What is Lambda worth in 2026?

QuantLogix's QL Price for Lambda is $11B as of 2026-09-01, a medium-confidence estimate blending the last disclosed round with secondary-market prints and public-company comparables. That is 21% above its last disclosed round of $9.4B. QuantLogix publishes this price with a permanent accuracy record graded against the rounds that price afterwards.

←Back to list

Lambda

The Superintelligence Cloud

Lambda is a leading AI cloud infrastructure provider offering GPU-powered cloud services, on-demand clusters, private cloud, and hardware for AI training and inference. Founded in 2012 by brothers Stephen and Michael Balaban, Lambda has grown from an AI photo editing app to a major player in AI infrastructure, serving over 200,000 AI developers and teams. The company operates gigawatt-scale AI data centers and is a seven-time NVIDIA Partner of the Year and NVIDIA Exemplar Cloud partner. Lambda provides access to cutting-edge GPUs including NVIDIA B200, H100, A100, and GH200, with a focus on making AI compute accessible and scalable.

Data / Infra 📍 San Jose, California Founded 2012

Current Valuation

$9.4B

as of 2025-Q4

UNICORN

QL Price

$11B

+21% vs last round

QuantLogix's current estimate for Lambda, published 2026-09-01 — above the last disclosed round of $9.4B (2025-Q4).

Confidence

medium

Basis

blended

What backs this price

Last disclosed round	$9.4B	2025-Q4	weight 0.63
Secondary market print	$12B	2026-06-27	weight 0.96
Public-company comparables	$17B	2025-Q4	weight 0.14

How this price has held up

No round has priced for Lambda since QuantLogix began publishing a price for it, so there is nothing to grade yet. The claim above is on the record from 2026-09-01 and will be graded against the next priced round. See the full accuracy record →

How to actually get exposure to Lambda →

Which publicly-traded funds already hold it, what $10,000 buys, and whether any route is open to you.

Cite this price as QuantLogix QL Price, Lambda, 2026-09-01 (33b2e969ae575036). The id pins this exact claim, so a citation stays checkable after the price moves. Model estimate for research — not a quote, target price, or investment advice.

IPO Outlookprivate

Is Lambda going public in 2026?

No. Lambda is private and has not filed to go public; 2026 is the earliest year discussed. There is no S-1 on file.

What is Lambda's valuation in 2026?

Lambda is valued at $9.4B as of 2025-Q4, set by its Series E-3 ($410.28M, Nov 2025). That is the last confirmed mark, not a live price — private shares do not trade continuously.

Has Lambda filed an S-1?

No public S-1 is on file for Lambda.

Who are Lambda's investors?

Lambda's investors include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, NVIDIA, Andrej Karpathy and 20 more.

Read the Lambda pre-IPO deep dive · 08/15/2026 →

Answers are derived from the roster record shown on this page — filing status, last round and confirmed marks. Where the record is silent, the answer says so rather than guessing.

Company Profile

CEO

Stephen Balaban

Founded

2012

San Jose, California

Employees

400-500

Total Raised

$2.4B

Est. Revenue

$760M (2025-Q4)

Growth

Hypergrowth - 80% YoY revenue growth, one of the fastest-growing GPU cloud providers

Last Round

Series E-3 — $410.28M (Nov 2025)

IPO Status

Private

Fundraising Status

Series E-3 · $410.28M · 10 mo ago

PrivateTotal raised $2.4B

Secondary Market

Implied price / share

$40.68

Last round price / share

$32.27

vs last round

+26.1%

Open interest

56

Last round price vs secondary price

Secondary price return by period

Implied per-share price from private secondary transactions, as of Jun 2026. This is a point estimate, not a quote — the feed carries no bid, ask or spread, and a secondary print is evidence of what someone paid on that date rather than a live market. Compare across every tracked name →

Latest Funding Round

Round	Amount	Date	Lead Investor	Post-Money
Series E-3	$410.28M	Nov 2025	—	—

Talent Signal

Hiring trend

● First snapshot

trend accrues with monthly sweeps

Open roles

via ashby

Product-build share

67%

engineering, research, product, design

Trajectory

steady

heavy product build — 67% of open roles are product-building functions (engineering/research/product) — 38 of 70 open roles are engineering.

Actively hiring with no tracked executive churn.

Open roles by month

Open roles by function

■ product-building ■ go-to-market / G&A

Senior Platform Engineer - Core InfrastructureSenior HPC Platform Hardware EngineerSenior Software Engineer - Fleet EngineeringSenior Network EngineerHardware Quality EngineerData Center Operations Systems Engineer (Quebec City, Canada)

Counted from Lambda's live job board as of 2026-08-17; role functions classified from posting titles. Open-role counts are an activity signal, not headcount. Refreshed monthly.

Founders & Key People

Stephen BalabanMichael Balaban

Investors

TWG Global · US Innovative Technology Fund (USIT) · Andra Capital · SGW · NVIDIA · Andrej Karpathy · ARK Invest · In-Q-Tel (IQT) · 1517 Fund · Alumni Ventures · B Capital · Fincadia Advisors · G Squared · KHK & Partners · Gradient Ventures · Mubadala Capital · Pegatron · Supermicro · Wistron · Wiwynn · Crescent Cove · JP Morgan · SK Telecom · T. Rowe Price · Thomas Tull · Mark Walter

Products

Lambda 1-Click Clusters
Lambda Echelon
Lambda Stack
On-Demand Cloud
Reserved Cloud

Competitors

CoreWeave · Together AI · Crusoe · Run:ai

AI InfrastructureGPU CloudMachine LearningDeep LearningCloud ComputingNVIDIA PartnerSuperintelligenceAI TrainingAI InferenceData CenterEnterprise AI

Private-company numbers are not real-time. Reflects publicly disclosed valuations from press releases, news reports, and tender offers as of 2025-Q4. Refreshed quarterly.