AI at the Edge: How Armada is Taking Compute Everywhere the Cloud Can't Go | Dan Wright (CEO of Armada)

Dan Wright (Co-founder & CEO of Armada) joins GTMnow to unpack what it actually takes to bring AI infrastructure to the places the cloud was never built to reach.The cloud covers about 30% of the world. The other 70% (think: oil rigs, the Arctic tundra, military ships, remote mines) is where some of the most critical decisions happen, making latency a life-or-death and billions of dollars difference. Armada is building the infrastructure for that part of the world: modular, ruggedized AI data centers that go to the data, instead of the other way around.From the first offshore edge computing deployment with the US Navy, to cutting avalanche response times in Alaska from over a day to real time, to sovereign AI installations in Saudi Arabia with Aramco and Microsoft, Armada is redefining what operating at the edge even means.In this episode, we cover:- Why cloud infrastructure was built for a pre-AI world and what that gap costs- How Starlink turned every remote location into a potential AI cluster- What "distributed intelligence" means and why it's the founding principle behind Armada- The global race for AI sovereignty and why modular compute is the linchpin- How Armada goes to market when a product demo involves shipping a 40-foot container to a desert (yes, really)- Why customer champions are better than any sales rep- The Microsoft partnership and how Armada extends Azure to places Azure could never go on its own- Category creation lessons from building a company before the market had a name for the industry- What's next: SpaceX, sovereign AI, and why Dan thinks humans are on the moon in two years (yes, REALLY)Guest links: Dan Wright - LinkedIn: https://www.linkedin.com/in/wrightdh/, hDan Wright - X: https://x.com/danwrightSFArmada - LinkedIn: https://www.linkedin.com/company/armadaai/Armada - Website: https://www.armada.ai/Host links:Sophie Buonassisi - LinkedIn: https://www.linkedin.com/in/sophiebuonassisi/Sophie Buonassisi - X: https://x.com/sophiebuonaNewsletter: https://thegtmnewsletter.substack.comSponsors: HockeyStack - the AI platform that unifies GTM data to help teams convert, expand, and scale. Learn more at https://www.hockeystack.com/Nooks - the AI workspace for outbound teams, where AI agents handle prospecting, rThe GTMnow Podcast The GTMnow Podcast is a weekly podcast featuring interviews with the top 1% GTM executives, VCs, and founders. Conversations reveal the unshared details behind how they have grown companies, and the go-to-market strategies responsible for shaping that growth.Visit gtmnow.com for more episodes and other interesting content.