Lambda
The Superintelligence Cloud
Data / Infra
📍 San Jose, California
Founded 2012
Current Valuation
$9.4B
as of 2025-Q4
UNICORN
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.
Company Profile
Est. Revenue
$760M (2025-Q4)
Growth
Hypergrowth - 80% YoY revenue growth, one of the fastest-growing GPU cloud providers
Last Round
Series E-3 — $410M (Nov 2025)
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.