Armada

“Armada's a partner of ours. They've been a partner for a few years now. Dan's a good friend. And yeah, they've got our racks and the same concept that if you can actually take, instead of having to put a 100 kilowatt NVIDIA rack in there, you can put a 10 kilowatt SambaNova rack and generate more tokens.”

“Armada raised $230M at $2B valuation with BlackRock participation. 'Edge platform combining connectivity, compute, and AI for remote operations.'”