Lambda Signs Multibillion-Dollar Microsoft Deal to Build Massive AI Infrastructure with Thousands of Nvidia Chips

Nov 04, 2025
CNBC
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Summary

Lambda strikes massive multibillion-dollar partnership with Microsoft to construct AI infrastructure featuring tens of thousands of Nvidia chips, serving over 200,000 developers while planning a Kansas City AI factory by 2026.

Key Points

  • Lambda announces a multibillion-dollar partnership with Microsoft to build AI infrastructure powered by tens of thousands of Nvidia chips
  • The deal continues a long-term relationship between Lambda and Microsoft that dates back to 2018, as Lambda benefits from surging demand for AI services
  • Lambda provides cloud services for training AI models to over 200,000 developers and plans to open an AI factory in Kansas City by 2026

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