-

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

Lambda to deliver mission-critical AI cloud compute at scale under a multi-year contract.

original

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 GPUs, including NVIDIA GB300 NVL72 systems.

The strategic collaboration represents a significant multi-year NVIDIA AI infrastructure deployment, expanding access to critical cloud-based accelerated computing resources.

“It’s great to watch the Microsoft and Lambda teams working together to deploy these massive AI supercomputers,” said Stephen Balaban, CEO of Lambda. “We’ve been working with Microsoft for more than eight years, and this is a phenomenal next step in our relationship.”

The agreement between Lambda and Microsoft highlights the significant growth in global demand for high-performance computing, driven by the surge in AI assistant use and enterprise adoption.

We believe Lambda’s push to deploy gigawatt-scale AI factories is supporting one of the most significant technological shifts in human history. This collaboration demonstrates Lambda’s position as a trusted at-scale partner for deploying compute infrastructure for the world’s leading AI products.

About Lambda

Lambda, The Superintelligence Cloud, builds gigawatt-scale AI factories for training and inference. From prototyping to serving billions of users in production, we build the underlying infrastructure that powers AI. Lambda was founded in 2012 by published AI engineers.

Lambda’s mission is to make compute as ubiquitous as electricity and give everyone in America the power of superintelligence. One person, One GPU.

Contacts

Lambda Media Contact
pr@lambda.ai

Industry:

Lambda

Release Versions
English

Contacts

Lambda Media Contact
pr@lambda.ai

More News From Lambda

Lambda Doubles Down on Midwest Expansion, To Build AI Factory in Kansas City, MO

SAN FRANCISCO--(BUSINESS WIRE)--Lambda, the Superintelligence Cloud, today announced it is planning to transform an unoccupied 2009-built facility in Kansas City, Missouri, into a state-of-the-art AI Factory. This Kansas City deployment is part of Lambda's mission to build the infrastructure backbone for the Superintelligence era. Under the agreement, Lambda is planning to develop and operate the facility as the sole tenant. The site is expected to launch in early 2026 with 24MW of capacity, an...

Lambda Appoints Stacey Finerman as VP, Investor Relations

SAN FRANCISCO--(BUSINESS WIRE)--Lambda, the Superintelligence Cloud, today announced the appointment of Stacey Finerman as VP, Investor Relations. Finerman brings over a decade of experience in financial communications and capital markets strategy to support Lambda's next stage of growth as a leader in AI infrastructure. "We’re delighted to have Stacey join our team. Stacey’s significant experience strengthens our investor relations capabilities and adds a new set of relationships with investor...

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 performance validation from NVIDIA. This validates Lambda’s ability to deliver consistent performance on NVIDIA H100 GPUs at scale. Lambda's infrastructure meets NVIDIA's requirements for real-world workload performance and reliability, with transparent, workload-specific benchmark results demonstrat...
Back to Newsroom