Armada.ai provides a cloud-based Software-as-a-Service (SaaS) platform that improves visibility and collaboration across the supply chain. It serves logistics providers, manufacturers, and retailers, and connects them through real-time analytics and a shared workflow environment. The core product integrates with customers’ existing systems and offers dashboards, data-driven analytics, and social-network-like collaboration so stakeholders can share information, identify issues quickly, and coordinate responses. Unlike many traditional supply chain tools, Armada.ai focuses on real-time visibility and cross-partner collaboration within a single platform, leveraging integrations rather than replacing current systems. The company’s goal is to help customers run more efficient, cost-effective supply chains by enabling faster decisions and better coordination across all participants.
Work here?Claim your company
Industries
Company Size
501-1,000
Company Stage
Series B
Total Funding
$456M
Headquarters
San Francisco, California
Founded
2016
See people who can refer or advise you
Help us improve and share your feedback! Did you find this helpful?
Total Funding
$456M
Above
Industry Average
Funded Over
5 Rounds
Industry standards
Company Equity
Orbius Communications, a multi-LEO satellite operator, has launched an edge cloud solution that combines its StarEDGE platform with Armada's edge computing infrastructure. The companies call it the first fully unified offering that spans satellite connectivity and AI computing, managed as a single system. The service targets enterprises and governments in remote or regulated settings, including maritime, energy, mining, and telecommunications. Data travels over Orbius's private network to regional data centres rather than the public internet, keeping it sovereign. Orbius says customers can deploy AI-ready operations in weeks rather than years, and scale from one site to a global fleet. Global edge computing spend is projected to nearly triple by 2031 to more than $317 billion. "Remote is no longer a limitation," said Halldor Sigurdsson, chief executive officer of Orbius. The solution is available now.
Sovereign AI push: Palantir (PLTR) teams with Armada on Modular Data centers for enterprise customers. Tldr. * Armada has been designated Palantir's inaugural Certified Modular Data Center Partner. * The collaboration combines Palantir's Sovereign AI Operating System with Armada's Galleon modular data center technology. * PLTR shares finished Thursday's session 2% higher at $190.04, with premarket trading Friday showing an additional gain of nearly 1%. * The alliance focuses on government agencies and enterprises seeking full control over their AI infrastructure. * Neither company revealed the financial details of the arrangement. Shares of Palantir (PLTR) advanced 2% to close at $190.04 on Thursday following the announcement of a partnership with Armada. Early Friday trading saw the stock quoted nearly 1% higher as the market absorbed the implications of the collaboration. The collaboration revolves around sovereign AI - technology infrastructure that operates entirely under a customer's ownership and control. Palantir has been expanding this segment of its operations over recent quarters. Through this arrangement, Armada receives the designation of Palantir's inaugural Certified Modular Data Center Partner. This newly created designation comes with a concrete technology integration. Armada's Galleon modular data center platform will integrate directly with Palantir's Sovereign AI Operating System. The combined solution addresses customers seeking alternatives to reliance on public cloud infrastructure. Who this deal is really for. The primary audience for this offering includes government entities and major enterprise organizations. These are institutions where data sovereignty, localized computing resources, and compliance mandates frequently make traditional cloud solutions impractical. Examples include military and intelligence organizations, heavily regulated sectors, or entities operating under stringent data-residency laws. For such customers, physical infrastructure ownership isn't optional - it's mandatory. According to both companies, the integrated platform supports open-weight AI models. This gives customers the ability to customize these models while maintaining complete control over the underlying infrastructure. Deployment velocity represents another key advantage. Palantir and Armada claim installations can be completed within months, contrasting sharply with the multi-year timelines conventional data center construction typically requires. This accelerated timeline appeals to customers needing rapid AI capabilities who cannot afford extended infrastructure development cycles. The value proposition emphasizes both speed and sovereignty. What wasn't disclosed. Neither organization disclosed financial specifics. No contract values, revenue projections, or deployment schedules were provided. This information gap complicates investor efforts to quantify the opportunity. While the strategic rationale appears sound, concrete financial metrics remain absent. Such opacity isn't uncommon in nascent infrastructure collaborations, where initial agreements often establish frameworks rather than immediate revenue streams. Palantir has structured previous partnerships similarly. Palantir maintains extensive relationships across government and enterprise software markets. This partnership opens a new channel to customers requiring AI capabilities without dependence on major cloud platforms. GuruFocus calculated Palantir's GF Value at $182.93, slightly below Thursday's close, indicating shares trade near fair value by that metric. Investors will consider this alongside numerous other factors. Currently, the agreement extends Palantir's traditionally software-focused business into physical infrastructure territory. Revenue generation will ultimately depend on customer adoption and actual deployments.
Traysar launches underground infrastructure platform in partnership with Armada. As w.media's Europe and Americas correspondent, Conor covers the data center industry in the western hemisphere. Conor's decade long experience spans digital infrastructure, software, cybersecurity, telecom, biotech, and construction. October 2, 2026 at 2:13 PM GMT+8 Traysar Industries (Traysar), an American-Israeli defense technology company, has launched Terminus, a truck-mounted boring platform designed to place critical infrastructure underground, and announced at the Sovereign AI Summit at Impact 250 in Washington, D.C. a partnership with AI infrastructure company Armada to develop underground systems for defense and other mission-critical uses. According to a press release, the companies plan to combine Traysar's underground systems with Armada's modular data centers and Sovereign AI Grid. They said the technology could support secure AI processing, command and control, communications and other workloads in environments where conventional facilities are vulnerable or difficult to deploy. "The next generation of critical infrastructure cannot remain exposed. Terminus transforms the Earth's crust into a protective layer for the systems America depends on most," said Yadin Soffer, Co-founder and CEO of Traysar. "The cloud changed where the world stores information. Edge computing changed where the world processes it. Terminus deepens the territory where critical compute can survive. The future of infrastructure is not only distributed, it is underground." Dan Wright, Co-founder and CEO, Armada, said, "The future of AI infrastructure is distributed, sovereign, and resilient. The Sovereign AI Grid is built so that no critical workload depends on a single site. Terminus adds a new dimension. Together we can put a fully sovereign, air-gapped AI node beneath the surface, close to the mission it supports, and keep it running when everything above ground cannot." Traysar is developing Terminus as a way to position distributed infrastructure below ground and closer to where it is needed. The persistent surveillance, autonomous weapons, precision strikes and electronic warfare have increased the risks facing surface-based data centers and communications infrastructure. Armada provides modular data centers that are manufactured off-site and deployed where power is available. Its Armada Platform can operate on-site without an external cloud connection and can be configured for fully air-gapped operations. The company's Sovereign AI Grid connects separate deployments into a distributed network. Armada's infrastructure has been used in communications-constrained environments, including a U.S. Navy deployment during UNITAS, a multinational maritime exercise. The company also said one of its Galleon systems was deployed to a military organization and brought online within six days following attacks on traditional data centers in the Middle East. According to Armada, the deployment supported real-time data fusion, satellite imagery analysis and sensor processing. Traysar describes its work as "Subterra Survivability," a focus on using underground infrastructure to protect assets and maintain operations during attacks. The company also develops autonomous systems for underground penetration, strike, maneuver, monitoring and intelligence. The companies identified several potential uses for the combined technology, including underground AI infrastructure, command and communications systems, protected data processing, distributed sovereign AI networks and continuity infrastructure for government and defense operations. Traysar and Armada's partnership is intended to support the deployment of AI infrastructure in locations where conventional facilities may be exposed to attack or disruption.
Palantir Technologies and Armada have partnered to deliver sovereign AI infrastructure, with Palantir naming Armada its inaugural certified modular data centre partner. The collaboration combines Palantir's Sovereign AI Operating System with Armada's Galleon modular data centres, platform, and Sovereign AI Grid. The joint offering enables enterprises and governments to run open-weight models on infrastructure they fully control, manufactured in the US and allied nations. Deployments can be completed in months rather than years, addressing growing demand for AI systems that operate within customers' security boundaries. The partnership extends Palantir's reference architecture, developed with NVIDIA, to ruggedised modular data centres. Customers can deploy and adapt models on proprietary data without relying on external cloud providers. The Armada Platform supports air-gapped operations where required, whilst the Sovereign AI Grid connects deployments into a distributed system for resilience.
Traysar and Armada team up for underground AI infrastructure. Terminus will bring critical infrastructure below the Earth's surface October 01, 2026 Subterranean defense technology company Traysar has teamed up with Edge computing specialist Armada to bring sovereign AI compute underground. Traysar has launched Terminus, a truck-mounted boring platform that enables infrastructure to be deployed underground. Traysar and Armada will combine Traysar's expertise in underground systems with Armada's modular data centers. The two plan to explore integrated underground solutions supporting secure AI processing, command and control, communications, and other mission-critical workloads for the US. The companies said distributed underground deployments can be scaled into a Sovereign AI Grid, meaning workloads never depend on a single site. "The next generation of critical infrastructure cannot remain exposed. Terminus transforms the Earth's crust into a protective layer for the systems America depends on most. By combining Traysar's ability to create and operate in underground environments with Armada's ability to deploy powerful AI infrastructure virtually anywhere, we are building a new standard for resilient compute - concealed, hardened, and ready to operate when surface infrastructure cannot," said Yadin Soffer, co-founder and CEO of Traysar. Armada is known for its modular Edge data centers, which can be placed wherever power is available, and the offerings have previously been used by US military departments, including by the US Navy during UNITAS. Armada's modules come in a variety of sizes, with the company recently launching a 10MW model dubbed Orion, its largest to date. The second-biggest modular offering is Leviathan, with 1.77MW of compute capacity. "The future of AI infrastructure is distributed, sovereign, and resilient. The Sovereign AI Grid is built so that no critical workload depends on a single site. Terminus adds a new dimension. Together, we can put a fully sovereign, air-gapped AI node beneath the surface, close to the mission it supports, and keep it running when everything above ground cannot," added Dan Wright, co-founder and CEO of Armada. More in government & military.
Find jobs on Simplify and start your career today
Industries
Company Size
501-1,000
Company Stage
Series B
Total Funding
$456M
Headquarters
San Francisco, California
Founded
2016
Find jobs on Simplify and start your career today