Lambda is raising up to $4B at a $14.5B pre-money valuation, led by Coatue and Blackstone, ahead of a 2027 IPO. Its customer backlog jumped from $15B in June to $50B in September, driven by a $35B commitment from Anthropic. The 'neocloud' boom is real, but so is customer concentration risk. Create posts like this at www.contentbuffer.com Is a one-customer backlog a moat or a risk? #AI #Lambda #Anthropic #IPO #GPU #Cloud #TechNews #Funding