AI REVENUE WARS ● 2026-10-30

Explorer

Lambda

private · AI compute & GPU cloud

Disclosed ARR / run-rate / reported revenue (point-in-time)

Each series is one metric basis exactly as disclosed. Points are not connected across bases and are not comparable with recognized revenue.

All observations (2)

PeriodMetricValueYoYQualityHowSource
as of 2025-09-30reported revenueRevenue, TTM Oct 2024-Sep 2025$520.00M—reportedreported
“The publication later reported that Lambda's revenue hit over $520 million from October 2024 to September 2025, with Q3 sales up 80% year over year.”
The source says “more than” this figure.
Forge
as of 2025-06-30reported revenueRevenue, H1 2025$250.00M—reportedreported
“Lambda has grown substantially over the years. In comparison, in just the first half of 2025, revenue reached over $250 million, a 33% increase over the prior year, according to The Information.”
The source says “more than” this figure.
Forge