AI Compute Deals

Lambda AI compute deals

Lambda is party to 2 deals in the ledger, the seller or provider in all 2. The 1 with a stated price add up to $41.3B in headline value. Counterparties: Anthropic, Microsoft.

Verified 9 Nov 2026. Sums count each row’s headline figure as stated, cancelled deals excluded. Open in the full ledger

  1. Anthropic–Lambda compute agreements (~$41.3B)

    Sells to Anthropic

    About $41.3 billion in aggregate per Anthropic's S-1/A; the August 2026 agreement is about $34.9 billion (reported at signing as $35 billion) and either party may exit if Lambda does not secure the facility lease in time.

    $41.3B1 signed

  2. Microsoft–Lambda multibillion-dollar GPU deal

    Sells to Microsoft

    "Multibillion-dollar"; exact value not disclosed.

    n/d signed