Lambda private ☆
cloud & hyperscalers · Industry Index 7 (rank #171) · $2.5B — Series D, 2025-02editorial estimate
ⓘ Data freshness
price: no data index: as of 2026-10-06 fundamentals: no data No structured SEC filings
Deep funding / news coverage runs mega-caps first — Lambda is in the graph, but detailed data isn't ingested yet.
Lambda provides GPU cloud services and AI supercomputers built on NVIDIA hardware for training and inference, including a multibillion-dollar Microsoft deployment.
Industry exposure 1.0 (Lambda is a pure-play AI cloud and GPU-server maker whose entire business serves AI training and inference.)
Signal
signal: no dataNot scored (private). Lambda is a private company, so its directional signal is not published.
Relationship network
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Key relationships
- Microsoft — customer · Lambda has a multibillion-dollar agreement to deploy tens of thousands of NVIDIA GPUs as AI cloud capacity for Microsoft. source: techcrunch.com
- NVIDIA — partner · NVIDIA supplies Lambda's GPUs and reportedly signed a ~$1.5 billion deal to lease GPU capacity back from Lambda. source: datacenterdynamics.com
- Pegatron — supplier · Lambda partnered with Pegatron's server division to deploy NVIDIA GB200 NVL72 racks for its AI cloud platform. source: datacenterdynamics.com