Home › Capital Markets › ReportCapital Markets · ReportMicrosoft and Nvidia Anchor Lambda's AI Cloud Growth Ahead of IPOTrade pressSlicast · July 8, 2026 at 21:11 UTC · Global · Source: Yahoo Financeimportance 76Read the originalShareCompanies in this storyMicrosoft / AzureCapex history →NvidiaCapex history →In-depth analysisCommentaryMicrosoft Azure AI Infrastructure, October 2026: $115.95 Billion in Capex and a 38-Gigawatt Network TargetCommentaryMicrosoft / Azure vs AWS / Amazon vs Google Cloud vs Meta: What AI Capex Is Actually Made OfRelated reportsCapital MarketsSambaNova raises $1 billion Series E at $11 billion valuation, securing resources for AI inference chip and systems.2026-07-09Capital MarketsTogether AI Completes $800M Series C Round, Aramco Ventures Leads, NVIDIA/Vista Follow2026-07-11Capital MarketsGoldman Sachs upgraded Qualcomm to outperform on datacenter ASIC ambitions, validating non-Nvidia AI chip strategy.2026-07-12Capital MarketsIREN locks in Microsoft contract with $3.65 billion investment-grade GPU financing, targeting 480MW / $3.7 billion ARR2026-07-12Capital MarketsLambda Labs preparing H2 2026 IPO with Microsoft and NVIDIA as core anchor customers2026-07-05