The Plano company built a business around an unglamorous problem: expensive equipment keeps moving, paperwork lies, and cell service disappears. Its answer is hardware tough enough for the field and software that makes every reliable ping useful.
ATCO grew from 15 utility trailers into a C$28 billion-asset group by pairing dependable networks with buildings that can move. Its next test is whether that same portfolio logic can absorb grid bottlenecks, policy uncertainty and a C$2.9 billion pipeline bet.
Armada is a San Francisco-based edge computing company that builds ruggedized, containerized data centers - the Galleon family and the megawatt-scale Leviathan - paired with Starlink connectivity and an AI orchestration platform. Its mission is to put AI and compute everywhere the cloud can't reach: oil rigs, mines, ships, forward operating bases, and remote industrial sites.