<div id="readability-page-1" class="page">Lambda, the Superintelligence Cloud, today announced the closing of a $1 billion syndicated senior secured credit facility. The financing upsizes Lambda’s existing credit facility, originally established at$275 million in August 2025, reflecting the continued confidence in Lambda’s growth trajectory, technical leadership, and track record of operating gigawatt-scale AI factories.The multi-tranche facility provides Lambda with committed capital and the flexibility to deploy next-generation NVIDIA AI accelerator infrastructure and expand the company’s data center capacity.“We’re proactively raising the capital required to meet the unprecedented demand we’re seeing for Lambda’s AI native infrastructure from the world’s most sophisticated Superintelligence customers,” said Charles Fisher, CFO of Lambda.Scaling the Next Phase of AI InfrastructureAccelerating large-scale AI infrastructure expansion is integral to delivering Superintelligence. For more than a decade, Lambda has invested in the technical depth and operational expertise required to deploy and manage AI factories at scale. This financing will fund the expansion of Lambda’s fleet of next-generation NVIDIA AI accelerator servers and data center capacity, delivering additional revenue-generating assets while lowering Lambda’s blended cost of capital.The additional capital provides Lambda with the operational flexibility to move quickly on strategic infrastructure opportunities and meet growing customer demand across AI researchers, enterprises, and hyperscalers. The nearly four-fold increase from the original facility size underscores the pace at which Lambda is scaling and the confidence of its lending syndicate in the company’s contracted revenue base and business model.J.P. Morgan acted as lead arranger on the facility, which was oversubscribed and upsized to accommodate an expanding lender group.“We’re excited to support Lambda as it accelerates expansion and delivers the infrastructure needed for the next generation of AI innovation,” said Jen Perry, Co-head of Technology Banking for J.P. Morgan’s Innovation Economy business. “This financing demonstrates the strong confidence in Lambda’s ability to execute at scale.”Davis Polk &amp; Wardwell LLP served as legal counsel to Lambda and Willkie Farr &amp; Gallagher LLP served as legal counsel to the lenders in connection with the transaction.</div>

Micron surged 4.8% in a single day, pushing its market capitalization past the $900 billion mark; the Memory ETF (DRAM) soared 6.3%, with Western Digital also joining the rally. Meanwhile, 50,000 Samsung employees are potentially poised to strike for 18 days, placing 3% of global memory production capacity at risk. What are your thoughts?

Micron surged 4.8% in a single day, pushing its market capitalization past the $900 billion mark; the Memory ETF (DRAM) soared 6.3%, with Western Digital also joining the rally. Meanwhile, 50,000 Samsung employees are potentially poised to strike for 18 days, placing 3% of global memory production capacity at risk. What are your thoughts?

Memory takes off — Micron crowned at $900B

NVDL

Lambda has closed a $1 billion syndicated senior secured credit facility, expanding its previous $275 million facility from August 2025. This financing supports Lambda's growth in AI infrastructure, allowing for the deployment of next-generation NVIDIA AI accelerator servers and increased data center capacity. CFO Charles Fisher emphasized the need for capital to meet rising demand from AI customers. The facility, arranged by J.P. Morgan, reflects strong lender confidence in Lambda's business model and revenue base, underscoring the company's rapid scaling in the AI sector.

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Lambda Closes $1 Billion Senior Secured Credit Facility to Meet Gigawatt-Scale AI Infrastructure Demand