GPU server provider. Ultrathink has published 6 stories on Lambda. Latest, on : Lambda Closes $1.008B Investment-Grade GPU Debt Facility.
Lambda closed a $1.008B delayed-draw term loan at a 6.78% fixed coupon, rated A (low) by Morningstar DBRS and Baa1 by Moody’s, to fund GPU infrastructure for three committed deployments.
Sept 2 in Austin: official agenda puts AWS energy and OpenAI data-center ops on stage at 10:00 CT, then CoreWeave. No public floor quotes yet.
Pre-event starts September 1 at Austin Marriott Downtown. Main conference September 2–3, co-located with Metro Connect Fall. Organizer claims 3,000+ senior leaders. The program is power, capital, fiber, and AI demand, not a model drop.
The new Nvidia Vera CPU uses custom Olympus cores to accelerate agentic AI workloads, locking cloud providers into Nvidia's complete data center stack.
The Reflection AI Nebius compute deal secures $1 billion in GPU infrastructure, positioning the startup to challenge Meta and Mistral AI.
Railway secured $100 million in Series B funding to build AI-native cloud infrastructure. With 2M developers and zero marketing spend, it's challenging AWS.