Armada has successfully closed a $230 million oversubscribed Series B funding round, valuing the company at $2 billion pre-money. This capital injection aims to accelerate the deployment of modular AI infrastructure and expand domestic manufacturing capabilities for sovereign AI systems. The round was co-led by notable investors including BlackRock, Overmatch, and 8090 Industries, with additional support from Johnson Controls, NightDragon, Mitsui, and Singtel Innov8.
The new funding will facilitate customer growth and strengthen Armada's modular AI infrastructure platform, which supports AI-driven operations in remote and sovereign environments. The company reported a remarkable 540% growth in customer bookings from FY25 to FY26, along with a staggering 2000% year-over-year increase in Q1 FY27 bookings, reflecting strong demand for its solutions.
In conjunction with the funding announcement, Armada unveiled a Global Framework Agreement with Johnson Controls aimed at developing modular data center systems. A key highlight is the Galleon Forge One facility in Arizona, which will span 400,000 square feet and create over 500 jobs. Continuous production at this site is expected to begin this summer, focusing on Leviathan modular data centers tailored for high-density AI training and inference workloads.
Accelerated Demand for Edge AI Infrastructure
Armada's recent projects highlight the increasing need for edge AI infrastructure. The company assisted a defense agency in deploying a Triton system in just six days, demonstrating its agility in critical environments. Additionally, Australian firm WinDC has selected Armada to lead a renewable-energy-powered portable AI factory project, with plans for a deployment exceeding 10MW using the Leviathan architecture.
The U.S. Navy has also partnered with Armada to integrate edge computing capabilities during a multinational maritime exercise, underscoring the strategic importance of their technology. In another deployment, Aker BP is trialing Armada’s Galleon modular data center aboard the Deepsea Nordkapp offshore drilling rig, aimed at enhancing autonomous operations and AI workflows.
Strategic Partnerships and Future Growth
To advance its mission, Armada is expanding partnerships with industry leaders such as Microsoft, NVIDIA, Palantir Technologies, and Dell Technologies. These collaborations are essential for accelerating the deployment of sovereign AI infrastructures and edge systems globally.
Dan Wright, Co-Founder and CEO of Armada, addressed the competitive landscape, stating, “The AI race will not be won by one-off projects. It will be won by the companies and countries that can manufacture, deploy, and continuously improve AI infrastructure, with speed, scale and sovereignty.” This perspective highlights the urgency of establishing a strong industrial base for AI capabilities in the U.S.
Johnson Controls’ CEO, Joakim Weidemanis, echoed this sentiment, emphasizing their collaboration with Armada to swiftly deliver secure modular data centers that meet mission-critical needs. He noted, “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.”
As Armada prepares for its next phase, the implications of this funding and its strategic initiatives could reshape the AI infrastructure landscape. By prioritizing domestic manufacturing and agile deployment, Armada positions itself as a key player in the evolving AI sector, with significant potential for growth across various applications, from defense to renewable energy solutions.
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