Lambda's valuation trajectory reflects robust demand for AI cloud infrastructure amid rapid GPU capacity expansion. The company, backed by Nvidia and serving hyperscalers including Microsoft, reached implied private valuations of $7.1–9.25 billion as of September 2026 per secondary platforms, following a $1.5 billion Series E in late 2025 and an August 2026 $926 million investment-grade term loan B at SOFR + 3.00%. Ongoing talks for up to $3 billion in pre-IPO equity at $12 billion or higher, with 2026 revenue projected near $1.5 billion, underscore institutional appetite. Key catalysts ahead include potential close of the large round, further debt or equity activity, and IPO preparations that could reprice shares against public neocloud multiples. Trader sentiment incorporates these capital inflows and utilization trends while pricing uncertainty around execution and competitive intensity from CoreWeave and hyperscalers.
Résumé expérimental généré par IA à partir des données Polymarket. Ceci n'est pas un conseil de trading et ne joue aucun rôle dans la résolution de ce marché. · Mis à jourNPM Prices are published for trading days only and are updated once daily at 1:00 PM ET on the following calendar day.
If NPM has not published relevant data for all business dates in the specified period by 1:00 PM ET on January 1, 2027, this market may remain open until 11:59 PM ET on January 4, 2027. If no further data is released by that time, the market will resolve according to the data available.
If NPM ceases publishing relevant data prior to the end of the specified period, this market will resolve based on the NPM data published for the period prior to the cessation of coverage, as well as any applicable public market capitalization data following an IPO or direct listing.
If the company completes an IPO or direct listing before the end of the specified period, this market will consider, in addition to the relevant NPM valuations published between market creation and the IPO or direct listing date, the valuation implied by the official IPO or direct listing price, and the company's public market capitalization between the IPO or direct listing date and the end of the specified period.
Public market capitalization will be determined using the highest/lowest official regular-hours trading price published for the company's primary listed common equity on its primary exchange for any trading day during the specified period, multiplied by the company's total outstanding common shares at the relevant time.
If the listed company merges with or acquires another entity and remains the parent company, no change to resolution methodology applies.
If the listed company is acquired, merges into another entity and is no longer the surviving parent company, or otherwise ceases to exist as an independent entity prior to the end of the period, only NPM valuations and applicable public market capitalizations achieved prior to completion of the transaction will be considered for resolution. No transaction, acquisition, or merger consideration will be considered for resolution.
The resolution source for this market is NPM data published here (https://fe.secondmarket.com/companies/company-86eda4f2-01af-4275-9c70-0ff3c347c62b/data). The resolution source for any period following an IPO, direct listing, or relevant corporate action, will be official exchange trading data and publicly reported share counts.
Revisions to previously published NPM data made after their initial release will not be considered, unless made to correct clearly erroneous data.
Marché ouvert : May 19, 2026, 10:31 AM ET
Résolveur
0x65070BE91...NPM Prices are published for trading days only and are updated once daily at 1:00 PM ET on the following calendar day.
If NPM has not published relevant data for all business dates in the specified period by 1:00 PM ET on January 1, 2027, this market may remain open until 11:59 PM ET on January 4, 2027. If no further data is released by that time, the market will resolve according to the data available.
If NPM ceases publishing relevant data prior to the end of the specified period, this market will resolve based on the NPM data published for the period prior to the cessation of coverage, as well as any applicable public market capitalization data following an IPO or direct listing.
If the company completes an IPO or direct listing before the end of the specified period, this market will consider, in addition to the relevant NPM valuations published between market creation and the IPO or direct listing date, the valuation implied by the official IPO or direct listing price, and the company's public market capitalization between the IPO or direct listing date and the end of the specified period.
Public market capitalization will be determined using the highest/lowest official regular-hours trading price published for the company's primary listed common equity on its primary exchange for any trading day during the specified period, multiplied by the company's total outstanding common shares at the relevant time.
If the listed company merges with or acquires another entity and remains the parent company, no change to resolution methodology applies.
If the listed company is acquired, merges into another entity and is no longer the surviving parent company, or otherwise ceases to exist as an independent entity prior to the end of the period, only NPM valuations and applicable public market capitalizations achieved prior to completion of the transaction will be considered for resolution. No transaction, acquisition, or merger consideration will be considered for resolution.
The resolution source for this market is NPM data published here (https://fe.secondmarket.com/companies/company-86eda4f2-01af-4275-9c70-0ff3c347c62b/data). The resolution source for any period following an IPO, direct listing, or relevant corporate action, will be official exchange trading data and publicly reported share counts.
Revisions to previously published NPM data made after their initial release will not be considered, unless made to correct clearly erroneous data.
Résolveur
0x65070BE91...Lambda's valuation trajectory reflects robust demand for AI cloud infrastructure amid rapid GPU capacity expansion. The company, backed by Nvidia and serving hyperscalers including Microsoft, reached implied private valuations of $7.1–9.25 billion as of September 2026 per secondary platforms, following a $1.5 billion Series E in late 2025 and an August 2026 $926 million investment-grade term loan B at SOFR + 3.00%. Ongoing talks for up to $3 billion in pre-IPO equity at $12 billion or higher, with 2026 revenue projected near $1.5 billion, underscore institutional appetite. Key catalysts ahead include potential close of the large round, further debt or equity activity, and IPO preparations that could reprice shares against public neocloud multiples. Trader sentiment incorporates these capital inflows and utilization trends while pricing uncertainty around execution and competitive intensity from CoreWeave and hyperscalers.
Résumé expérimental généré par IA à partir des données Polymarket. Ceci n'est pas un conseil de trading et ne joue aucun rôle dans la résolution de ce marché. · Mis à jour



Méfiez-vous des liens externes.
Méfiez-vous des liens externes.
Questions fréquentes