Lambda vs SK Hynix

Lambda — Infrastructure · Private · $1.5B raised · 2 of 2 figures sourced  |  SK Hynix — Hardware · Public · $874.5B mkt cap · 4 of 4 figures sourced

Relationship

Lambda Superclusters and PEB000 Series do comparable work on AI compute hardware; both also serve buyers who need to buy data-centre AI compute; similar scale (public); ships hardware rather than the same layer.

Assembled from the recorded fields for this pair, not hand-checked. The comparison below is read from each company’s own profile.

3 of 5 capabilitiesDifferent layer

3 of 5 capabilities — Shares AI compute hardware, model inference and model training.

Ludbee capability tags · from the product records

Different layer — SK Hynix ships hardware, not the same layer.

Ludbee product records

Aligned comparison

FieldLambdaSK Hynix
Size$1.5B raised$874.5B mkt cap different basis
Employees—36,042
Founded20121983 29 yrs earlier
StatusPrivatePublic
CategoryInfrastructureHardware
Stack layerInfrastructure service, Model APIHardware
HeadquartersSan Francisco, USAIcheon, South Korea

Capability overlap

Shared · 3

AI compute hardwareModel inferenceModel training

Not verified for SK Hynix · 2

GPU cloudModel hosting

Recorded for Lambda. SK Hynix’s product records say nothing either way — a missing record is not a missing capability.

Not verified for Lambda · 1

Memory

Recorded for SK Hynix. Lambda’s product records say nothing either way — a missing record is not a missing capability.

Products, side by side

Algorithmic pairing — assembled from recorded fields, not hand-checked

Lambda

No shared stack layer with the other side.

SK Hynix

No shared stack layer with the other side.

No counterpart

Lambda sells these in a stack layer with no product recorded for SK Hynix yet — nothing on the other side to compare them against.

Infrastructure service

Lambda 1-Click ClustersInfrastructure service

Self-serve GPU clusters from 16 to 2,000+ NVIDIA B200 or H100 GPUs, provisioned without a sales cycle for training, fine-tuning and large inference runs.

Lambda CloudInfrastructure service

On-demand NVIDIA instances for training, fine-tuning and serving — 1 to 8 GPUs launched in minutes with self-serve access — billed by the minute with no egress charge, alongside the 1-Click Clusters and liquid-cooled superclusters Lambda sells for larger runs.

Lambda On-Demand InstancesInfrastructure service

Hourly NVIDIA GPU instances — H100, H200, B200 and A100 — launched in minutes with no egress fees.

Lambda SuperclustersInfrastructure service

Rents dedicated large-scale AI training and inference GPU clusters at supercomputer scale.

Model API

Lambda InferenceModel API

Hosted inference endpoints for open-weight models on Lambda's own GPU fleet, billed per token.

SK Hynix sells these in a stack layer with no product recorded for Lambda yet — nothing on the other side to compare them against.

Hardware

CMM-DDR5Hardware

CXL 2.0 memory module that expands and pools DDR5 capacity and bandwidth beyond the CPU's own channels for AI and high-performance computing servers, with a 96GB version through customer validation and a 128GB 1bnm version following.

HBM3EHardware

Fourth-generation high-bandwidth memory that vertically stacks up to 12 DRAM layers for 36GB at 9.6Gbps, sold to GPU and AI accelerator makers for AI server packages.

HBM4Hardware

Fifth-generation high-bandwidth memory with 2,048 I/O terminals and over 10Gbps operating speed, roughly doubling HBM3E bandwidth for next-generation AI accelerators.

PEB000 SeriesHardware

PCIe Gen5 enterprise SSD series in E1.S form factor with in-house ASIC and V8 4D NAND, power-optimised for AI servers and NVIDIA RVL-qualified for GB200 -- one model shipping today, PEB110 (1,920-7,680GB, 20W, mass production).

PS1000 SeriesHardware

PCIe Gen5 enterprise SSD series with in-house ASIC and V7 4D NAND for high-performance datacenter workloads, supporting up to 16TB in U.2/3 and the newer E3.S form factor -- two models shipping today, PS1010 and PS1030.

SOCAMM2Hardware

192GB LPDDR5X-based low-power memory module built on the 1cnm process and designed as main memory for AI servers, delivering over double the bandwidth of conventional RDIMM at over 75% better power efficiency.