Armada

“Our goal is to be able to go from order to delivery in 60 days anywhere in the world. That's what we're trying to do.”

“The products are the same. So that was a really important part of our strategy is we do not want to build Bespoke solutions that only apply to like one customer. We don't do that.”

“To hurricanes or to avalanches like we are doing with the state of Alaska”

“There are especially third-party applications, like for example, the ones that Halliburton builds with its landmark suite of applications for automated drilling, where we're not building it, Halliburton's building it, but we're enabling it through our infrastr…”

“So you can buy connectivity, you can buy Starlink directly from us, both the terminals and the plans, but you can also buy cameras and sensors and drones, and then different first party and third party software and AI applications that you want to use at the e…”

“The second is just the explosion of IOT with the cost of cameras, sensors, drones, and robots going down 10 X in the last five years.”

“And I think it will kind of evolve like the iPhone did with Apple, which is once you start to show what's possible and like the big problems that can be solved now that this infrastructure is at the edge, Suddenly everybody's gonna be popping up. All these dev…”

“We have definitely talked about putting galleons in space at some point.”

“We have partnerships with all the GPU providers. We have partnerships with all the CPU providers. We have partnerships with everybody who provides every component that we have in these galleons.”

“We're now into a, it's approaching 50 countries but we have, like, a very clear strategy, which is, you know, we're sort of following Starlink's growth, right?”

“If you have power that's available, we can use any power source. We can put them on most every surface. They can move around as needed. You can keep them permanently mobile, mobile if you want, and then they're designed to hold up for decades with very little …”

“We have a partnership with them where we're going to market together. You know, Azure customers can use their credits on any of our products, which is really nice for the customers and all of the products kind of work really, really well together.”

“So just this week we announced that we did the first offshore edge computing that the Navy's ever done. We did that as part of the unit toss exercise this year, running cutting edge applications like Minotaur, Maven, there was an Azure stack in there, bringing…”

“So Armada is the hyperscaler for the Edge. We are taking the most powerful AI models and we're moving them to the Edge Faster, better, cheaper, and more flexibly than anybody else, and we do that with modular AI factories that can be deployed literally anywher…”

“It's about twice as expensive to do that running, you know, the latest large AI models in the cloud versus at the edge.”

“We announced another one with OpenAI, taking their models to the edge for the first time, so partnerships are a key part of our strategy, and it's,”

“We were the first modular data center ever to be deployed in the middle of the summer in the desert in Saudi Arabia with Aramco working with Microsoft.”

“Basically the Arctic with the state of Alaska, the first modular data center ever in Alaska, helping to cut the time to process large amounts of data from drones from 30 hours to real time in order to better respond to avalanches and floods and other types of …”