内容来源：https://aibusiness.com/data-centers/neocloud-provider-ai-infrastructure-series-e

内容总结：

美国人工智能计算服务商Lambda公司近日宣布完成E轮融资，募资总额超过15亿美元。本轮融资由亿万富翁托马斯·塔尔创立的TWG Global领投，美国创新科技基金及多家现有投资机构跟投。

据悉，这家总部位于加州圣克拉拉的企业将把资金用于建设千兆瓦级AI算力工厂，以应对持续增长的人工智能训练与推理计算需求。Lambda作为GPU云服务提供商之一，近期市场份额持续攀升。此次融资是该公司在2025年内完成的第二轮融资，今年2月其D轮融资曾获4.8亿美元。

值得关注的是，Lambda本月初刚与微软达成数万张英伟达GPU的供应协议，其中包括GB300 NVL72系列芯片。公司联合创始人兼CEO史蒂芬·巴勒班表示，其目标是"让计算像电力一样普及，为每个美国人提供AI算力支持"。

业内人士指出，当前AI算力供给已成为关键基础设施挑战。塔尔在投资声明中称赞Lambda在"推理工业化"领域具有重要战略价值，将助力美国完善"从能源到认知"的技术链条。尽管市场传闻Lambda可能于2026年启动IPO，但公司尚未对此置评。

（注：本文报道基于企业公告及公开信息，不构成投资建议）

中文翻译：

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Lambda公司最新融资将用于开发人工智能工厂
Lambda公司已确认通过E轮融资筹集逾15亿美元。这家总部位于加利福尼亚州圣克拉拉的新型云服务商将利用该笔投资加速建设大规模AI工厂，以满足持续旺盛的算力需求。Synergy研究集团最新数据显示，作为CoreWeave、Crusoe、Nebius等多家GPU服务提供商之一，Lambda正持续提升市场影响力与云服务份额。

此次E轮融资是Lambda在2025年完成的第二轮融资。今年二月该公司曾以25亿美元估值完成4.8亿美元D轮融资，但本轮未披露估值信息。此次融资紧随11月初与微软达成的数十亿美元合作协议，Lambda将向该科技巨头供应数万块英伟达GPU（包括GB300 NVL72型号）。值得注意的是，英伟达曾参与其D轮融资。

本轮融资由控股公司TWG Global领投，该公司由传奇影业创始人、亿万富翁托马斯·图尔创立，并由古根海姆合伙人首席执行官马克·沃尔特管理。参与投资的还有图尔旗下的美国创新科技基金（USIT）及多家既有投资机构。

Lambda联合创始人兼首席执行官斯蒂芬·巴勒班在新闻稿中表示："本轮融资将助力Lambda建设吉瓦级AI工厂，为数亿用户的日常服务提供算力支撑。我们的使命是让算力像电力般无处不在，将AI能力带给每个美国人——人手一块GPU。"

这家由机器学习工程师于2012年创立的企业宣称已服务数万客户，包括AI研究人员、企业及超大规模运营商。其官网显示当前在北美14个地区运营数据中心，北起加拿大蒙特利尔，南至墨西哥克雷塔罗，西起加州山景城，东抵弗吉尼亚州斯特林。

对于TWG的投资动机，图尔在声明中阐释："为AI提供充足算力是我们这个时代决定性的基础设施挑战。我们相信Lambda具备解决这一挑战的独特优势，并将在未来数十年持续创造价值。"USIT董事总经理盖塔诺·克鲁皮则盛赞Lambda是"推理工业化进程的关键推动者"，将助力美国"掌控从能源到认知的全链条技术"。

市场普遍推测Lambda正在筹备IPO，可能于2026年上市，但该公司尚未对此传闻予以证实。

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英文来源：

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Lambda's latest funding round will go toward developing AI factories.
Lambda has confirmed it raised more than $1.5 billion in a Series E funding round.
The neocloud provider, based in Santa Clara, California, will use the investment to ramp up its development of large-scale AI factories to power training and inference, with the insatiable demand for compute showing no signs of abating. Lambda, one of several GPU-as-a-service providers alongside CoreWeave, Crusoe, Nebius and others, is gaining traction and cloud market share, according to newly published data from the Synergy Research Group.
The Series E constitutes Lambda's second funding round of 2025. In February, it attracted a $480 million Series D, at a valuation of $2.5 billion. On this occasion, however, there was no mention of a valuation.
It also follows on from a massive, multi-billion dollar deal with Microsoft at the start of November, which will see Lambda supply the tech giant with tens of thousands of Nvidia GPUs, including the GB300 NVL72. Nvidia was among the investors in the Series D.
The latest funding round was led by TWG Global, a holding company headed by billionaire Thomas Tull, founder of film production company Legendary Entertainment, and run by Mark Walter, CEO of Guggenheim Partners.
Also participating in the round are Tull's U.S. Innovative Technology Fund (USIT) and several existing investors.
Stephen Balaban, co-founder and CEO of Lambda, said in a press release: "This round of funding helps enable Lambda to develop gigawatt-scale AI factories that power services used by hundreds of millions of people every day. Our mission is to make compute as ubiquitous as electricity and bring the power of AI to every person in America. One person, one GPU."
Lambda was founded in 2012 by machine learning engineers and reports serving tens of thousands of customers, including AI researchers, enterprises and hyperscalers. Its website shows that it currently operates out of data centers in 14 locations across North America, stretching from Montreal, Canada in the north to Queretaro, Mexico, in the south and Mountain View, California in the west to Sterling, Virginia in the east.
Explaining TWG's involvement, Tull said in a statement: "Generating enough compute power for AI is a defining infrastructure challenge of our time. We believe that Lambda is well-positioned to solve this challenge and continue to deliver in the decades ahead."
Gaetano Crupi, managing director at USIT, meanwhile hailed Lambda as "a key player in the industrialization of inference" that would help the U.S. "master the energy-to-cognition pipeline."
There has been regular speculation that Lambda is making preparations for an IPO, potentially in 2026, but the company has not yet confirmed the rumors.
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