Where is Lambda headquartered?

Lambda is headquartered in San Francisco, United States. The company has a team of 400-500 people.

Lambda operates in the AI Infrastructure sector. Lambda provides AI cloud infrastructure and GPU-powered computing solutions for AI training and inference, positioning itself as "The Superintelligence Cloud." Offers integrated AI factories with high-density power, liquid cooling, and NVIDIA GPUs for peak performance, combined with managed services for cluster management and real-time analytics

When was Lambda founded?

Lambda was founded in 2012. It is based in San Francisco, United States.

Who is the CEO of Lambda?

Michel Combes is the CEO of Lambda. The company was founded in 2012.

Where is Lambda located?

Lambda is headquartered in San Francisco, United States.

What funding stage is Lambda at?

Lambda is currently at the Established stage.

How many employees does Lambda have?

Lambda has approximately 400-500 employees.

Lambda

Category: AI Infrastructure

Lambda provides AI cloud infrastructure and GPU-powered computing solutions for AI training and inference, positioning itself as "The Superintelligence Cloud." Lambda was founded in 2012. The company is led by Michel Combes. Based in San Francisco, United States. Team size: 400-500. Total funding raised: $2.6B+. Latest round: Debt. Key investors include TWG Global, USIT, Nvidia, ARK Invest, Andrej Karpathy, Andra Capital, SGW, G Squared, Mercato Partners, Bloomberg Beta, Gradient Ventures, B Capital.

Founded: 2012
Headquarters: San Francisco, United States
Team size: 400-500
Total funding: $2.6B+

Value proposition

Offers integrated AI factories with high-density power, liquid cooling, and NVIDIA GPUs for peak performance, combined with managed services for cluster management and real-time analytics

Products and solutions

Lambda Cloud (on-demand GPU instances, clusters, and dedicated servers), Lambda Chat (AI model hosting platform), Managed Slurm cluster management, Cloud Metrics Dashboard, Filesystem S3 Adapter

Unique value

Vertical integration of AI hardware (Nvidia GPUs) and cloud infrastructure, with a focus on end-to-end AI workflows and gigawatt-scale AI factories

Target customer

Enterprises, developers, AI research labs, and hyperscalers like Microsoft requiring scalable AI/ML infrastructure

Industries served

AI/ML development, Cloud computing, Enterprise technology, HPC (High-Performance Computing)

Technology advantage

Deployment of cutting-edge Nvidia systems (including GB300 NVL72) and scalable AI factories with liquid cooling for efficiency. First-to-deploy NVIDIA Blackwell/GB300 GPUs at scale

How they differentiate

Lambda differentiates itself through its focus on GPU-based cloud computing for AI training/inference, managed Kubernetes/Slurm infrastructure, liquid-cooled high-density racks, and strategic partnerships with Microsoft and Nvidia

Main competitors

CoreWeave, Crusoe, Together AI, RunPod, Vast.ai

Key partnerships

Microsoft (multibillion-dollar AI infrastructure deal, 2025), Nvidia (GPU technology and co-investment in cloud infrastructure), TWG Global, USIT (funding partners)

Notable customers

Microsoft (infrastructure partnership), Various Fortune 500 enterprises, AI research labs and universities

Major milestones

Appointed Michel Combes as CEO; Stephen Balaban to CTO; John Donovan Board Chair (May 2026), Closed $1B senior secured credit facility arranged by J.P. Morgan (May 2026), Raised over $1.5B Series E led by TWG Global (November 2025), Multibillion-dollar Microsoft AI infrastructure agreement with tens of thousands of NVIDIA GPUs incl. GB300 NVL72 (November 2025), $480M Series D co-led by Andra Capital and SGW with NVIDIA participation (February 2025), Targeting 3GW AI compute under management by 2030

Growth metrics

Serves tens of thousands of customers; targeting 3GW of AI compute under management by 2030; expanding gigawatt-scale AI factories with next-gen NVIDIA accelerators

Market positioning

Positioned as a leading provider of AI-specific GPU infrastructure with enterprise-grade scalability, targeting developers and enterprises needing high-performance computing for AI workloads

Geographic focus

Primarily U.S.-based with 15 data centers across the country, targeting global clients with operational headquarters in San Francisco, California

Patents and IP

No specific patents mentioned in public sources; innovation appears focused on infrastructure integration and operational scale

About Michel Combes

French telecom/infrastructure operator; previously Chairman & CEO of Brightspeed; CEO of SoftBank Group International, Sprint, Alcatel-Lucent, Altice, and Vodafone Europe; earlier roles at France Télécom.