Neocloud Lambda secures $1B in debt to buy more chips

Neocloud Lambda 获得 10 亿美元债务融资以购买更多芯片

Lambda, an AI cloud company that buys computing chips and rents them out to businesses, has raised $1 billion in private, short-dated debt to buy Nvidia’s AI chips that it will lease to Microsoft, Bloomberg reports. 据彭博社报道，人工智能云公司 Lambda 已筹集 10 亿美元的短期私人债务，用于购买英伟达（Nvidia）的 AI 芯片并将其租赁给微软。

The terms of the deal, which Bloomberg says was arranged by JP Morgan Chase, signal that Lambda is betting it will be able to quickly deploy the chips and start generating revenue from them, letting it repay the debt fairly quickly using that incoming cash. 据彭博社称，该交易由摩根大通（JP Morgan Chase）安排，其条款表明 Lambda 押注自己能够快速部署这些芯片并开始从中产生收入，从而利用这些现金流相对迅速地偿还债务。

This is the latest in a string of loans that Lambda is using to fund GPU infrastructure for specific customers. In May, it closed a $1 billion secured credit facility, and this week it announced the closing of a $926 million loan to fund Nvidia GB300 GPUs, one of Nvidia’s newest chip models, for a deployment it’s under contract to provide Nvidia. 这是 Lambda 为特定客户资助 GPU 基础设施的一系列贷款中的最新一笔。今年 5 月，该公司完成了 10 亿美元的担保信贷额度；本周，它又宣布完成了一笔 9.26 亿美元的贷款，用于资助英伟达最新的芯片型号之一——GB300 GPU，以履行其为英伟达提供部署服务的合同。

The $1 billion private debt deal comes as Lambda is reportedly in talks for a $3 billion pre-IPO round. The company last November raised $1.5 billion in venture capital at a $5.43 billion post-money valuation, per PitchBook data. 在达成这笔 10 亿美元私人债务交易的同时，据报道 Lambda 正在商谈一轮 30 亿美元的 IPO 前融资。根据 PitchBook 的数据，该公司去年 11 月筹集了 15 亿美元的风险投资，投后估值为 54.3 亿美元。

Lambda isn’t the only one relying on debt to fund the AI boom — according to data Bloomberg compiled, banks and tech companies have raised over $400 billion in AI-related debt globally in 2026 so far. Lambda 并非唯一一家依靠债务来资助 AI 热潮的公司——根据彭博社汇编的数据，2026 年迄今为止，全球银行和科技公司已筹集了超过 4000 亿美元的 AI 相关债务。