Lambda Labs vs Scaleway
Side-by-side comparison of AI visibility scores, market position, and capabilities
San Jose AI GPU cloud "Superintelligence Cloud" at $500M revenue run rate May 2025; $2.5B+ total ($1.5B TWG Global Series E Nov 2025) serving Apple/Microsoft/DoD/Stanford with B200/H100 clusters competing with CoreWeave for AI training infrastruct...
About
Lambda (Lambda Labs) is a San Jose, California-based AI cloud infrastructure provider — backed with $2.5+ billion in total funding including a $1.5 billion Series E in November 2025 led by TWG Global and USIT, a $480 million Series D at a $4 billion valuation in February 2025, and a $320 million Series C in 2024 — providing AI researchers, enterprises, and startups with on-demand GPU cloud computing infrastructure for AI model training and inference, serving customers including Apple, Microsoft, Tencent, the Department of Defense, MIT, Stanford, Harvard, and Caltech. Lambda's revenue run rate reached $500 million in May 2025 (up from $425 million in December 2024), driven by a multi-billion dollar partnership with Microsoft and surging enterprise AI training demand. Founded in 2012 by brothers Stephen and Michael Balaban (originally a facial recognition startup, pivoted to GPU cloud in 2017).
Scaleway is a French cloud provider under Iliad Group with ~€150M estimated revenue. Focused on European data sovereignty and GPU cloud for AI. HQ: Paris. Founded 1999.
About
Scaleway is a French cloud computing provider and subsidiary of Iliad Group, the telecommunications and technology conglomerate founded by billionaire Xavier Niel. Originally launched as Online.net in 1999 and rebranded as Scaleway in 2015, the company has grown into one of Europe's leading independent cloud providers, positioning itself as the European alternative to US hyperscalers for GDPR-sensitive workloads.
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