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Lambda

In PWD coverage since August 20, 2026 · 13 stories

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Oct 1, 26Deal announcedJP Morgan — coverage

Aug 31, 26Deal talk · $1B — coverage

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Lambda and Sharon AI price GPU-backed debt 317 basis points apart

Lambda's $1bn facility is rated investment grade and priced at 6.78%; Sharon AI's $365m of SPV debt came at 9.95%.

digital · Oct 2Lambda and Sharon AI raise $1.356bn in GPU-backed debt priced 3.17 points apart

debt · Sep 30Nvidia pitches insurers on backing neocloud GPU loans as lenders balk

digital · Sep 30Hypertec CEO names 5C as IPO candidate after $5bn-$6bn round

digital · Sep 24Microsoft's $10 billion Gulf plan buys capacity, not partners

digital · Sep 17Microsoft files in Fulton County for a campus six years out

digital · Sep 11Pentagon's reported $5bn Fluidstack loan targets AI's unguaranteed layer

digital · Sep 11Microsoft's 38GW target is a lease-and-grid forecast

digital · Sep 11Oracle's 850MW quarter shows who really funds the AI buildout

digital · Sep 1Lambda's $1B short-term debt leans on Microsoft's lease

digital · Aug 27Anthropic's $45bn Nscale lease prices the IPO backlog

digital · Aug 26Lambda's $3B round puts AI cloud pricing to the test

digital · Aug 20Hudson River Trading signs multi-billion-dollar AI cloud deal with CoreWeave