Lambda
Founded Year
2012Stage
Line of Credit - II | AliveTotal Raised
$1.148BValuation
$0000Last Raised
$275M | 1 mo agoRevenue
$0000Mosaic Score The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.
+33 points in the past 30 days
About Lambda
Lambda provides graphics processing unit (GPU) compute for artificial intelligence within the cloud computing industry. The company offers GPU instances and clusters for AI training and inference, as well as GPU cloud infrastructure. Lambda also offers Kubernetes services, inference endpoints, an application programming interface, and NVIDIA GPU workstations and desktops for deep learning applications. Lambda was formerly known as Lambda Labs. It was founded in 2012 and is based in San Jose, California.
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Lambda's Product Videos
ESPs containing Lambda
The ESP matrix leverages data and analyst insight to identify and rank leading companies in a given technology landscape.
The cloud graphics processing unit (GPU) market delivers GPU capabilities through cloud-based platforms, enabling users to leverage high-performance computing without on-premises infrastructure. These services support graphics-intensive and parallel processing workloads such as AI training, 3D modeling, scientific simulations, and video rendering. Companies in this market provide flexible scalabil…
Lambda named as Challenger among 15 other companies, including Microsoft, Oracle, and IBM.
Lambda's Products & Differentiators
GPU Cloud
Dedicated GPU instances combined with a full suite of ML softwares and tooling that 'just work'.
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Research containing Lambda
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned Lambda in 2 CB Insights research briefs, most recently on Nov 7, 2024.
Sep 13, 2024
The AI computing hardware market mapExpert Collections containing Lambda
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Lambda is included in 3 Expert Collections, including Unicorns- Billion Dollar Startups.
Unicorns- Billion Dollar Startups
1,286 items
Semiconductors, Chips, and Advanced Electronics
7,428 items
Companies in the semiconductors & HPC space, including integrated device manufacturers (IDMs), fabless firms, semiconductor production equipment manufacturers, electronic design automation (EDA), advanced semiconductor material companies, and more
Artificial Intelligence
10,195 items
Lambda Patents
Lambda has filed 12 patents.
The 3 most popular patent topics include:
- communication circuits
- geometrical optics
- radio electronics
Application Date | Grant Date | Title | Related Topics | Status |
|---|---|---|---|---|
5/7/2024 | 9/10/2024 | Oscillators, Laser science, Spectroscopy, Communication circuits, Telecommunication theory | Grant |
Application Date | 5/7/2024 |
|---|---|
Grant Date | 9/10/2024 |
Title | |
Related Topics | Oscillators, Laser science, Spectroscopy, Communication circuits, Telecommunication theory |
Status | Grant |
Latest Lambda News
Sep 5, 2025
英伟达砸下15亿美元，从Lambda租用搭载自家芯片的GPU服务器 媒体报道，正在准备上市的人工智能小型云服务提供商Lambda，近日获得其最重要供应商英伟达的大力支持。 此外，英伟达还与该公司达成另一笔2亿美元的交易，租赁8000个装有英伟达芯片的服务器，具体时间尚未确定。这些合约使英伟达成为Lambda迄今最大客户，也为该公司即将启动的首次公开募股（IPO）打下基础。 媒体称，这也是英伟达通过“循环式”财务安排，推动其芯片进入云市场、协助小型云服务商与亚马逊、谷歌等传统巨头竞争的最新案例。这也显示出AI领域的资本市场是如何“内循环”的：英伟达同时作为供应商、投资者与客户，扶持多家“小型云公司”，也被称为“neocloud”。 商业模式与CoreWeave类似 另一名知情人士对媒体表示，英伟达自身的研究人员也将使用其从Lambda租赁的GPU服务器。 Lambda预计其云收入将在2026年突破10亿美元，2030年突破200亿美元，目标是争取包括OpenAI、谷歌、Anthropic、xAI等大型AI开发商的合约。 Lambda还预计到2030年其算力规模将达到近3GW（千兆瓦），相当于目前一些最大云服务商总算力的近一半，而今年第二季度仅为47兆瓦。公司如何实现这一增长尚未明确，但上市后或能帮助其通过举债扩大运营。 Lambda的业务模式以及客户高度集中度与CoreWeave类似。后者是一家规模更大的GPU云服务提供商，近期已上市，并同样获得英伟达大量支持。 扶持小厂是英伟达一贯策略 英伟达也曾协助CoreWeave迅速崛起。CoreWeave由加密矿业转型而来，在转型早期便与英伟达签署了几乎与Lambda相同的协议。该协议帮助CoreWeave获得债务融资并拓展云业务，从而在市场中抢占了传统云厂商的份额。 英伟达扶持小型云服务商，旨在长期保护自身核心业务。尽管英伟达目前最大的客户仍是微软、亚马逊和谷歌，但这些科技巨头也在自研AI芯片，意图减少对英伟达的依赖。 客户集中风险
Lambda Frequently Asked Questions (FAQ)
When was Lambda founded?
Lambda was founded in 2012.
Where is Lambda's headquarters?
Lambda's headquarters is located at 2510 Zanker Road, San Jose.
What is Lambda's latest funding round?
Lambda's latest funding round is Line of Credit - II.
How much did Lambda raise?
Lambda raised a total of $1.148B.
Who are the investors of Lambda?
Investors of Lambda include J.P. Morgan, MUFG Bank, Citigroup, Credit Agricole, 1517 Fund and 38 more.
Who are Lambda's competitors?
Competitors of Lambda include VESSL AI, CoreWeave, Prime Intellect, Together AI, DataCrunch and 7 more.
What products does Lambda offer?
Lambda's products include GPU Cloud and 3 more.
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Compare Lambda to Competitors
RunPod engages as a cloud computing company that operates in the artificial intelligence (AI) and cloud computing sectors. The company has a platform for developing, training, and scaling AI models, including features like graphics processing unit (GPU) instances and application programming interface (API) endpoints for AI inference. RunPod serves clients such as startups, academic institutions, and enterprises requiring machine learning infrastructure. It was founded in 2022 and is based in Dover, Delaware.
Foundry provides elastic graphics processing unit compute solutions for artificial intelligence (AI) developers across various sectors. It offers access to NVIDIA graphics processing unit (GPU) for AI training, fine-tuning, and inference. Its services cater to Artificial Intelligence (AI) engineers, researchers, and scientists. It was founded in 2022 and is based in Palo Alto, California.
Aethir is a decentralized cloud computing infrastructure provider that offers access to GPUs for AI model training, fine-tuning, inference, and cloud gaming. The company primarily serves the artificial intelligence and gaming industries with its distributed cloud solutions. It was founded in 2021 and is based in Singapore, Singapore.
Crusoe provides artificial intelligence (AI) cloud computing services in the tech industry. Its offerings include infrastructure for AI exploration, large-scale model training, and scalable AI inference. It's Crusoe Cloud is available for developers and enterprises looking for AI computing resources. It was founded in 2018 and is based in Denver, Colorado.
Neu.ro focuses on providing solutions for data centers within the technology sector. The company's main offerings include a software layer that allows data centers to provide GPU-as-a-Service, supporting AI development and integration with existing business systems. Neu.ro serves the data center industry, with an emphasis on hybrid cloud integration and support for AI and machine learning applications. It was founded in 2019 and is based in San Francisco, California.
Cudo Compute provides GPU cloud solutions within the cloud computing industry. The company offers services including virtual machines, bare metal servers, and GPU clusters that support workloads such as AI, machine learning, and rendering. Cudo Compute serves sectors that require computing resources, including the AI and ML industries. It is based in London, England.
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