Alex Banning.ai

Finance @lambdaAPI

[Jamin Ball @jaminball]

https://t.co/Wj4pTqmZMH

[Robert Brooks IV @boborado]

Never been happier to make the cut!

[Benjamin Tannyhill @bentannyhill]

Agent observability is a means to an end: making your agent better.

But observability and evals tools have traditionally failed to connect traces to meaningful actions. Agent engineering teams are left combing through traces, guessing at root causes, and writing evals manually.

We built Engine to close the agent improvement loop. Engine monitors your agent's traces, creates ready-to-merge fixes, and writes evals.

Now every trace becomes a fix, an eval, and a better agent.

[Benjamin Tannyhill @bentannyhill]

Has been a blast shipping Engine!!

We built engine to automate the agent development loop, and make agents that improve autonomously.

Absolutely cracked team shipping at light speed to create the future of LangSmith and build self-improving agents!!

[LangChain @LangChain]

Spend less time on triaging
Ship fixes faster
Catch regressions earlier

Introducing LangSmith Engine: an agent that works autonomously to find patterns in your agent's failures

💻 Accelerate the agent development lifecycle→ https://t.co/Kojyer0CPW

[stephen balaban @stephenbalaban]

Last week, I stepped into the CTO seat and Michel Combes joined as our new CEO. Lambda has some massive projects we're cooking up, all in service of building America's compute grid. Can't wait to show you!

[Lambda @LambdaAPI]

Lambda closed a $1 billion senior secured credit facility, oversubscribed and upsized from $275 million in August 2025, to accelerate the expansion of our AI factory footprint and meet growing demand from the world’s leading AI teams.

Read more: https://t.co/bYBWl5l2eu

[stephen balaban @stephenbalaban]

I started Lambda in 2012 training ConvNets on an NVIDIA GPU workstation. Today, we’ve hit nearly a billion dollars in AI cloud revenue and provide compute to the most important companies in the world.

Building a generational company is a lifelong quest and it’s all about the people who join you along the way. After 14 years as CEO, I’m returning to my roots to build Lambda as our CTO.

I’m welcoming Michel Combes to join Lambda as our new CEO. Michel brings massive capital formation and allocation experience as the former CEO of some of the most storied infrastructure companies in the history of the world: SoftBank International and Sprint.

It’s been an honor serving the AI community as Lambda’s founding CEO and I’m looking forward to continuing to serve you from the CTO seat! I’m excited to work alongside Michel and everybody at Lambda to build an iconic 100-year company.

[Robert Brooks IV @boborado]

This is important. Too many tweets mixing up The Information’s reporting on xAI’s low MFU (11%) with fleet utilization (likely north of 80%)+:

[Lambda @LambdaAPI]

The xAI "low utilization" story has people mixing up two different metrics.

Fleet utilization tells how many GPUs are running. Model FLOPS Utilization (MFU) how much compute each running GPU is actually capturing.

Both matter, but they're not the same.

[Alex Banning.ai @Alex_Banning]

@stephenbalaban 1) What

[Alex Banning.ai @Alex_Banning]

@boborado Time for ASICS to start making real ASICS

[Alex Banning.ai @Alex_Banning]

@DerekjAndersen 🐐

[stephen balaban @stephenbalaban]

@jordihays Flawless victory

[Alex Banning.ai @Alex_Banning]

@stephenbalaban Need a copy

[Zach Mueller @TheZachMueller]

Over the last month I've been digging into model inference; what's the best out-of-the-box tokens/s on our hardware, and how do you benchmark it? Our model-inference revamp is now live, with model cards built to answer exactly this (in a community-focused way):

[Derek Andersen @DerekjAndersen]

Let’s go Cougars!!

[stephen balaban @stephenbalaban]

Lambda will provide Microsoft with multiple billions of dollars of AI infrastructure services in a multi year contract.

Proud of our brilliant and hard working engineers / operators who love to delight our customers.

Lambda has come a long way, and we’re just getting started.

[Dave Portnoy @stoolpresidente]

This place is BEAUTIFUL

[stephen balaban @stephenbalaban]

We need to get back to exponential growth.