Edge AI Infrastructure: The Next Frontier in Global Tech Dominance

Mar 10, 2026 · The GTMnow Podcast
🎧 PodShort 27 min squeezed to 3 AI Sprinkler Revenue Operations
Episode artwork
Dan Wright
CEO at Armada
The GTMnow Podcast
27 min squeezed to 3
Full episode from The GTMnow Podcast
Quotable Moments

Now all the data's on oil rigs, mines, you know, ships, you name it, where there's sensors all over these things. And so, the problem is, if you don't have something like Armada, you can't actually use AI where you need it most, where the data is.

Dan WrightCEO at Armada
05:00

What we do with SpaceX is we sort of lock arms with them, and every time they launch in a new country, we're a first mover with the infrastructure.

Dan WrightCEO at Armada
23:38

I think the only limits that we have is the limits of our imagination and then, you know, focus. We got to focus on the right things to to make sure that we accomplish with technology things that serve humanity in the best possible way.

Dan WrightCEO at Armada
25:38
Key Insights
  • Armada is building the 'hyperscaler for the edge,' providing the critical infrastructure needed for the 70% of the world not covered by traditional cloud providers.
  • Existing cloud infrastructure was built for a pre-AI world where data was centralized. However, modern AI demands distributed intelligence because data is now generated everywhere, from oil rigs to remote locations.
  • Satellite connectivity, particularly Starlink, is a game-changer for enabling edge AI, allowing powerful AI models to be deployed in previously unreachable or fiber-less environments like Antarctica.
  • The global AI race, specifically between the US and China, is a full-stack, distributed intelligence competition. Countries and companies that move fastest to adopt and deploy this infrastructure will be the big winners.
  • AI sovereignty is evolving from a country or state level to a 'site level,' meaning data and AI processing must remain within specific physical locations due to cybersecurity, regulatory compliance, and latency requirements.
  • Category creation in technology is fundamentally about building a movement around solving previously unsolvable, important problems. This approach turns customers into champions who advocate for the solution.
  • The world has fundamentally shifted in ways that directly align with Armada's founding principles, particularly the need for ubiquitous connectivity, the proliferation of edge data, and the increasing importance of data sovereignty.
  • There are no limits to the edge; AI data centers will eventually exist in space, on the moon, and Mars within the next few years to support future endeavors like building bases and mining.
Metrics Mentioned
  • 30% of the world (Traditional cloud providers only cover about 30% of the world, leaving a vast remote 'edge' unserved.)
  • 155 countries (Starlink is currently available in approximately 155 countries and is expanding weekly.)
  • 10x less expensive (Cameras, sensors, and drones have become about 10x less expensive over the last five years, contributing to the proliferation of edge data.)
  • Hundreds of millions or billions of dollars (The value being created by AI in industries like oil & gas and mining can amount to hundreds of millions or billions of dollars.)
  • Two years (Dan Wright predicts we are approximately two years away from seeing AI infrastructure deployed on the moon.)

RevBots.ai View:

  • Armada's edge AI infrastructure aligns with the AI-sprinkler stage: bolting AI onto existing tech.
  • Revenue teams must adapt GTM strategies for movement-building, category-creating tech.
  • The global AI race underscores the need for rapid infrastructure deployment to win market share.
  • AI sovereignty at the site level introduces new compliance and security considerations for RevOps.
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