Co-Founder and CEO at @armada_ai

San Francisco, CA
Joined October 2011
Sovereign AI shouldn't take years to stand up. Resilience shouldn’t be conditional. Proud day as @PalantirTech names Armada its Inaugural Modular Data Center Partner. The Sovereign AI revolution is here. businesswire.com/news/home/2…
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Dan Wright retweeted
Armada has been named to @LinkedIn’s Top Startups 2026 list for Seattle! Thank you to our Seattle-based team, to everyone who has helped build Armada, and to LinkedIn for the recognition. linkedin.com/pulse/linkedin-…
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Dan Wright retweeted
AI builders need computing capacity they can put to work sooner. We introduced DSX POD at NVIDIA GTC Berlin: AI factories integrated and tested before delivery, enabling deployment at prepared sites in as little as 14 days.
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Jensen Huang says a one-gigawatt AI factory costs $50 billion and earns about $40 billion a year, so a three-month delay costs $10 billion. DSX Pod cuts the time from arrival to producing tokens from four to five months down to about one “Remember this. Each gigawatt data center is $50 billion. The revenue generation you expect is tens of billion dollars per year." "And so we just said it’s $40 billion per year of revenue generation that comes out of that infrastructure. $40 billion, if delayed by just three months, that’s $5 billion, excuse me, what is that? $10 billion worth of revenues. $10 billion worth of revenues will make anybody anxious." "And so by moving this into the supply chain, the speed by which we can turn on, go from installation, arrival of computing to production of tokens will go from many months, we think something along the lines of four to five months down to about a month." "Okay, so this is a complete transformation of the world supply chain, and this will change the way that people install and build data centers, and hopefully as a result, velocity goes up, the wasted idle compute, the wasted idle CapEx will reduce and everybody becomes more profitable.”
Jensen Huang holds up a Vera Rubin node on stage: what took two hours to assemble on Grace Blackwell now takes under five minutes, with no cables and 100% liquid cooling “So Vera Rubin is in full production. It’s nice to kind of see it. This is the first computer in the world that we’ve created. No cables, no wires, completely 100% liquid cooled. And it’s just really delightful...Really delightful to be able to pull it out. And this is one Vera Rubin computer. Okay, so this has two GPUs." "What used to take, in the case of Grace Blackwell, two hours to assemble one node, and when you see it, you’ll know what I mean. Cables and wires everywhere, 80% liquid cooled." "Now Vera Rubin is 100% liquid cooled, and it takes less than five minutes to assemble it. And so, incredible, incredible achievement." "Of course, this translates to higher cycle times in manufacturing, much, much better reliability, and of course, a lot better performance.”
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Dan Wright retweeted
BREAKING: NVIDIA introduces forward-deployable, containerized modular AI data centers. The company announced DSX POD, a factory-manufactured modular data center design intended to reduce deployment times from six months to as little as 14 days at prepared sites. The systems feature pre-integrated computing, networking, cabling, and liquid cooling. Key partners include @armada_ai and @anduriltech, among others, with initial deliveries expected in early 2027.
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1/ For years since the inception of Armada we’ve deployed modular data centers all over the planet. Now with NVIDIA and Johnson Controls we’re taking this to an entirely different level of speed, scale and sovereignty.
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5/ We build modular SI factories, ship them and plug them in. Customers generate tokens in months, on infrastructure they own. Thank you to NVIDIA, Johnson Controls and everyone at Armada who got us here.
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4/ Too many companies and nations are ready to compete but stuck waiting for a building. The SI race won’t be won by whoever pours concrete fastest.
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Dan Wright retweeted
Join us for @nvidia CEO Jensen Huang’s keynote, tomorrow from 11:00 AM to 1:00 PM, at our Galleon Experience Center at #GTCBerlin. Located on Innovation Street, aka Ladestraße, outside Deutsches Technikmuseum. Stop by for the keynote, stay for the tour: luma.com/r9ko9og7
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Dan Wright retweeted
Everyone wants compute faster. Step inside our Galleon on Ladestraße, Day 1 of #GTCBerlin, to learn about SI factories built in the factory. And at 3:30 PM: join us for the Galleon Session on sovereign SI in Europe. luma.com/80c58gba
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Dan Wright retweeted
Farewell, London. Next stop, GTC Berlin. Step inside Tuesday–Thursday on Innovation Street (aka Ladestraße, by the Deutsches Technikmuseum), bring your tough questions, see why Armada is the Sovereign SI Infrastructure company.
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