Lambda Announces Multibillion-Dollar Agreement With Microsoft to Deploy AI Infrastructure Powered by Tens of Thousands of NVIDIA GPUs

Lambda has announced a multibillion-dollar partnership with Microsoft to deploy AI infrastructure powered by tens of thousands of NVIDIA GPUs, including NVIDIA GB300 NVL72 systems, under a multi-year contract. This strategic collaboration aims to expand access to cloud-based accelerated computing resources and marks a significant step in the long-standing relationship between the two companies, reflecting the growing global demand for high-performance computing driven by the rise in AI assistant use and enterprise adoption. Lambda, known as The Superintelligence Cloud, focuses on building gigawatt-scale AI factories for training and inference, aspiring to make compute as ubiquitous as electricity. This partnership underscores Lambda's role as a trusted partner in deploying compute infrastructure for leading AI products and highlights a major technological shift in human history.