AI Compute Deals

signed

Microsoft–Lambda multibillion-dollar GPU deal

Lambda agreed a multi-year, multibillion-dollar deal to deploy tens of thousands of NVIDIA GPUs, including GB300 NVL72 systems, for Microsoft. Value and GPU count were not disclosed.

Value
n/d
Capacity
n/d
Term
n/d
Accelerators
n/d

What the value means

"Multibillion-dollar"; exact value not disclosed.

The record

Verified 9 Nov 2026
Announced
Buyer
Microsoft
Seller / provider
Lambda
ValueHeadline dollar value exactly as stated in the cited source.
Not disclosed
Capacity
Not disclosed
Accelerators
Not disclosed
Chips
NVIDIA GB300 NVL72
Term
Not disclosed
StatusBinding agreement disclosed
signed
Other parties
None named
Deal type
cloud-capacity, neocloud

Sources

1
  1. Lambda Announces Multibillion-Dollar Agreement with Microsoft (Lambda) read 2026-11-09

Cite this deal

AI Compute Deals, “Microsoft–Lambda multibillion-dollar GPU deal”, https://aicomputedeals.com/microsoft-lambda-gb300-2025-11/ (verified 2026-11-09).

Data under CC BY 4.0. Download the full ledger.

Every deal for Microsoft and Lambda.