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Lambda

Lambda

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

Last Round

Growth Equity

Jan 9, 2026

Est. Valuation

$2.5B

Total Funding Raised

$2.39B

Momentum

Top 10%

of companies Caplight tracks

Company Overview

Lambda is a technology company that offers software-enhanced compute systems and GPU cloud services designed to streamline and expedite the training and deployment of deep learning models for enterprises, AI startups, and research universities.

Sector

AI, Data & Cloud Infrastructure

Verticals

AI Training Infrastructure, Cloud Infrastructure, ML Platforms

Business Model

B2B

Customer Profile

Usage-Based SaaS, Subscription SaaS, Hardware Sales, Government Contracts, Services & Consulting

AI Layer

Infrastructure

Keywords

gpu cloudai infrastructuregpu computeai cloudgpu-as-a-servicegpu rentalai trainingon-demand gpugpu clustersprivate gpu cloudml infrastructuremodel inferenceserverless inferencespecialized cloud providergpu serverslambda stack

Price History

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

Delayed data

Caplight MarketPrice™

$41.45

per share, as of April 2026

+79.7%

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%
Together AI
84%
Nscale
83%

Lambda Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Growth EquityJan 9, 2026
Series ENov 18, 2025
DebtAug 15, 2025
Series DFeb 19, 2025
DebtApr 4, 2024
Series C
Feb 16, 2024

Secondary Market Activity

Bids, offers, and trades by month

Data table
OperationDatePriceSizeShare ClassStructure
OFFER
BID
BID
BID
BID
BID

Key People

Founding team and executive leadership

Michael Balaban

Co-Founder CTO

Founding Team

Stephen Balaban

Co-founder, CEO

Founding Team

Peter Seibold

Chief Financial Officer

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.

  • Apr 1, 2026

    New campus planned for East Plano, Texas, in 2026.

  • Apr 1, 2026

    Announced plans for a new campus in Mansfield, Texas, set to open in 2026.

Lambda Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Lambda Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersSan Francisco, California
Employee Range765
Year Founded2008
Last FundingJan 9, 2026

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