Lambda Signs Multi-Billion Dollar AI Infrastructure Partnership with Microsoft

Recently, cloud computing company Lambda announced a large-scale AI infrastructure partnership with Microsoft. According to the latest press release, Lambda will deploy tens of thousands of NVIDIA GPUs as part of the collaboration, although the specific transaction amount was not disclosed. These GPUs include the recently launched NVIDIA GB300 NVL72 systems, which began shipping in the past few months.

Stephen Balaban, CEO of Lambda, stated in the press release: "It's exciting to see the Microsoft and Lambda teams working together to deploy these massive AI supercomputers. Our partnership with Microsoft has spanned over eight years, and this collaboration is a significant milestone in our relationship."

Microsoft first launched the NVIDIA GB300 NVL72 cluster in October, demonstrating its continued investment in AI computing power. Founded in 2012, Lambda has emerged as a standout in the current AI boom, raising $1.7 billion in venture capital—reflecting strong market demand for AI infrastructure and computing capabilities.

The announcement comes just hours after Microsoft revealed a $9.7 billion AI cloud computing capacity deal with Australian data center company IREN. Meanwhile, OpenAI also announced a $38 billion cloud computing agreement with Amazon, under which it will use Amazon's cloud services over the next seven years. Additionally, OpenAI signed a landmark $300 billion cloud computing deal with Oracle in September.

Amazon's AWS division reported in last week's Q3 earnings that it is on track for its best operating income in three years, with $33 billion in sales so far this year. Andy Jassy, CEO of Amazon, stated: "AWS is growing at a pace we haven't seen since 2022, and we are all-in on accelerating capacity expansion, adding over 3.8 gigawatts of capacity in the past 12 months."