Lambda Debt, Lenders and Contracts
The public financings and compute contracts naming Lambda, with lenders, pricing and sources.
Lambda has raised $3.4B in 5 public debt and structured financings since 2024, from 9 named lenders. Leads include JPMorgan, MUFG, Macquarie and 1 more.
It is the seller in 3 contracts in the Offtake Tracker, with Anthropic, NVIDIA and Microsoft; GPU capacity contracts total $36.5B.
Profile
| Type | Neocloud |
Financings (5)
| Date | Amount | Type | Lenders | Pricing | Source |
|---|---|---|---|---|---|
| Oct 1, 2026 | $1B | DDTL | JPMorgan | 6.78% fixed | Lambda |
| Aug 27, 2026 | $926M | Term loan | Morgan Stanley, MUFG +3 | SOFR + 3.00%, OID 99.5 | Lambda |
| May 7, 2026 | $1B | Revolver | JPMorgan | - | Lambda |
| Aug 19, 2025 | $275M | Revolver | JPMorgan +3 | - | Pulse 2.0 |
| Apr 4, 2024 | $500M | GPU-backed facility | Macquarie +1 | - | Business Wire / Lambda |
Compute contracts (3)
| Date | Buyer | Seller | Type | Value | Term | Source |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Anthropic | Lambda | GPU capacity | $35Breported | 6 yrs | DCD |
| Nov 3, 2025 | Microsoft | Lambda | GPU capacity | n/d | - | Lambda |
| Sep 2025 | NVIDIA | Lambda | GPU capacity | $1.5Breported | 4 yrs | Tom's Hardware |
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