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Lambda Deploys Over 10,000 NVIDIA Blackwell GPUs with Co-Packaged Optics Networking

Published 2026-04-10AI Infrastructure and ComputeMedium

Summary

Lambda, a cloud provider focused on AI workloads, is scaling its infrastructure with more than 10,000 NVIDIA Blackwell GPUs and investing in co-packaged optics (CPO) networking technology. The move represents a significant commitment to the NVIDIA ecosystem and reflects the broader industry trend of GPU cloud providers racing to build out massive Blackwell clusters to meet demand for large-scale AI training and inference. The CPO networking push is notable as it addresses one of the key bottlen

Alignment: Reinforces current position
Related Positions: ai-infrastructure-strategy.md
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Lambda Deploys Over 10,000 NVIDIA Blackwell GPUs with Co-Packaged Optics Networking — Intelligence — Agentic Developer Tools Radar · Signal