Armada

Armada builds rugged, factory-integrated data centers that place AI compute next to an existing power source — solar, gas flares, a military base — and switch on within days instead of years. Its megawatt-scale Leviathan unit will be mass-produced at a 400,000 sq ft Arizona factory built with Johnson Controls. Customers skew toward defense, energy and heavy industry, including the U.S. Navy and offshore oil rigs.

Ecosystem functionThe best-capitalized pure-play in factory-built AI capacity, distinguished by a defense-and-remote-industrial go-to-market that puts compute where the grid and the hyperscalers are not.

Business modelSells modular edge data centers