Cloud-computing company Lambda deepened its relationship with Microsoft through a sizable AI infrastructure deal.

Nvidia-backed Lambda announced it struck a multi-billion-dollar deal with Microsoft on Monday to deploy tens of thousands of Nvidia GPUs, according to a press release . The exact size of the deal was not disclosed. Some of these GPUs will be Nvidia GB300 NVL72 systems, which were announced earlier this year and began shipping in the last few months.

“It’s great to watch the Microsoft and Lambda teams working together to deploy these massive AI supercomputers,” said Stephen Balaban, CEO of Lambda, in the company’s press release. “We’ve been working with Microsoft for more than eight years, and this is a phenomenal next step in our relationship.”

Microsoft opened its first

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