Lambda, a cloud computing company, announced on Monday a multi-billion-dollar artificial intelligence infrastructure agreement with tech giant Microsoft, aiming to deepen their partnership and jointly deploy large-scale AI supercomputers.

Deploying Tens of Thousands of NVIDIA GPUs, Deepening an Eight-Year Collaboration

This deal, backed by NVIDIA investment, will involve deploying tens of thousands of NVIDIA GPUs, including the cutting-edge NVIDIA GB300NVL72 system, which was released earlier this year and has started shipping. Notably, Microsoft has already launched its first GB300NVL72 cluster in October.

Stephen Balaban, CEO of Lambda, stated in a press release that this collaboration is a "significant step" in their eight-year partnership.

Founded in 2012, Lambda laid the foundation long before the current AI boom and has raised $1.7 billion in venture capital. With the continuous surge in demand for AI infrastructure and computing resources globally, Lambda's market demand remains strong.

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The AI Cloud Capacity Market Is Heating Up

The announcement of Lambda's collaboration with Microsoft comes at a time when AI infrastructure transactions are frequent in the cloud computing industry, highlighting the market's immense demand for computing power:

  • Microsoft: Just hours before announcing the partnership with Lambda, Microsoft also revealed a $9.7 billion AI cloud capacity transaction with Australian data center company IREN.

  • OpenAI: Earlier today, it announced a $38 billion cloud computing agreement with Amazon, under which it will purchase cloud services for the next seven years. Previously, the company reportedly signed a $300 billion cloud computing agreement with Oracle in September.

AWS Revenue Hits Best in Three Years

The surge in cloud computing demand has directly driven the performance growth of industry giants. Andy Jassy, President and CEO of Amazon, revealed in the company's third-quarter financial report that AWS growth reached its highest level since 2022, with a year-over-year increase of 20.2% and sales of $33 billion so far this year.