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    Anthropic commits $11.6 billion to Akamai cloud infrastructure over seven years

    TechCrunch reports the deal is a bet on CPUs and could grow to about $20 billion. Akamai is giving Anthropic a potential stake of up to 5% that grows as Anthropic spends more.

    1 Source, 12h ago, first seen 12h ago

    TLDR

    TechCrunch reports Anthropic has committed $11.6 billion over seven years to Akamai’s cloud infrastructure. The CPU bet could grow to about $20 billion, and the arrangement gives Anthropic a potential stake of up to 5% in Akamai as its spending increases.

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    1 Source

    @ErmiyaBMAnthropic → Akamai: $11.6B over 7 years. Mostly CPUs. +$9B option. Warrant for up to ~5% of Akamai. Stock +20% AH. The agent stack still needs a lot of compute GPUs are bad at. https://techcrunch.com/2026/09/25/anthropic-to-pay-akamai-11-6-billion-over-seven-years-in-cloud-deal/