Lambda competitors
As of 2026-10-09, Lambda's closest competitors in GPU Clouds (Neoclouds) are CoreWeave, Oracle and IREN. wafergraph tracks 13 companies in GPU Clouds (Neoclouds); Lambda is positioned as a market challenger there, and the largest competitor by market cap is Oracle at $411.3B.
Data as of 2026-10-09 · peers = companies sharing Lambda's primary GPU Clouds (Neoclouds) segment in the wafergraph taxonomy · ordered by market position, then market cap
Who competes with Lambda
| Competitor | Position | Country | Market cap | Revenue | Compare |
|---|---|---|---|---|---|
| CoreWeave | leader | United States | $45.0B | $5.1B | — |
| Oracle | major | United States | $411.3B | $67.4B | — |
| IREN | challenger | Australia | $14.1B | $707M | — |
| Applied Digital | challenger | United States | $7.1B | $611M | — |
| Crusoe Energy | challenger | United States | Unpriced | — | — |
| Nebius Group | challenger | Netherlands | Unpriced | $530M | — |
| HIVE Digital Technologies | niche | Canada | $700M | $298M | — |
| Bit Digital | niche | United States | $490M | $114M | — |
| Fluidstack | niche | United Kingdom | Unpriced | — | — |
| Nscale | niche | United Kingdom | Unpriced | $30M | — |
| Together AI | niche | United States | Unpriced | — | — |
| Voltage Park | niche | United States | Unpriced | — | — |
Suppliers Lambda shares with its competitors
A supplier shared across rivals is a segment-level chokepoint: if it fails, the whole peer group feels it at once.
Frequently asked questions3
- Who are Lambda's competitors?
- Lambda's closest competitors in GPU Clouds (Neoclouds) are CoreWeave, Oracle and IREN; wafergraph tracks 12 rivals in that segment.
- Who is Lambda's largest competitor?
- Oracle is the largest GPU Clouds (Neoclouds) competitor by market cap ($411.3B).
- How many companies compete in GPU Clouds (Neoclouds)?
- wafergraph tracks 13 companies in GPU Clouds (Neoclouds), including Lambda.
Cite as: wafergraph, “Lambda competitors — 12 rivals in GPU Clouds (Neoclouds), compared”, https://wafergraph.com/competitors/lambda (data as of 2026-10-09).
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