Lambda

22 atoms · 跨 8 天 · 首见 2026-05-05 · 最近 2026-07-02

三色: 🟦 fact 18 · 🟥 take 4 · stance ▲5/▼1/◆2

来源: X 22

时态: fresh:20 · aging:2

标签: 好信源:14 · 好数字:4 · 好观点:4 · 好思考:2

叙事 (narrative) (3)

• 2026-06-10 · 是Neocloud（云端GPU服务商）
  Lambda是Neocloud（云端GPU服务商）
  tags: 好信源 · → daily
• 2026-05-05 [老化中] · 团队具有丰富的资本配置经验
  It’s good to have a team with lots of capital allocation experience.
  tags: 好思考 · → daily
• 2026-05-07 [老化中] · 数据中心扩展计划
  Lambda's new $1B credit facility means more data centers full of GPUs!
  tags: 好观点 · → daily
  value: direction=increase

预测 (forecast) (1)

• 2026-05-05 · AI cloud revenue hit nearly $1B
  we’ve hit nearly a billion dollars in AI cloud revenue
  tags: 好数字·好思考 · → daily

事实 (fact) (18)

• 2026-05-07 ⭐ · closed $1B senior secured credit facility
  Lambda closed a $1 billion senior secured credit facility, oversubscribed and upsized from $275 million in August 2025, to accelerate the expansion of our AI factory footprint and meet growing demand from the world’s leading AI teams.
  tags: 好数字·好信源 · → daily
  value: qty=$1B · date=May 2026
• 2026-05-05 · 短期TPU导入计划
  미국 주요 AI 클라우드 업체인 Nebius, Lambda, CoreWeave 경영진은 공개적으로 “단기적으로 TPU를 도입할 계획이 없다”고 밝혔습니다
  tags: 好信源 · → daily
• 2026-05-05 · 不计划采用TPU
  Nebius, Lambda and CoreWeave told us they aren't planning to adopt TPUs anytime soon.
  tags: 好信源 · → daily
• 2026-05-05 · CFO表述我们全是绿色
  "We bleed green at Lambda," said Lambda Chief Financial Officer Chuck Fisher.
  tags: 好信源 · → daily
• 2026-05-05 · 董事会主席
  Chairman: John Donovan - Former CEO of AT&T, Board Director Lockheed Martin, Palo Alto Networks
  tags: 好信源 · → daily
  value: person=John Donovan
• 2026-05-05 · CEO
  CEO: Michel Combes - Former CEO of Sprint, Softbank International, Board Director at F5, Philip Morris, McLaren
  tags: 好信源 · → daily
  value: person=Michel Combes
• 2026-05-05 · COO
  COO: Leonard Speiser - Prev. Co-founder and CEO of Clover Point of Sale
  tags: 好信源 · → daily
  value: person=Leonard Speiser
• 2026-05-05 · CFO
  CFO: Chuck Fisher - Fmr. CFO Turo, EVP Charter Communications
  tags: 好信源 · → daily
  value: person=Chuck Fisher
• 2026-05-05 · CTO
  CTO: Stephen Balaban - Co-founder of Lambda
  tags: 好信源 · → daily
  value: person=Stephen Balaban
• 2026-05-05 · CPO
  CPO: Michael Balaban - Co-founder of Lambda
  tags: 好信源 · → daily
  value: person=Michael Balaban
• 2026-07-02 · 售后租回金额
  NVIDIA signed a $1.5B deal to lease back 18,000 GPUs it had once sold to Lambda
  tags: 好数字 · → daily
  value: qty=$1.5B
• 2026-05-20 · 与 Hudson River Trading 合作
  Lambda Partners with Hudson River Trading to Power Quantitative Research and Development
  tags: 好信源 · → daily
• 2026-05-12 · CEO Michel Combes 就任
  Michel Combes joined as our new CEO
  tags: 好信源 · → daily
• 2026-05-12 · CEO Stephen Balaban 转任 CTO
  stepped into the CTO seat
  tags: 好信源 · → daily
• 2026-05-07 · 新信贷额度
  Lambda's new $1B credit facility means more data centers full of GPUs!
  tags: 好数字 · → daily
  value: qty=1B · currency=USD
• 2026-06-29 · 投资Blackwell和Vera Rubin
  makes the most sense for Lambda and others to invest in Blackwell and Vera Rubin
  tags: 好观点 · → daily
• 2026-05-21 · 业务定位
  lambda fully GPU provider
  tags: 好观点 · → daily
  value: direction=GPU provider
• 2026-05-05 · 资本密集型业务需募资并审慎投资数百亿美元
  In a capital intensive business that needs to raise and prudently invest $10s of billions.
  tags: 好观点 · → daily

时间轴 (近 20)

• 2026-07-02 · fact · 售后租回金额 · → daily
• 2026-06-29 · fact · 投资Blackwell和Vera Rubin · → daily
• 2026-06-10 · narrative · 是Neocloud（云端GPU服务商） · → daily
• 2026-05-21 · fact · 业务定位 · → daily
• 2026-05-20 · fact · 与 Hudson River Trading 合作 · → daily
• 2026-05-12 · fact · CEO Michel Combes 就任 · → daily
• 2026-05-12 · fact · CEO Stephen Balaban 转任 CTO · → daily
• 2026-05-07 · fact · closed $1B senior secured credit facility · → daily
• 2026-05-07 · fact · 新信贷额度 · → daily
• 2026-05-07 · narrative · 数据中心扩展计划 · → daily
• 2026-05-05 · fact · 短期TPU导入计划 · → daily
• 2026-05-05 · forecast · AI cloud revenue hit nearly $1B · → daily
• 2026-05-05 · fact · 不计划采用TPU · → daily
• 2026-05-05 · fact · CFO表述我们全是绿色 · → daily
• 2026-05-05 · fact · 董事会主席 · → daily
• 2026-05-05 · fact · CEO · → daily
• 2026-05-05 · fact · COO · → daily
• 2026-05-05 · fact · CFO · → daily
• 2026-05-05 · fact · CTO · → daily
• 2026-05-05 · fact · CPO · → daily

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