Lambda, the Superintelligence Cloud company, announced a multibillion-dollar deal with Microsoft. This multi-year agreement will deploy large-scale AI infrastructure using tens of thousands of NVIDIA GPUs. It includes NVIDIA GB300 NVL72 systems. This collaboration is one of the biggest NVIDIA AI infrastructure deployments yet. It will improve access to cloud-based computing resources for the next generation of AI applications. “It’s great to watch the Microsoft and Lambda teams working together to deploy these massive AI supercomputers,” said Stephen Balaban, CEO of Lambda. “We’ve been working with Microsoft for more than eight years, and this is a phenomenal next step in our relationship.”
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The partnership underscores the surging global demand for high-performance computing fueled by the widespread adoption of AI assistants and enterprise AI solutions. By building gigawatt-scale AI factories, Lambda aims to support what it calls one of the most transformative technological shifts in human history, solidifying its role as a key infrastructure partner for powering the world’s leading AI innovations.