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Lambda Stock

Private Company · Price from Hiive
$43.85 -0.19 (-0.43%)
As of Jul 20, 2026
57.28%
Valuation$5.9B1, 2
Valuation DateNov 18, 2025
Implied Valuation$4.77B
Last Price$43.85
52-Week High$75.68
52-Week Low$27.88
YTD Return-22.61%
1-Year Return+57.28%
3-Year Returnn/a
Total Funding$2.36B1
Latest Round Amount$1.5B3
Latest RoundSeries E
Funding Rounds7
IPO StatusExpected2
Expected IPO DateH2 2026
Revenue$520M4
Revenue TypeTTM
P/S Ratio11.3

About Lambda

Lambda is an AI infrastructure company that rents out GPU computing power for training and running artificial intelligence models. The company builds and operates large data centers, which it calls AI factories, filled with Nvidia GPUs. It makes money by leasing this compute capacity to customers ranging from individual developers to large enterprises like Microsoft, which signed a multibillion-dollar deal for access to Lambda's GPUs in 2025. Lambda was founded in 2012 by brothers Stephen and Michael Balaban and is headquartered in San Francisco, California.

Categories Cloud Computing, Artificial Intelligence
Founded 2012
Country United States
CEO Michel Combes
Founders Stephen Balaban, Michael Balaban
Headquarters San Francisco, CA

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News

Lambda Partners with Hudson River Trading to Power Quantitative Research and Development

SAN FRANCISCO--(BUSINESS WIRE)--Lambda, The Superintelligence Cloud, today announced a partnership with Hudson River Trading (HRT), a leading quantitative trading firm, to accelerate HRT's trading res...

2 months ago - Business Wire

Lambda Closes $1 Billion Senior Secured Credit Facility to Meet Gigawatt-Scale AI Infrastructure Demand

SAN FRANCISCO--(BUSINESS WIRE)--Lambda, the Superintelligence Cloud, today announced the closing of a $1 billion syndicated senior secured credit facility. The financing upsizes Lambda's existing cred...

2 months ago - Business Wire

Lambda Assembles Leadership Team to Power Gigawatt-Scale AI Infrastructure for the Superintelligence Era

SAN FRANCISCO--(BUSINESS WIRE)--Lambda, the Superintelligence Cloud, today announced an expanded leadership structure assembled to match the scale of the opportunity in front of the company. As demand...

2 months ago - Business Wire

Lambda Expands NVIDIA Collaboration, Large-Scale Deployments, and New AI Infrastructure Offerings

SAN FRANCISCO--(BUSINESS WIRE)--Lambda, the Superintelligence Cloud, today announced at NVIDIA GTC 2026 it is a launch partner for NVIDIA's Vera CPU platform and NVIDIA STX, the deployment of NVIDIA Q...

Other symbols: NVDA
4 months ago - Business Wire

Lambda Leads Early Adoption of NVIDIA Co-Packaged Optics for Next-Gen AI Factories

SAN FRANCISCO--(BUSINESS WIRE)--Lambda, the Superintelligence Cloud, today announced it is among the first AI infrastructure providers to integrate NVIDIA's silicon photonics–based networking. The shi...

Other symbols: NVDA
8 months ago - Business Wire

Lambda is One of the First to Deploy NVIDIA Co-Packaged Optics for AI Infrastructure

SAN FRANCISCO--(BUSINESS WIRE)--Lambda, the Superintelligence Cloud, today announced it is among the first AI infrastructure providers to integrate NVIDIA's silicon photonics–based networking. The shi...

Other symbols: NVDA
8 months ago - Business Wire

AI Cloud Company Lambda Raises Over $1.5 Billion

Lambda, a startup that rents out access to advanced artificial intelligence chips, said Tuesday that it raised over $1.5 billion in its latest funding round.

8 months ago - WSJ

Lambda inks multi-billion-dollar AI infrastructure deal with Microsoft

Cloud-computing company Lambda deepened its relationship with Microsoft through a sizable AI infrastructure deal.

Other symbols: MSFT
9 months ago - TechCrunch

Lambda, Microsoft agree to multibillion-dollar AI infrastructure deal with Nvidia chips

AI cloud startup Lambda announced a multibillion-dollar partnership with Microsoft to build AI infrastructure powered by Nvidia chips. The Nvidia-backed firm has had a relationship with Microsoft sinc...

Other symbols: MSFTNVDA
9 months ago - CNBC

Cloud startup Lambda unveils multi-billion-dollar deal with Microsoft

Artificial intelligence cloud startup Lambda said on Monday it has entered into a multi-billion-dollar agreement with Microsoft to deploy tens of thousands of AI chip leader Nvidia's graphics processo...

Other symbols: MSFT
9 months ago - Reuters

Lambda Announces Multibillion-Dollar Agreement With Microsoft to Deploy AI Infrastructure Powered by Tens of Thousands of NVIDIA GPUs

SAN FRANCISCO--(BUSINESS WIRE)--Lambda, the Superintelligence Cloud, today announced a multibillion-dollar agreement with Microsoft to deploy AI infrastructure powered by tens of thousands of NVIDIA G...

Other symbols: MSFTNVDA
9 months ago - Business Wire

Lambda Achieves NVIDIA Exemplar Cloud

SAN FRANCISCO--(BUSINESS WIRE)--Lambda, the Superintelligence Cloud, today announced it has achieved NVIDIA Exemplar Cloud Status, becoming one of the first GPU cloud providers worldwide to receive pe...

Other symbols: NVDA
10 months ago - Business Wire

Lambda Appoints Heather Planishek to Board of Directors as Audit Chair

SAN FRANCISCO--(BUSINESS WIRE)--Lambda, the Superintelligence Cloud, today announced the appointment of Heather Planishek to its Board of Directors, where she will serve as Audit Chair. Planishek brin...

10 months ago - Business Wire

Lambda and ECL Bring the First Hydrogen-Powered NVIDIA GB300 NVL72 Systems Online

SAN FRANCISCO--(BUSINESS WIRE)--Lambda, the Superintelligence Cloud, today announced the deployment of the industry's first hydrogen-powered, production-grade NVIDIA GB300 NVL72 systems at ECL's Mount...

Other symbols: SMCI
10 months ago - Business Wire

Lambda Builds AI Factories with Supermicro NVIDIA Blackwell GPU Server Clusters to Deliver Production-ready Next-Gen AI Infrastructure at Scale

Expanded AI infrastructure with faster results with Supermicro's GPU-optimized servers Large-scale AI factories for training and inference deployed in record time Supermicro's advanced liquid-cooling ...

Other symbols: SMCI
11 months ago - PRNewsWire

AI cloud startup Lambda raises $480 million in new round; Nvidia among investors

Lambda, a cloud computing firm specializing in providing hardware and services to power artificial intelligence development, has raised $480 million in a Series D equity round from investors including...

Other symbols: NVDA
1 year ago - Reuters

Lambda Announces Strategic Partnership with SK Telecom to Expand Cloud Services in South Korea

SAN JOSE, Calif.--(BUSINESS WIRE)--Lambda, the AI developer cloud, today announced a partnership with South Korea's largest mobile telecommunications company, SK Telecom (SKT). Amid increasing demand ...

Other symbols: SKM
2 years ago - Business Wire

Lambda Launches First Self-Serve, On-Demand NVIDIA HGX H100 and NVIDIA Quantum-2 InfiniBand Clusters for AI Model Training

SAN JOSE, Calif.--(BUSINESS WIRE)--Lambda, the GPU cloud company founded by AI engineers and powered by NVIDIA GPUs, has unveiled Lambda 1-Click Clusters, providing AI engineers and researchers short-...

Other symbols: NVDA
2 years ago - Business Wire

Lambda secures $500 mln loan with Nvidia chips as collateral

Lambda has secured a $500 million loan from lenders including Macquarie Group with Nvidia's much-coveted chips as collateral, the specialty artificial intelligence cloud provider said on Thursday.

Other symbols: NVDA
2 years ago - Reuters