Lambda
Lambda, founded in 2012 in San Jose, California, USA, provides cloud-based GPU computing resources and hardware for AI training and inference.
Position in SVTR
Snapshot 2026-10-21- Startup SignalsTop 25%↓12
- ComputeTop 25%↓3
- Data CentersTop 50%↓2
- CloudTop 50%↓1
- GPUTop 50%↓2
About
Lambda, founded in 2012 in San Jose, California, USA, provides cloud-based GPU computing resources and hardware for AI training and inference. One of its flagship products is 1-Click Clusters, which allows developers to rapidly provision AI clusters using up to 512 Nvidia H100 chips.
Technology & BusinessWhat · How · Which stage
Stack Layer云与集群服务HighEvidence
租用 GPU 集群给 AI 公司训练与推理，CoreWeave 主要对手——客户买按需算力（判据③）
Source：Official site · Updated 2026-09-10 · View source
Deployment云端/数据中心HighEvidence
租用 GPU 集群给 AI 公司训练与推理，CoreWeave 主要对手——客户买按需算力（判据③）
Source：Official site · Updated 2026-09-10 · View source
Full tier & rationale — an SVTR Intelligence benefit
Capital graph
Company· 12
Investor· 10
Founders / team· 2
Funding history
- 2025-11-18Series D+$1.5B
Investors · US Innovative Technology Fund, TWG GlobalSource · SVTR Weekly #132 ↗
- 2025-02
- 2024-02Series C$320M
Investors · Bloomberg Beta, SK Telecom, Gradient Ventures, B Capital, Crescent Cove, Mercato Partners, 1517 Fund, U.S. Innovative TechnologySource · SVTR Weekly #040
Comparable companies· by market
This company
BusinessLatest roundTotal raisedDate- Lambda
AI GPU cloud infrastructure (neocloud)
Series D+ · $2.9B · 2025-11
$2.9B
United States
BusinessLatest roundTotal raisedDate- Fluidstack
GPU cloud and AI compute infrastructure (neocloud), also building and operating data centers
Undisclosed · $2.6B · 2026-09 · Valuation $18B
$2.6BValuation $18B - CoreWeave
GPU cloud infrastructure services for AI training and inference
Undisclosed · $1.8B · 2024-11
$1.8B - Modal
Serverless cloud computing infrastructure providing on-demand GPUs/CPUs for AI teams.
Series D+ · $1.2B · 2026-10 · Valuation $16B
$1.2BValuation $16B
China
BusinessLatest roundTotal raisedDate- KONST
AI compute operations: GPU data center construction and hosting, GPU cloud and enterprise AI deployment
Series B · 2026-10
— - 芯瞳半导体
Domestic Chinese GPU chip design, focused on general-purpose computing, large-scale AI compute and high-performance graphics rendering
Strategic · 2026-07
— - 星际原点
Space computing satellite systems that put GPU compute on satellites to run large models
Angel · 2026-07
—
Europe
BusinessLatest roundTotal raisedDate- Nscale
Full-stack AI cloud platform: GPU cloud compute, AI training/inference infrastructure and integrated data center plus power services
Debt / Convertible · $3.7B · 2026-09 · Valuation $15B
$3.7BValuation $15B - Verda
Cloud infrastructure for AI workloads
Series B · $450M · 2026-09 · Valuation $1.0B
$450MValuation $1.0B - Volta
AI cloud infrastructure development
Series A · $300M · 2026-08 · Valuation $2.4B
$300MValuation $2.4B
Other / unspecified
BusinessLatest roundTotal raisedDate- Bitdeer Technologies Group
Two business lines: bitcoin mining (proprietary mining machines, self-operated mining sites, cloud hashrate and hosting services); AI cloud and HPC (converting mining sites into GPU data centers, renting compute as IaaS/PaaS to enterprise AI developers and model training teams and providing AI cloud services).
— - Elice
Elice is a Seoul-based AI full-stack company founded in 2015 by KAIST AI lab members, providing GPU cloud and modular AI data center infrastructure (ECI virtualization, AI PMDC) plus AI transformation education and solutions for enterprises and public institutions.
IPO · 2026-10
— - DayOne Data Centers
Data center company
Series C · $6.4B · 2026-01
$6.4B
Confirmed rounds only. Matched on subsector, sector, stage and funding scale — each verifiable on the company profiles.
AI investments
Related coverage
Investors that may fit
Maverick Silicon
21 Compute deals in the last 24 months · 3 at a nearby stage · 17 in Silicon Valley
Request intro →Andreessen Horowitz
15 Compute deals in the last 24 months · 2 at a nearby stage · 13 in Silicon Valley
Request intro →Atreides Management
13 Compute deals in the last 24 months · 7 at a nearby stage · 13 in Silicon Valley
Request intro →Intel Capital
13 Compute deals in the last 24 months · 4 at a nearby stage · 8 in Silicon Valley
Request intro →Fidelity
13 Compute deals in the last 24 months · 9 at a nearby stage · 9 in Silicon Valley
Request intro →Valor Equity Partners
13 Compute deals in the last 24 months · 5 at a nearby stage · 13 in Silicon Valley
Request intro →Ranked by each firm’s deals in this sector over the last 24 months, weighted by nearby stage and shared geography. Indicative only — no rating judgment.