple iCloud Mail (Webmail) Microsoft 365 (Email) Cloudflare (CDN) HubSpot (Marketing automation) Google Tag Manager (Tag managers) Vercel (PaaS) OneTrust (Cookie compliance) Mailgun (Email)

Website

armada.ai/

Competitors

EdgeConneX

Provides distributed edge data center infrastructure but lacks integrated AI software orchestration and connectivity layer.

Vapor IO

Focuses on edge infrastructure-as-a-service but does not offer the same full-stack hardware, software, and connectivity integration.

Engine Yard

Legacy Platform-as-a-Service provider; does not specialize in remote edge computing or real-time AI deployment.

Why this matters: Armada is uniquely positioned at the intersection of AI infrastructure, edge computing, and critical industry digitalization (energy, defense, maritime). With $226M in funding and $83.2M in revenue as of September 2025, it's one of the few companies providing a complete full-stack solution for compute and AI in disconnected environments—a growing necessity for industries moving toward autonomous operations and real-time intelligence.

Best for: Energy, maritime, defense, and logistics organizations that need to process AI workloads in real-time at remote locations without continuous cloud connectivity.

Use cases

Offshore AI Factory

Armada and Aker BP deployed an AI factory on a working Norwegian Continental Shelf oil rig, processing data from compute-intensive applications locally even when connectivity to shore drops. This enables real-time decision-making and autonomous operations without data transmission bottlenecks.

Remote Imagery Analysis

Alaska Department of Transportation & Public Facilities uses Armada Edge Platform to process satellite and drone imagery near real-time, reducing analysis time from 28+ hours to minutes. Critical for road maintenance and emergency response in disconnected regions.

Naval Edge Computing

U.S. Navy Fourth Fleet leverages Armada for edge computing at sea, enabling real-time AI inference on naval vessels without dependence on satellite or shore connectivity for processing.

Alternatives

AWS Wavelength AWS's edge computing service tied to carrier networks; less suited for truly disconnected environments or sovereignty-critical operations.

Google Distributed Cloud Edge Google's edge platform requires managed infrastructure partnership; lacks the ruggedized hardware (Galleon, Leviathan) and connectivity integration Armada provides.

NVIDIA AI Enterprise on Edge NVIDIA provides software and acceleration; does not offer integrated modular data centers, connectivity, or full orchestration across distributed environments.

FAQ

What does Armada do? +

Armada builds a full-stack edge AI platform combining ruggedized modular data centers (Galleon, Leviathan), software orchestration (Commander Connect, Atlas), and connectivity to deploy and scale AI workloads across remote, disconnected networks. It enables real-time data processing where it's generated—in oil fields, at sea, in mountains—without relying on centralized cloud infrastructure.

How much does Armada cost? +

Pricing is not publicly disclosed. Armada products are available via Microsoft Azure Marketplace with consumption-based pricing. For hardware-based solutions like Galleon and Leviathan, pricing requires direct engagement. Estimated compute costs range $2-5/hour per GPU depending on utilization and configuration.

What are alternatives to Armada? +

AWS Wavelength (carrier-integrated edge computing), Google Distributed Cloud Edge (managed edge platform), NVIDIA AI Enterprise (software/acceleration without integrated hardware), Vapor IO (edge data center infrastructure), and EdgeConneX (distributed edge centers). Most alternatives lack Armada's integrated hardware, software, and connectivity full-stack approach.

Who uses Armada? +

Energy companies (Targa Resources, Atlas Energy, Aker BP), mining (SQM), food production (Mars), hospitality (Marriott), telecom (Vocus, Tampnet), and defense (U.S. Navy, Alaska DOT&PF). Customers operate in 43 countries with focus on remote, contested, or disconnected environments.

How does Armada compare to AWS Wavelength? +

Armada offers a complete hardware-software-connectivity stack with ruggedized modular data centers designed for truly disconnected environments and sovereignty-critical operations. AWS Wavelength depends on carrier partnerships and cloud connectivity, making it less suitable for offshore, remote, or contested areas where Armada specializes. Armada also emphasizes data sovereignty and local processing.