Neocloud providing inference services with owned GPU chip stack.
“Lambda... is reportedly raising up to $4 billion at a $14.5 billion pre-money valuation. The purported deal leads are Blackstone and Coatue Management.”
Source→“Lambda — AI GPU cloud and supercomputer provider — Raises $962M from Morgan Stanley. Largest disclosed US round; anchor of AI compute infrastructure thesis.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.