Lambda
privateBackers
1 on fileNorwest Venture Partners
What they say they do
read Sep 9, 2026Supercomputers for training and inference
Train and scale AI on NVIDIA VR200 NVL 72, GB300 NVL 72, B300, B200, H200, H100, and and more GPUs. Launch on-demand instances or reserve a cluster. Get started.
lambda.aiThesis
GPU neocloud; ~$520M revenue, Nvidia $1.5B sale-leaseback for 18k GPUs, multibillion Microsoft GB300 deal.
Risk: Hyperscaler concentration is the core risk: a handful of buyers set pricing, and any capex pause hits backlog-driven valuations hard.
Contracts as provider
No filing on file discloses Lambda as the party delivering capacity, hosting, power or equipment.
Contracts as customer
1 disclosure · 21 MW| Filed | Provider | Kind | Site | MW | GPUs | Term | Total | Status | Source |
|---|---|---|---|---|---|---|---|---|---|
| Jun 21, 2024 | Super Micro Computer, Inc. | Colocation lease | Vernon, California | 21 MW | — | 10 yr | — | Definitiveverified | 8-K |
excerptPursuant to the Service Order, the Company has agreed to lease 21 MW of a multi-tenanted facility from the Supplier for a term of 10 years. ... Concurrent with the execution of the MCSA and the Service Order, the Company entered into that certain Sublicense (the “Sublicense”) with Lambda, Inc. (the “Sublicensee”) to sublicense all of the Company’s rights and obligations with respect to the Data Center Space. Pursuant to the Sublicense, the Sublicensee agreed to assume and perform all of the Company’s obligations, covenants, representations and terms under the MCSA and Service Order.Report an issue with this row | |||||||||
Signals
14 most recentMay 26, 2026FilingLambda Overhauls Executive Team to Scale Gigawatt-Level AI Supercomputing - thekeyexecutives.comnews
May 22, 2026FilingHudson River Trading selects Lambda for AI compute infrastructure - Data Center Dynamicsnews
May 20, 2026FilingLambda wins cloud deal with Hudson River Trading to supply access to Nvidia chips - Reutersnews
May 20, 2026FilingLambda Partners with Hudson River Trading to Power Quantitative Research and Development - Business Wirenews
May 18, 2026FilingSVC students inducted into Alpha Lambda Delta Honor Society - Saint Vincent Collegenews
May 15, 2026FilingLambda Chi Alpha at Penn State resolves hazing allegations, agrees to one semester suspension - The Pennsylvania State Universitynews
May 8, 2026FilingThis Mother’s Day, I’m Thankful for What My Transgender Daughter Has Taught Me - Lambda Legalnews
May 6, 2026FilingLambda hires Michel Combes as CEO, co-founder Stephen Balaban shifts to CTO role - Data Center Dynamicsnews
Mar 30, 2026FilingBuild high-performance apps with AWS Lambda Managed Instances - Amazon Web Services (AWS)news
Mar 18, 2026FilingAnnouncing the Finalists for the 38th Lambda Literary Awards - Lambda Literarynews