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Private company · AI cloud and AI factory operator

Lambda

Infraday-curated

San Jose, California, United States

AI cloud provider building liquid-cooled supercomputers and modular AI factories for training and inference.

Overview

Lambda builds and operates AI-focused cloud infrastructure for frontier laboratories, enterprises, hyperscalers and government users. Founded by machine-learning engineers in 2012, the company integrates power, liquid cooling, networking, software and NVIDIA accelerators into modular AI factories and dedicated superclusters. Its expansion program includes facilities in Chicago, Kansas City, Columbus and Southern California, plus a multibillion-dollar Microsoft agreement covering tens of thousands of GPUs. Lambda’s products support model training, inference and private-cloud deployments, while its infrastructure organization manages high-density capacity from site development through production operation.

Infrastructure sectors

Data Centers & Digital InfrastructureEnergy & PowerTechnology Infrastructure

Capabilities & services

High-density liquid-cooled compute; NVIDIA GPU clusters; power, cooling and network integration; managed AI infrastructure; training and inference capacity.

AI factory developmentGPU cloud servicesDedicated superclustersPrivate cloudAI compute orchestration

Related intelligence

Lambda Closes $1.008 Billion Delayed-Draw Loan for GPU Infrastructure · Organization website cited by coverage Source

Profile information

Infraday-curated. Claim status confirms profile management rights and does not imply independent verification.

Last editorial check: 2026-10-10.

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Additional company details

Office locations
San Jose headquarters; additional Bay Area operations; AI factory deployments include Chicago, Kansas City, Columbus and Southern California. Source
Confirmed clients
Microsoft is a named customer under a multibillion-dollar AI infrastructure agreement announced in November 2025. Source
Confirmed partnerships
Infrastructure and technology partners include NVIDIA, Supermicro, Cologix, EdgeConneX and Prime Data Centers. Source

Notable projects

Reports & resources

Sources and verification

Public information checked 2026-10-10. Financial and workforce figures retain their reporting periods.

  • Official Name: Source · checked 2026-10-10
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  • Clients: Source · checked 2026-10-10 · reporting period 2025
  • Partnerships: Source · checked 2026-10-10 · reporting period 2025
  • Overview: Source · checked 2026-10-10
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