



Dan Wright
3.2K posts

@danwrightSF
Co-Founder and CEO at @armada_ai





In the U.S. trade war with China, rare earths are a critical battleground. Jon Wertheim reports from the only active rare earth mine in the US that is challenging China's near-monopoly over the strategic metals that are key components in smartphones, robotics, fighter jets, and drones. Sunday. 60Minutes.com

Australia and the US are forging ahead with an $8.5 billion critical minerals partnership. Delivering supply for the US and our allies to build the future, with absolute supply chain security. Great to have your support, Under Secretary Helberg.









Armada presented a solution to bring @PalantirTech solutions to the edge in partnership with @nvidia and @Dell at AIPCon earlier this week. Hear from Armada CEO @danwrightSF and NVIDIA VP of Public Sector Solutions Alex Neefus about how the solution works and is enabling Foundry to be forward-deployed anywhere in the world.

"It can be deployed literally everywhere — any country, any air-gapped region, completely on prem, on site, in the field." - Jensen Huang The future of sovereign AI infrastructure is here. 🔥









Energy and infra are leaving the rest of AI behind Charts of the week: a16z.news/p/charts-of-th…




NEW: The cloud only covers 30% of the world 🤯 @armada_ai is building the other 70%. The cloud was built 25 years ago: before large models, before sensors on everything, before data lived on oil rigs and in the Arctic. That mismatch between the cloud and the world it was built for is a MASSIVE market opportunity. Armada builds modular AI data centers (called Galleons) that can be deployed ANYWHERE on Earth. They are the hyperscaler for the edge, building the infrastructure for the 70% of the world the major cloud providers don't reach. @danwrightSF (Co-founder & CEO of Armada) joined The @GTMnow_ Podcast to go deep on this. Highlights: – Why the cloud only reaches 30% of the world – What Armada builds and why they call it the "hyperscaler for the edge" – From Saudi Arabia to the Arctic: deployments that redefine the edge – The physics problem with AI: why distance from data breaks everything – How Starlink turned every remote location into a potential AI cluster – The global AI race: sovereign compute as a national security strategy – Genesis Mission, the White House, and Davos – GTM for a hardware company: selling when the demo is a 40-foot shipping container – The Microsoft partnership and extending Azure to the places it can't reach – Category creation: the lesson Dan learned about specificity and business value – The founder advice Dan wishes more people took seriously: write it down Armada is backed by @foundersfund, @M12vc, @Lux_Capital, @felicis, @gtmfund and more.

