★
Menu
Home How It's Built Watchlist The Stack
Hardware ChipsCompare Chips Servers & SystemsNetworking MemoryFoundries & Packaging Cooling
Facilities Data CentersPower ProjectsCloud & GPU Compute
Intelligence AI ModelsSoftware AI ProductsBenchmarks Research PapersDatasets Concepts
Ecosystem CompaniesStocks PeopleTimeline TrendsFuture of AI
Learn News Ask the Data AI Agents
About About us Methodology Data & API Disclaimer
Options
DATA & API

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to chips, data centers and model jargon? We explain key terms as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the stack. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
‹ Back
Home › Companies › Lambda

Lambda

Company AI Cloud

The developer-facing GPU cloud that landed a multi-billion Microsoft deal.

You're looking at a company record: what this company does in the AI stack, and every chip, technology, facility and company it's linked to below.

Lambda grew from selling GPU workstations to researchers into a training-and-inference cloud, and in late 2025 announced a multi-billion-dollar AI infrastructure agreement with Microsoft — the neocloud model validated by the biggest buyer of all.

How this connects to the rest of the stack

This record's links at a glance — click a group to jump to it.

Offers

Supplier to

Competes with

Partner of

Sources

Lambda ↗

Record reviewed as of 2026-01-15 — see Methodology.