Cloud computing company Lambda has deepened its relationship with Microsoft through a major AI infrastructure deal.
Nvidia-backed Lambda on Monday announced a multibillion-dollar deal with Microsoft to deploy tens of thousands of Nvidia GPUs, according to a press release. The exact size of the deal was not disclosed. Some of these GPUs will be the Nvidia GB300 NVL72 systems that were announced earlier this year and have started shipping in recent months.
Lambda CEO Stephen Balaban said in the company’s press release: “We have worked with Microsoft for over eight years, and this is an incredible next step in our relationship.”
Microsoft opened its first Nvidia GB300 NVL72 cluster in October.
Companies like Lambda, which was founded years before the current AI boom in 2012 and raised $1.7 billion in venture funding, are in strong demand as enterprises continue to gobble up AI infrastructure and computing.
The announcement came just hours after Microsoft announced a $9.7 billion deal for AI cloud capacity with Australian data center operator IREN.
Earlier today, OpenAI announced a $38 billion cloud computing agreement with Amazon to purchase cloud services over the next seven years. The AI company also reportedly signed a $300 billion deal with Oracle for cloud computing in September.
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In its third quarter results released last week, AWS reported that it is on track for its best year in terms of operating income in three years. This division of Amazon has collected $33 billion in sales so far this year.
“AWS is growing at a pace not seen since 2022, reaccelerating to 20.2% year-over-year,” Amazon President and CEO Andy Jassy said in an earnings call. “Demand for AI and core infrastructure remains strong and we are focused on accelerating capacity, adding more than 3.8 gigawatts in the past 12 months.”
TechCrunch has reached out to Lambda for more information on the structure and size of the deal.
