Lambda's valuation trajectory reflects surging demand for AI cloud infrastructure, with the company securing multiple large debt facilities—including a $926 million asset-backed term loan in August 2026—to fund Nvidia GPU deployments for committed customers like Microsoft. Revenue reached an estimated $520–760 million annualized in 2025 and is projected above $1.5 billion for 2026, supported by a reported $35 billion Anthropic cloud agreement and ongoing talks for a $3 billion pre-IPO equity round at up to $12 billion or higher. Secondary market indications hover near $6.9 billion as of September 2026, following the November 2025 Series E at roughly $5.4 billion post-money. Key near-term catalysts include finalization of the pre-IPO round and any IPO preparations, though GPU depreciation risks and execution on backlog remain factors in trader assessments of year-end levels.
Resumo experimental gerado por IA com dados do Polymarket. Isto não é aconselhamento de trading e não tem qualquer papel na resolução deste mercado. · AtualizadoNPM 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.
Mercado Aberto: May 19, 2026, 10:31 AM ET
Resolver
0x65070BE91...Resultado proposto: Sim
Sem contestação
Resultado final: Sim
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.
Resolver
0x65070BE91...Resultado proposto: Sim
Sem contestação
Resultado final: Sim
Lambda's valuation trajectory reflects surging demand for AI cloud infrastructure, with the company securing multiple large debt facilities—including a $926 million asset-backed term loan in August 2026—to fund Nvidia GPU deployments for committed customers like Microsoft. Revenue reached an estimated $520–760 million annualized in 2025 and is projected above $1.5 billion for 2026, supported by a reported $35 billion Anthropic cloud agreement and ongoing talks for a $3 billion pre-IPO equity round at up to $12 billion or higher. Secondary market indications hover near $6.9 billion as of September 2026, following the November 2025 Series E at roughly $5.4 billion post-money. Key near-term catalysts include finalization of the pre-IPO round and any IPO preparations, though GPU depreciation risks and execution on backlog remain factors in trader assessments of year-end levels.
Resumo experimental gerado por IA com dados do Polymarket. Isto não é aconselhamento de trading e não tem qualquer papel na resolução deste mercado. · Atualizado



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