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ConfirmedCompute rental

Microsoft buys from Lambda

Lambda announced a multibillion-dollar, multi-year agreement to deploy AI infrastructure for Microsoft powered by tens of thousands of NVIDIA GPUs including GB300 NVL72 systems. The exact dollar value and GPU count were not disclosed.

Buyer
Microsoft
Seller
Lambda
Announced
Nov 2025
Headline value
Undisclosed
Type
Compute rental
Hardware
Tens of thousands of NVIDIA GPUs, including GB300 NVL72 systems

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