Edge data center firm Armada has raised $230 million in a new funding round. The company is also partnering with Johnson Controls for a new manufacturing space.
Armada’s Series B was co-led by Overmatch, BlackRock, and 8090 Industries. New strategic investors BlackRock, Johnson Controls, NightDragon, Mitsui, and Singtel Innov8 participated in the round alongside existing investors, including Overmatch, 8090 Industries, Felicis, Marlinspike, Shield Capital, Lux Capital, Founders Fund, Silent Ventures, Veriten, and Gladebrook.
The company said it is its largest round to date and heavily oversubscribed, bringing total funding to nearly $500 million.
“The AI race will not be won by one-off projects,” said 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."
Armada's containerized data centers are designed to operate in challenging environments and can be custom-configured with CPUs, GPUs, and XPUs depending on the needs of a customer.
The company has previously launched a smaller dedicated offering for oil rigs, called Beacons, alongside its larger Galleon pods.
Backed by Microsoft, the company has or is set to deploy modules with Nscale, UnityCloud, TampNet, Aramco, Newlab, Eclipse, the US Navy, Aker BP, and Alaska's Department of Transportation & Public Facilities.
Armada is also planning to open a new production space, known as Galleon Forge One, in partnership with Johnson Controls.
Set to span up to 400,000 square feet (37,161 sqm), and expected to create 500 jobs, the new manufacturing plans will enable continuous production of the company’s modules. Planned to launch in the summer, the company will initially produce Leviathan, its megawatt-scale modular data center, at the plant.
"At Galleon Forge One, we will do what America does best: build the industrial base to win," said Wright.
As part of the announcement, Armada and Johnson Controls are unveiling a Global Framework Agreement for modular data center systems.
“Johnson Controls is working with Armada to rapidly deliver secure modular data centers at scale,” said Joakim Weidemanis, CEO of Johnson Controls. "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. Johnson Controls' differentiated technology, U.S.-based manufacturing strength, and Armada's edge computing expertise will deliver the thermal-critical environments that perform predictably, deploy quickly, and scale with confidence.”
Johnson Controls provides and deploys data center solutions across more than 150 countries. In 2024, it launched a dedicated data center solutions business to provide integrated solutions to data center customers on a global scale. It offers many data center cooling products through its Silent-Aire unit.
Earlier this year, the firm acquired Alloy Enterprises, a provider of cold plate for liquid cooling. Johnson has previously invested in a two-phase direct-to-chip liquid cooling firm, Accelsius.
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