Dan Wright

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Dan Wright

Dan Wright

@danwrightSF

Co-Founder and CEO at @armada_ai

San Francisco, CA Katılım Ekim 2011
1.8K Takip Edilen2.2K Takipçiler
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Dan Wright
Dan Wright@danwrightSF·
Three years ago, @armada_ai was more conviction than company. We believed AI only matters if it can operate in the real world—at the edge—where data, energy, and the most important problems live. Three years in, that conviction is now reality. Our Galleon modular AI factories are operating in the most demanding environments on the planet—from Arctic winters in Alaska to scorching summers in Saudi Arabia to the middle of the ocean. Our platform, AEP, brings full-stack connectivity, compute, and real-world AI to move from data to action in real time, anywhere. Our team, customers, and investors—the Armada—are solving critical problems that impact billions of dollars and human lives when seconds matter most. Three years down, and we're not stopping until the digital divide is bridged and we've connected every corner of the planet and space. Distributed intelligence is here. We're just getting started.
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Armada
Armada@armada_ai·
SOF operators don't grade on benchmarks. They grade on what works when connectivity drops and the team is small. Here's what we're tackling at SOFWeek in Tampa: What’s the right form factor for sovereign AI at the edge? Can you run Maven and Minotaur fully disconnected? How fast can you actually stand it up? Come and find us and the Galleon at the Outpost:
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Tectonic
Tectonic@tectonicdefense·
This morning, @armada_ai announced that it’s raised a $230M Series B at a $2B valuation, and, if that wasn’t enough, also unveiled a 400,000 square foot factory in Arizona, where it’s partnering with @johnsoncontrols to build its modular data centers. tectonicdefense.com/armada-raises-…
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Jackson Moses (🇺🇸,🇹🇼)
Jackson Moses (🇺🇸,🇹🇼)@jamoses92·
Another week, another big announcement: @armada_ai has raised a $230M Series B to scale manufacturing of its modular AI datacenters. I’m also thrilled to share @SilentVentures is tripling down. Backing @danwrightSF and @jtrunyan is honestly one of the easier decisions a fund manager will ever make. They and the Armada team are remarkable operators. Personally, I’m stoked to see @overmatchvc co-lead this round alongside new cap table member @BlackRock. As always, it’s a pleasure to invest with our friends at @ShieldCapVC @felicis @foundersfund @Lux_Capital and M12. Crazy to think we’re still at the beginning of this journey.
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CNBC
CNBC@CNBC·
Modular data center builder Armada raises $230 million, to build new Arizona factory with new investor Johnson Controls cnbc.com/2026/05/19/mod…
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Dan Wright
Dan Wright@danwrightSF·
The AI race is the defining race of our time. A little over three years ago, we made a bet that winning this race would require us to bridge the digital divide and deliver modular infrastructure and the latest models, full stack, anywhere in the world. Today, we are announcing the next step in that journey with our $230M Series B funding round and Galleon Forge One. This new facility will enable us to continuously manufacture and deploy our Galleon modular data centers with speed, scale, and sovereignty. Thank you to the Armada – our team, investors, customers, and partners – for helping us build the industrial base to win as we scale in our mission to bridge the digital divide.
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Wall St Engine
Wall St Engine@wallstengine·
ARMADA RAISES $230M AT $2B VALUATION FOR MODULAR AI DATA CENTERS Armada builds modular data centers that can be deployed near power sources and run AI workloads on-site instead of sending data back to large cloud regions. The Series B was co-led by Overmatch, 8090 Industries and BlackRock. Johnson Controls also invested and signed a manufacturing deal with Armada. The companies plan to build modular AI data centers at a new 400,000-square-foot Arizona factory called Galleon Forge One. The factory is expected to create more than 500 jobs. Production will start with Leviathan, Armada’s megawatt-scale modular data center, this summer. Armada says bookings grew 540% from FY25 to FY26, and Q1 FY27 bookings were up roughly 2,000% YoY.
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Viviana Faga
Viviana Faga@vivfaga·
When we at @Felicis backed @armada_ai at Series A, we believed that Dan Wright + Jon Runyan would prove AI could work at the edge - on ships, rigs, and in the field - where cloud can't go. They've answered that question definitively. Armada just announced their $230M Series B: • 540% bookings growth FY25–26 • U.S. Navy deployment during UNITAS • 6 days from contract to live deployment for a sovereign military customer • JohnsonControls factory partnership in AZ So proud of this team. The future of AI infrastructure is distributed. 🚀
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Molly O’Shea
Molly O’Shea@MollySOShea·
BREAKING: Armada Raises $230M Series B at $2B Valuation co-led by Overmatch, BlackRock & 8090 Industries The company’s largest & heavily oversubscribed round to date, bringing total funding to nearly half a billion dollars. PLUS, Armada announces Galleon Forge One, a new modular data center manufacturing facility “Johnson Controls is working with Armada to rapidly deliver secure modular data centers at scale,” said Joakim Weidemanis, CEO of Johnson Controls. "Together, we have already deployed units across the United States and around the world, demonstrating the expertise and global reach required to support mission-critical environments. Johnson Controls' differentiated technology, U.S.-based manufacturing strength and Armada's edge computing expertise will deliver the thermal‑critical environments that perform predictably, deploy quickly, and scale with confidence.”
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Dan Wright@danwrightSF

The AI race is the defining race of our time. A little over three years ago, we made a bet that winning this race would require us to bridge the digital divide and deliver modular infrastructure and the latest models, full stack, anywhere in the world. Today, we are announcing the next step in that journey with our $230M Series B funding round and Galleon Forge One. This new facility will enable us to continuously manufacture and deploy our Galleon modular data centers with speed, scale, and sovereignty. Thank you to the Armada – our team, investors, customers, and partners – for helping us build the industrial base to win as we scale in our mission to bridge the digital divide.

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Armada
Armada@armada_ai·
Thank you @CNBC for recognizing Armada on the CNBC Disruptor 50 list. We are building the infrastructure required for AI to run where the data, energy, and mission live. Our Galleons are already delivering real-time data processing for customers across defense, energy, industrial operations, and remote environments. Galleon Forge One is the next step: continuous American manufacturing of modular data centers, built to deploy AI infrastructure at speed, scale, and with sovereignty. Read the full story here: cnbc.com/amp/2026/05/19…
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Armada
Armada@armada_ai·
Today we’re launching Armada’s Quarterly Product Update, a new series covering the most important features we shipped last quarter and what’s coming next. Episode one covers new computer vision capabilities for drones, our suitcase-sized Galleon for light analytics and data pre-processing, and the expansion of Marketplace to Bridge to help reduce the path from land and power to tokens.
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Molly O’Shea
Molly O’Shea@MollySOShea·
.@USWREMichael and @DoWCTO @emilmichael on how the DoW will allocate their historic $1.5 trillion budget: " We have to catch up." " The budget—we're now trying to save money on bureaucracy and put it toward new technologies and new weapons."
Secretary of War Pete Hegseth@SecWar

The $1.5 trillion investment is a GENERATIONAL DOWN PAYMENT on America’s national defense. This investment guarantees the United States maintains overwhelming strength and unmatched deterrence against any adversary for generations to come.

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Armada
Armada@armada_ai·
Thank you to @geekwire for highlighting the growing opportunities to work at our Bellevue office. Washington State produces some of the world's greatest technical talent. Read on for more on how we are hiring from the best of the best: geekwire.com/2026/startup-b…
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REINDUSTRIALIZE SUMMIT
REINDUSTRIALIZE SUMMIT@reindsummit·
SPEAKER ANNOUNCEMENT We're honored to feature: Dan Wright (@danwrightSF) Co-Founder and CEO of @armada_ai Previously announced: >Antonio Gracias - Founder, CEO, and CIO of Valor Equity Partners >Blake Scholl - Founder and CEO of Boom Supersonic >Daleep Singh - Vice Chair and Chief Global Economist at PGIM >Doug Petno - Co-CEO and CIB at JP Morgan Chase >John Henry Harris - CEO of Harbinger >Jim Belosic - Founder of SendCutSend >Kelly Loeffler - SBA Administrator >Alexis Ohanian - Founder of 776 >Ed Mehr - CEO and Co-Founder of Machina Labs >Bryon Hargis - CEO and Co-Founder at Castelion >Emil Michael - Under Secretary of War for Research and Engineering at DoW >Del Costy - President and Managing Director at Siemens Digital >Brendan Carr - FCC Chairman >Mike Pyle - Deputy Head, BlackRock Portfolio Management Group >Justin Lopas - Co-Founder and COO, Base Power Co. >Augustus Doricko - CEO, Rainmaker >Mike Solana - Chief Marketing Officer, Founders Fund > Alan Schwartz - Executive Chairman, Guggenheim Partners, LLC >Ambassador Waltz - U.S. Representative to the United Nations >Tara Dougherty - CEO of Govini
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Armada
Armada@armada_ai·
Armada is TX-RAMP Level 2 certified. Texas state agencies can now deploy distributed AI infrastructure beginning with Atlas, before expanding to the full Armada stack, with the compliance foundation already in place. Texas, we’re ready to go to work for you.
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Billy Thalheimer
Billy Thalheimer@billythalheimer·
I'm sure I'm not alone in how much Star Wars shaped me as a kid - and I owe much of my professional trajectory to its influence. My early fascination with spaceships and the advanced technology used in the movies soon became "Why dont we have those?!" It made me want to build my own machines. It sparked a love of physics and engineering that carried me through academia and still drives me to this day. It also taught me to dream at a scale most people would call unreasonable. That mindset matters when you're founding a startup - or building a machine that has never existed before. The odds are overwhelmingly bleak on paper. Good thing Han Solo settled that one a long time ago. "Never tell me the odds." May the Fourth be with you.
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David Sacks
David Sacks@DavidSacks·
I’ve been saying for awhile that AI capex will be a 2% tailwind to GDP growth this year. In fact, according to a new report from Morgan Stanley, the numbers are even stronger — more like 2.5% this year and over 3% next year. And this understates the impact of AI for two reasons: (1) This is just investment by 5 hyperscalers; it doesn’t include all the startups and other companies investing in AI. (2) Capex is the investment to create the token factories; it doesn’t count the economic activity resulting from what happens inside the token factories. Those tokens are now being used to generate code (bespoke software) that will increase productivity throughout the economy. The ROI on capex is likely to dwarf the capex itself, which is why investment continues to grow. In Q1, AI was already 75% of GDP growth. That trend is likely to continue. Technology leadership has always been America’s great strength, and it’s driving the economy forward. Polls may show that AI is not popular, but economic growth is. At this point, stopping progress in AI would be equivalent to halting the U.S. economy.
Holger Zschaepitz@Schuldensuehner

Morgan Stanley has again raised its capex forecasts for the five hyperscalers Amazon, Alphabet, Meta, Microsoft, and Oracle. It now expects them to spend about $805bn this year, up from a previous estimate of $765bn. For next year, the forecast has been lifted from $951bn to $1.1TRILLION. To put that into perspective, their 2026 spending alone would be roughly equal to what all non-tech companies in the S&P 500 spent combined in 2025. The expected ~$800bn for 2026 is nearly double 2025 levels and about three times what was spent in 2024.

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Keşfet

@armada_ai @johnsoncontrols @SilentVentures @jtrunyan @overmatchvc @BlackRock @ShieldCapVC @felicis