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Closing Bell

Manifest Space: Hyperscalers for the Edge, Movable Data Centers, & The AI Arms Race with Armada CEO Dan Wright 8/21/25

Closing Bell

CNBC

Business, News

4.8118 Ratings

🗓️ 21 August 2025

⏱️ 17 minutes

🧾️ Download transcript

Summary

Armada is a startup focused on movable data center systems in AI computing in remote locations. It all started with a close collaboration with SpaceX, using the Starlink broadband network for connectivity. Co-founder & CEO Dan Wright joins Morgan Brennan to discuss edge computing, partnerships with energy producers and the AI arms race.

Transcript

Click on a timestamp to play from that location

0:00.0

Armada makes movable data centers.

0:05.0

The startup's modular systems are used for AI computing in remote locations.

0:09.0

Some as small as a suitcase, others the size of shipping containers.

0:13.0

CEO and co-founder Dan Wright calls Armada the quote, hyper-scaler for the edge.

0:17.0

Today is where there's a ton of data being generated on oil rigs, mines, battleships,

0:23.1

terabytes of data every day on every one of those assets. And there's no good way to process

0:27.3

that data in a way that's real-time, secure at the edge. And so we're enabling that.

0:32.7

Armada Counts Founders Fund, Lux Capital and Microsoft among its investors. It recently raised another

0:38.4

$131 million. It all started, though, with a close collaboration with SpaceX, using the Starlink

0:44.9

broadband network for connectivity. Starlink, most people don't know, didn't exist until it launched

0:51.3

in public beta in November of 2020, and now they're in well over 140 countries all over the world.

0:57.5

So increasingly we're seeing that used as a primary,

1:00.1

but then what a lot of our customers want is they want to optimize multiple forms of connectivity.

1:05.6

And so we allow multiple types of Leo and geo-satellite connectivity,

1:09.5

as well as we can use fiber.

1:11.2

On this episode, Armada's Dan Wright on edge computing, partnerships with energy producers,

1:16.9

and the AI arms race between China and the U.S.

1:21.1

I'm Morgan Brennan, and this is Manifest Space.

1:27.2

Joining me now, Armada's CEO and co-founder Dan Wright.

1:30.3

Dan, it's great to speak with you today.

1:31.3

Thanks for having me, Morgan.

1:33.3

So let's start with, let's start with the basics.

...

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