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Lambda

Lambda

Private
San Jose, CaliforniaAI, Data & Cloud Infrastructurehttps://lambda.ai/

Last Round

Debt

Aug 27, 2026

Est. Valuation

$2.5B

Total Funding Raised

$3.32B

Momentum

Top 1%

of companies Caplight tracks

Company Overview

Lambda is a technology company that provides GPU-native infrastructure, including cloud services and hardware, designed to accelerate the training and deployment of deep learning models.

Sector

AI, Data & Cloud Infrastructure

Verticals

AI Training Infrastructure, Cloud Infrastructure, Computing Hardware

Business Model

B2B

Customer Profile

Usage-Based SaaS, Hardware Sales

AI Layer

Infrastructure

Keywords

gpu cloudai infrastructuregpu clusterai computegpu instanceai factoryinfrastructure as a serviceIaaSmodel trainingdeep learning infrastructuregpu hardwareai cloudhigh performance computingHPCinference workload

Price History

Caplight MarketPrice™ estimate for Lambda, published with a 90-day delay.

Delayed data

Caplight MarketPrice™

$37.57

per share, as of June 2026

+70.0%

2-year change

The most recent months of MarketPrice™ are available to Caplight clients.

Caplight MarketPrice™ is an estimate of private secondary market pricing, shown here on a delayed basis for illustrative purposes only. It may be incomplete, is subject to change, and may not be relied upon for any purpose or considered investment advice.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

View Momentum History

Track how buyer interest and sentiment changes over time.

Lambda Comparables

Compare Lambda with similar companies based on industry and business-model similarity.

Lambda comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
CoreWeave
87%
RunPod
85%
Fluidstack
83%

Lambda Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
DebtAug 27, 2026
Growth EquityJan 9, 2026
Series ENov 18, 2025
DebtAug 15, 2025
Series DFeb 19, 2025
Debt
Apr 4, 2024

Secondary Market Activity

Bids, offers, and trades by month

Data table
OperationDatePriceSizeShare ClassStructure
BID
BID
OFFER
OFFER
OFFER
OFFER

Key People

Founding team and executive leadership

Michael Balaban

Co-Founder CTO

Founding Team

Stephen Balaban

Co-founder, CEO

Founding Team

Asheesh Goja

CTO, Superintelligence Accounts Applied AI Engineering

Executive Team

Santosh Kumar RAMARATHNAM

Account CTO

Executive Team

Lambda Investors

Notable investors and investment history

Lambda investors
InvestorRounds
TWG GlobalSeries E
KHK & PartnersSeries D
Andra CapitalSeries D
Gradient VenturesSeries C, Series B, Series A, Seed
Mitsubishi UFJ Financial GroupDebt
Crescent Cove AdvisorsSeries B, Series D
Brilliant Phoenix Capital ManagementSeries D

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 27, 2026

    $926M debt round completed.

  • Apr 1, 2026

    Engineering team grew to over 200 people.

Recent news

Latest coverage and updates

  • launchesSep 17, 2026

    Lambda Inc. launches AI evaluator for multi-turn image edits.

  • attends_eventSep 16, 2026

    Lambda Inc. attended event AI Infra Summit on Sep 14th '26.

  • identified_as_competitor_ofSep 1, 2026

    Lambda Inc. identified as competitor of Microsoft Corp..

  • identified_as_competitor_ofAug 31, 2026

    Lambda Inc. identified as competitor of Advanced Micro Devices, Inc..

  • receives_financingAug 28, 2026

    Lambda Inc. received financing of $1B in private debt on Aug 28th '26.

Lambda Filings

Explore SEC and related filing metadata, where available.

Lambda filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Lambda's valuation, stock price, and market status.

Is Lambda a public or private company?

Lambda is a private company.

What is the current stock price of Lambda?

Lambda is a private company with no public stock price. Caplight tracks Lambda's secondary market activity and provides MarketPrice™ estimates to Caplight users.

How much is Lambda worth (valuation)?

Lambda's valuation is estimated at $2.5B based on funding round data.

Can I buy Lambda stock?

Lambda shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Lambda's last funding round?

Lambda's most recent funding round was Growth Equity on February 19, 2025.

Who are the main investors in Lambda?

Key investors in Lambda include TWG Global, Andra Capital, US Innovative Technology Fund, Macquarie Group, Mercato Partners.

Will Lambda IPO soon?

No public IPO plans have been announced for Lambda.

How can I track Lambda secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Lambda's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersSan Jose, California
Employee Range795
Year Founded2012
Last FundingAug 27, 2026

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