Manifest Space with Morgan Brennan Hyperscalers for the Edge, Movable Data Centers, & The AI Arms Race with Armada CEO Dan Wright 8/21/25
Aug 21, 2025
Dan Wright, Co-founder and CEO of Armada, dives into the future of AI with his innovative movable data centers designed for remote computing. He shares insights on the collaboration with SpaceX’s Starlink, enhancing connectivity for critical data processing. The conversation highlights edge computing's role in sectors like energy and defense, as well as leveraging stranded energy resources for AI advancements. Wright emphasizes the need for a strong U.S. infrastructure to stay competitive globally, particularly against China's rapidly developing technologies.
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Full-Stack Edge Hyperscaler
- Armada builds full-stack, rapidly deployable data centers colocated with data and energy to run AI at remote sites.
- Dan Wright frames this as extending hyperscaler benefits to the global edge to keep pace with AI demands.
Cloud Covers Only Part Of The World
- The traditional cloud covers roughly 30% of the world; 70% lacks true cloud coverage.
- Wright positions Armada to enable AI for that underserved 70% by deploying compute where data is generated.
Terabytes Per Rig, Weeks Of Latency
- Oil rigs generate one to five terabytes of data per day, often with three-week to month-long processing delays.
- Armada processes that data at the edge and sends only metadata back to the cloud for real-time use.