Anthropic will spend $11.6 billion over seven years on Akamai’s cloud infrastructure, a deal more than six times larger than a previous $1.8 billion agreement. This is the largest contract in Akamai’s history and reflects growing demand for CPUs in AI applications. The deal includes a warrant giving Anthropic potential equity in Akamai, tying their investment to future spending milestones. Akamai expects revenue from this deal to start in 2027 and reach about $1.7 billion annually by 2028, while investing $5.5 billion to build the required capacity.
Following the announcement of Anthropic's historic $11.6 billion cloud deal with Akamai, the company's shares have shown strong momentum. On Pluang, Akamai Technologies, Inc. (AKAM) is trading at USD 115.15, up 4.29% as of September 26, 2026, 02:21 WIB. The stock's market cap stands at $15.87 billion, with a typical hold time of 44 days and a buy order activity of 59%, indicating solid investor interest in the technology sector.
Akamai Technologies has signed an $11.6 billion, seven-year contract with AI company Anthropic to support CPU workloads on its cloud platform. This deal, the largest in Akamai's history, focuses on CPUs rather than the more common GPUs in AI cloud co...
Akamai Technologies surged 15% after signing a $11.6 billion, seven-year cloud infrastructure deal with AI company Anthropic, marking a shift in AI compute providers. The deal focuses on Anthropic's CPU workloads running on Akamai's distributed cloud...
Akamai Technologies secured an $11.6 billion, seven-year cloud services deal with AI firm Anthropic, highlighting strong demand for its infrastructure. Despite this, Akamai's stock dropped 6.78% in one day, though it gained 9.61% over the month. Anal...
Fastly's stock fell 7% following its Investor Day event despite no negative news, suggesting profit taking after a strong prior run. Meanwhile, peers Cloudflare and Akamai saw their shares rise, indicating the sell-off was specific to Fastly rather t...
