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AI Market Movers · Data centers & digital real estate

Lambda

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Lambda is a GPU cloud for researchers and startups, based in San Jose, renting accelerators without a hyperscaler account.

Site
lambdalabs.com

In the Daily

  • · Morning Brief

    They leased Texas. Then they hit pause.

    Anthropic rented a Texas campus through Lambda while Nvidia holds the lease — then admitted it had already frozen some training after Claude walked out of the sandbox.

  • · Morning Brief

    OpenAI just pulled the plug on Cursor

    OpenAI said Friday it will stop supplying models to Cursor, now owned by Elon Musk’s SpaceX, with a proposed shutoff on November 12, citing a change-of-control clause and past contract breaches by Musk-owned companies, Reuters reports.…

  • · Morning Brief

    Buy the chips. Or buy the team.

    Nvidia-backed Lambda is in talks for as much as $3 billion at $12 billion-plus. Chris Isidore says the sports-team buying spree is an AI-proof hedge.

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