# Lambda

> Markdown twin of https://roboterminal.app/companies/lambda · https://roboterminal.app/companies/lambda.md

## On shared sources

- [Anthropic](https://roboterminal.app/companies/anthropic) (2)
- [Nebius](https://roboterminal.app/companies/nebius) (2)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (2)
- [CoreWeave](https://roboterminal.app/companies/coreweave) (1)
- [Crusoe](https://roboterminal.app/companies/crusoe) (1)
- [DigitalOcean](https://roboterminal.app/companies/digitalocean) (1)
- [Enscale](https://roboterminal.app/companies/enscale) (1)
- [Equinix](https://roboterminal.app/companies/equinix) (1)
- [Firmus](https://roboterminal.app/companies/firmus) (1)
- [Hugging Face](https://roboterminal.app/companies/hugging-face) (1)
- [Microsoft](https://roboterminal.app/companies/microsoft) (1)
- [OpenAI](https://roboterminal.app/companies/openai) (1)
- [SemiAnalysis](https://roboterminal.app/companies/semianalysis) (1)
- [Shadeform](https://roboterminal.app/companies/shadeform) (1)

## Pulse

- [@stretchcloud on X](https://x.com/stretchcloud/status/2112743929443492293)
  Idle GPUs in the middle of the worst GPU shortage in memory sounds like a contradiction. It isn't, and Shadeform just shipped the feature that explains why. Microsoft is reportedly sitting on $80 bill…
- [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2109056651231654310)
  The "Lambda–Anthropic" deal is really a four-party trade: Nvidia–Lambda–Hut 8 Anthropic. Anthropic gets ~350 MW of Rubin (VR NVL72) capacity in 2028 at ~$5.80/GPU-hr. So how does the math work? (1/5)�…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2098082507765711267)
  Jensen says neoclouds are powerful because they secure land, power, and shell for CSPs. He mentioned companies like Equinix, Coreweave, Nebius and new ones like Enscale, Lambda, and Firmus. $CRWV $NBI…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2096547708345688101)
  Something I keep noticing this week: the real battleground has shifted off the model leaderboards entirely. Three signals from the same seven days: Anthropic committed to $35 billion in compute throug…

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Source: Roboterminal · https://roboterminal.app/companies/lambda.md