Edge Infrastructure Review

Armada raises $230M at $2B valuation, lands Johnson Controls deal to scale U.S. AI infrastructure

Armada raises $230M at $2B valuation, lands Johnson Controls deal to scale U.S. AI infrastructure

Edge AI infrastructure solutions provider Armada announced a 500+ job deal with Johnson Controls to construct modular data centres at a new plant in Arizona.

Armada raised $230M in an oversubscribed Series B round, valuing the company at $2B.

The funds will expedite deployment of the U.S. AI stack while meeting growing demand from customers across various industries. 

“The AI race will not be won by one-off projects,” says Dan Wright, co-founder and CEO of Armada. “It will be won by the companies and countries that can manufacture, deploy, and continuously improve AI infrastructure, with speed, scale and sovereignty. At Galleon Forge One, we will do what America does best: build the industrial base to win.”

Armada and Johnson Controls have an existing master agreement for modular data center systems globally, with units already deployed worldwide.

With a 540% Y-O-Y growth in customer bookings from FY25-26, and a staggering 2000% growth in Q1 FY27 bookings.

Armada has achieved successful deployments with the U.S. Navy, Aker BP, and WinDC that demonstrate its ability to deliver edge computing solutions.

Armada also collaborates with companies such as Microsoft, NVIDIA, Palantir, and Dell Technologies to deploy AI infrastructure for customers.

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