Armada
This company is in the pipeline of America 2030, IPO CLUB’s $50M, actively managed secondary fund focused on U.S. defense, energy, security and AI.
Headquarters: San Francisco, California
Year Founded: 2022
Employees: ~162 | 2025
Business Status: Revenue Generating
Industry Sectors: Oil & Gas, Mining, Space, Logistics, Telecom, AI-Infrastructure.
Why do we like it?
1. Record Growth in FY25
Armada achieved record-setting growth in fiscal year 2025—its first full year in the market. The company secured major contracts across oil & gas, telecommunications, government, and hospitality sectors, with notable clients including the U.S. Navy and Marriott adopting its technology.
2. Global Expansion
Now operating in over 60 countries, Armada has deployed its solutions across North America, Europe, the Middle East, and Asia-Pacific. Strategic partnerships with firms such as Tampnet and Avathon have further extended its global reach.
3. Innovative Products
Armada’s portfolio includes ruggedized mobile data centers (Galleons), an enterprise connectivity platform (Commander Connect), and AI-powered applications for real-time decision-making. These technologies are optimized for remote and mission-critical environments, such as offshore platforms and defense operations.
4. Strategic Partnerships
Key alliances with Microsoft Azure, Tampnet, and Avathon have enhanced Armada’s capabilities and market access. A recent collaboration with Tampnet focuses on deploying AI-driven edge compute solutions for offshore energy infrastructure.
5. Financial Backing
Armada raised $40 million in a funding round led by M12, Microsoft’s venture fund, bringing total funding to over $100 million. The capital is fueling continued product innovation, geographic expansion, and strategic growth initiatives.
as of march 2025: $2B valuation | $100M raised | Microsoft + Aramco contracts | Multiple Partnership announced
What IS Armada, and why does it matter?
Design, Build and Deploy Remote Computing Data Center Units
They design, build and deploy a “galleon” mobile rugged data center that can be placed anywhere. They are a one stop shop for any company with remote operations that needs AI data analysis with cloud computing and storage capability on a remote site. They’re looking to bridge the digital “data residency” issue as compliance is complex, and data breaches are real.
Design Software
Armada’s ‘Commander’ software operating system connects and manages all of a company’s connected production assets and a companies installed systems monitors into a fully integrated AI, data storage and cyber secure system.
First edge data center for Aramco
Edge computing infrastructure company Armada, Aramco Digital and Microsoft have collaborated to deploy the world’s first industrial distributed cloud in Saudi Arabia, integrating edge computing and AI to enhance operations.
The deployment includes Armada’s Galleon edge data centers, Microsoft’s Azure adaptive cloud, and AI-driven applications for real-time data processing and decision-making. This collaboration enables low-latency AI applications, automated safety monitoring, and operational intelligence, improving efficiency and resilience in Aramco‘s industrial sites.
The Galleons act as distributed cloud hubs, supporting Aramco’s hyperscale data center strategy and ensuring on-premises AI capabilities for critical operations. Initial deployments focus on AI-driven safety solutions for construction and energy sites, using computer vision and generative AI for predictive monitoring and real-time reporting.
The project aligns with Saudi Arabia’s Vision 2030, promoting technological innovation, workforce upskilling, and AI-driven industrial modernization.
Armada is in the pipeline of America 2030, IPO CLUB’s $50M, actively managed secondary fund focused on U.S. defense, energy, security and AI.
How can you invest?
Armada is part of our America 2030 pipeline. Find out more
Armada Stock
Stock price source: IPO CLUB Valuation at Market© - Become a member for in-depth coverage
Most Recent Financing Status
Seed Round (January 2023): Armada.ai raised $15 million in a seed round led by Founders Fund, Lux Capital, and Shield Capital.
Series A (December 2023): The company secured $55 million in a Series A funding round led by Founders Fund, Lux Capital, Shield Capital, and 8090 Industries, with participation from Felicis, Contrary, Valor Equity Partners, Marlinspike, 137 Ventures, Koch Real Estate Investments, 8VC, and other investors. According to Forbes, Armada had no customers beyond a proof-of-concept trial with mining company Nexa Resources. The startup is targeting remote & off-grid applications such as defense and mining.
Series B (July 2024): Armada.ai announced a $40 million strategic funding round led by M12, Microsoft's Venture Fund, bringing its total funding to over $100 million.
Major Investors
Founders Fund, Lux Capital, Shield Capital, Valro Equity Partners, 8VC, M12
Armada IPO
As of April 2025, Armada.ai has not filed for an Initial Public Offering (IPO) and remains a privately held company.
Pre-IPO Investing: For those interested in investing in Armada before an IPO, options include investing through ipo.club, which caters to accredited, qualified and institutional investors.
Armada Founders Video, where they explain their mission.
Latest updates from Armada and AMERICA 2030
This company is in the pipeline of America 2030, IPO CLUB’s $50M, actively managed secondary fund focused on U.S. defense, energy, security, and AI.
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In just over a quarter into 2025, AMERICA 2030 has witnessed a remarkable confirmation of its investment thesis: 18 companies in our deal pipeline have already raised follow-on rounds at higher valuations, and Kodiak Robotics just announced a public listing via SPAC. This rapid validation highlights that we are picking the right companies at the right time—positioned at the intersection of defense, energy, security, and AI—at attractive secondary prices before broader capital catches up.