The GPU cloud's backlog more than tripled over the summer, but most of the increase traces to a single customer that is also one of its competitors' biggest buyers.
Company
Lambda
Lambda is an organisation working in artificial intelligence, founded in 2012 and based in San Francisco, California, United States. This page collects every Aivio News story about Lambda, together with its models and recorded benchmark results.
- Founded
- 2012
- Headquarters
- San Francisco, California, United States
- Official website
- lambda.ai
More from Lambda
GMI Cloud has raised $668m, and two thirds of it is borrowed against the chips
Equity buys the company and debt buys the hardware. What is unusual here is the lender: a Taiwanese bank underwriting accelerators, rather than American private credit.
Amazon wants to sell $8bn of its Nvidia chips to investors and rent them back, the FT reports
The chips never leave the data centre. What moves is ownership, and with it $8bn of hardware off a balance sheet whose capital spending has become the most scrutinised number in Amazon's results.
A rating agency has called a pile of GPUs investment grade, and insurers bought the paper
The collateral is accelerators and two customer contracts. That a conservative credit market accepted it is the part that will be copied.