Why Lambda matters
Lambda signed a multi-year, multibillion-dollar agreement in November 2025 to deploy tens of thousands of Nvidia GPUs, including GB300 NVL72 systems, for Microsoft in its United States data centers. The same month it raised more than $1.5 billion in a Series E led by TWG Global, for about $2.3 billion in total funding. In 2026 it was reported to be raising at least $350 million ahead of a possible IPO.
The numberRaised more than $1.5B in a Series E led by TWG Global in November 2025, weeks after a multibillion-dollar Microsoft deal
On The All Things AI 100
Listed under Chips, compute, and AI clouds. The silicon and the data centers everything else runs on.
Quick answers
- What does Lambda do?
- GPU cloud and on-premises AI hardware provider serving developers and hyperscalers. Lambda signed a multi-year, multibillion-dollar agreement in November 2025 to deploy tens of thousands of Nvidia GPUs, including GB300 NVL72 systems, for Microsoft in its United States data centers.
- What AI capabilities does Lambda offer?
- Lambda supplies GPU cloud instances and on-premises systems so customers can train, fine-tune, and run machine learning models. Its cloud rents NVIDIA GPU clusters for development, training jobs, and production inference, and customers bring their own frameworks and models. Teams use the hardware and cloud to build AI products without operating their own data center.
- Why is Lambda on The All Things AI 100?
- Lambda is listed under Chips, compute, and AI clouds. The silicon and the data centers everything else runs on. Raised more than $1.5B in a Series E led by TWG Global in November 2025, weeks after a multibillion-dollar Microsoft deal.
- Where is Lambda based, and who owns it?
- Lambda is based in San Jose, CA, was founded in 2012 and is private, Series E (IPO preparation reported).