Lambda: AI deals, investors and valuation
As of Nov 9, 2026, Lambda has 4 AI deals of $1B+ in this database: it pays $0M and receives $3B (net +$3B). It ranks #38 of 198 companies by number of deals.
Value over time
Valuation history
- January 2025$4B
- April 2025$4B
- July 2025$4B
- October 2025$4B
- January 2026$4B
- April 2026$4B
- July 2026$4B
- October 2026$18.5B
- November 2026$18.5B
Receives from
TWG Global
NvidiaPays to
—
Loops it is part of
No closed loop found for this company.
All Lambda deals
Blackstone and Coatue would lead the last private round before a possible listing in 2027.
Lambda's Series E, led by TWG Global (Thomas Tull and Mark Walter) with USIT, to build gigawatt-scale data centers.
Multiyear contract for AI infrastructure with tens of thousands of GPUs (including GB300 NVL72); amount undisclosed.
Nvidia leases about 18,000 GPU servers (with Nvidia chips) from Lambda for $1.5 billion; it is also an investor in Lambda and becomes its first customer.
Questions and answers
Who are Lambda's biggest investors and payers?
TWG Global ($1.5B), Nvidia ($1.5B).
How much has Lambda invested or spent on AI deals?
$0M across 0 deals, the largest with —.
How much is Lambda worth?
Valuation: $18.5B (Nov 9, 2026).
Is Lambda part of a circular deal?
No closed loop found for this company.
Microsoft