A

Armada

Real-time supply chain visibility platform

Director AI Capacity Partnerships

Full-Time
$202k - $253k+ Equity
Expert
Remote in USA
Remote
Sales & Account ManagementBusiness Development & Partnerships

About the job

Requirements
  • Existing, callable senior relationships across the AI compute ecosystem, such as neo-clouds, GPU clouds, AI-native companies, NVIDIA ecosystem partners, data center operators, infrastructure investors, or enterprise AI buyers.
  • A track record of commercializing GPU capacity, cloud infrastructure, data centers, managed compute, AI platforms, or high-performance infrastructure.
  • Experience structuring and closing complex infrastructure deals, such as offtake agreements, capacity reservations, anchor tenancy, or revenue-share arrangements.
  • Ability to originate opportunities without a fully built playbook and follow through.
  • Enough technical literacy to discuss GPUs, clusters, power density, liquid cooling, networking, latency, workload requirements, and deployment constraints credibly.
  • Strong pipeline discipline, including clear account notes, sharp qualification, and reliable follow-through.
  • Ability to operate without a large corporate machine around them.
  • Understanding of GPU supply and demand dynamics and their impact on commercial decisions.
  • Understanding of the NVIDIA ecosystem, including programs, partners, buyers, and how they interact.
  • Understanding of how AI training and inference workloads translate into infrastructure requirements.
  • Understanding of why power, cooling, geography, latency, interconnect, and deployment timing matter and how buyers weigh them.
  • Understanding of how neo-clouds, AI-native companies, enterprises, and sovereign buyers think about compute capacity.
  • Ability to distinguish speculative pipeline from real, committed demand.
Responsibilities
  • Identify and engage organizations that need rapid access to GPU capacity for training, inference, fine-tuning, enterprise AI, or sovereign AI workloads.
  • Build a qualified pipeline of offtake, anchor tenant, reserved capacity, and strategic compute demand opportunities.
  • Understand buyer needs by GPU type, cluster size, geography, timing, power profile, tenancy model, and commercial structure, and turn those needs into actionable opportunities.
  • Connect Armada's AI factory and Leviathan deployments with credible compute users and potential offtakers.
  • Shape demand strategy for new deployments before, during, and after they go live.
  • Translate market conversations into concrete next steps for commercial, infrastructure, finance, and legal teams.
  • Map customer requirements to specific sites, GPU configurations, power availability, deployment timelines, cooling constraints, and commercial structures.
  • Validate whether demand opportunities are real, specific, and commercially viable.
  • Bring customer insight into decisions on site selection, capacity planning, technical configuration, and go-to-market.
  • Build and maintain direct relationships with senior decision-makers at key compute consumers.
  • Track opportunities across timing, geography, technical requirements, commercial terms, and procurement processes.
  • Keep high-value conversations moving internally and externally.
  • Help design offtake agreements, capacity reservations, anchor tenancy models, revenue-share structures, and strategic partnership frameworks.
  • Work across legal, finance, product, infrastructure, and executive stakeholders to take deals from interest to commitment.
  • Assess whether opportunities are real and act accordingly.
  • Monitor emerging demand, GPU needs, buyer commitments, and how competitors package AI infrastructure.
  • Feed market intelligence into site selection, capacity planning, and the deployment roadmap.
  • Help leadership distinguish real demand from speculative noise.
  • Build a live, vetted pipeline of qualified offtake demand during the first six months, qualified by GPU type, cluster size, geography, timing, power profile, tenancy model, and commercial structure.
  • Establish direct senior relationships with the buyers behind qualified demand.
  • Hand off qualified demand clearly to Armada's commercial and infrastructure teams so demand can be matched to deployments quickly.
  • Move conversations forward rather than letting them stall.
Desired Qualifications
  • Strong candidates typically bring experience from neo-clouds or GPU cloud providers; NVIDIA ecosystem partners or programs; AI infrastructure startups; data center platforms with AI or high-performance computing exposure; cloud infrastructure business development or strategic partnerships; AI platform companies selling to model builders or enterprise AI teams; high-performance computing, GPU, or advanced compute infrastructure providers; systems integrators or original equipment manufacturers with AI infrastructure customer access; or infrastructure investors or operators who have helped commercialize AI data center capacity.

About the company

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.

Company Size

501-1,000

Company Stage

Series B

Total Funding

$456M

Headquarters

San Francisco, California

Founded

2016

Get referred to Armada

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • May 19, 2026, Armada raised $230M at a $2B pre-money valuation.
  • Aug. 26, 2026, Orion launched with 10MW capacity and NVIDIA Blackwell compatibility.
  • Oct. 1, 2026, Palantir partnership and Sep. 23, 2026 Traysar deal expand demand.

What critics are saying

  • May 19, 2026, the $230M Arizona factory raises execution risk before revenue scales.
  • Armada depends on Palantir, Fossefall, and defense buyers; one delayed contract hurts growth.
  • Local moratoriums, permitting fights, or defense budget shifts can stall deployments by 2027.

What makes Armada unique

  • Oct. 1, 2026, Armada became Palantir's inaugural certified modular data center partner.
  • Armada's Galleons deploy in months, operate air-gapped, and keep customers owning infrastructure.
  • Armada's Sovereign AI Grid links distributed sites, unlike single-site cloud-dependent data centers.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

4%

2 year growth

5%
PR Newswire
Oct 13th, 2026
Orbius and Armada launch unified satellite-to-AI edge cloud as spend nears $317B by 2031

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.

Crypto Headlines
Oct 2nd, 2026
Sovereign AI push: Palantir (PLTR) teams with Armada on Modular Data centers for enterprise customers.

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.

W Media
Oct 2nd, 2026
Traysar launches underground infrastructure platform in partnership with Armada.

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.

Yahoo Finance
Oct 1st, 2026
Palantir partners with Armada to deliver sovereign AI on US-made modular data centers

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.

Data Center Dynamics
Oct 1st, 2026
Traysar and Armada team up for underground AI infrastructure.

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.