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Distributed compute needs to be deployed with speed, scale, and sovereignty. Dan Wright joined Bloomberg Technology this week to talk about Galleon Forge One, our Series B, and the infrastructure buildout required to meet growing demand for inference, fine-tuning, and distributed model deployment at scale. The next wave of... show more

Armada

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934,749 views • 1 month ago •via X (Twitter)

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When we first met Tom, his obsession with energy markets came through immediately. Seemed random, but it's "actually" central to what he's building at Actual Computer. The thesis is that local inference is inevitable. Open source models are getting good enough, people don't want to feed their thoughts to AI labs, and demand for compute will continue to be insatiable. But the main forcing function is that chips aren't the bottleneck anymore - power is. Compute is derivative of energy, and the massive data center buildout has created an energy shortage where GPUs sit idle waiting for power to come online. Yet one place that already has power, and always will, is everywhere else. Homes. Businesses. Universities. Collectively, they have more compute than all the data centers combined. Tom Lynch goal is to build a distributed network of people plugging in their local compute (devices like Mac minis to consumer Nvidia cards) to serve inference demand. The substrate he's chosen is Bittensor, on Subnet 95. Actual Computer has an exceptional team behind it, and this is one of the projects that's gotten me most excited in a long time. Enjoy this conversation with the two of us!

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America must stockpile compute for the new era of national security. Armada just secured $230M to help build that compute stockpile, developing modular edge data centers for critical infrastructure and remote environments. U.S. Navy ships, oil rigs, remote mines, manufacturing facilities, and critical infrastructure sites are becoming the front lines of data generation, where 75% of data is now being generated. Our interview with Armada CEO Dan Wright breaks down the rise of hyperscaler infrastructure at the edge and why decentralized compute is becoming one of the most important strategic assets.

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We need to scale up the Kardashev scale ASAP We need to massively scale energy production and look at new algorithms/forms of compute for greater utilization/efficiency with our current grid

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50,953 views • 1 year ago

compute has to be distributed and personalized to minimize latency as AI scales, the economy is increasingly latency-sensitive only $amd can solve that problem at scale, end-to-end long $amd since $4.2 and I’m betting on it becoming a $5T company in ~5 years

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AI is exposing a simple truth: digital innovation is accelerating faster than the physical infrastructure required to support it. $IREN was founded to bridge that gap – deploying large scale, grid-connected data centers at unprecedented speed to power the high-energy demands of tomorrow’s compute.

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Theta offers GPU compute matched to your workload, instant and affordable. No more paying for what you don't use. No more H100s when distributed inference will do. Sign up at No call required. 🖥️

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