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Anthropic commits $11.6 billion to seven-year Akamai Cloud deal

A post citing Akamai says the agreement could expand by up to another $9 billion, bringing its potential value to about $20 billion.

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TLDR

A post citing Akamai says Anthropic committed $11.6 billion over seven years for distributed AI infrastructure and software to support CPU workload growth. The relationship could expand by up to another $9 billion, for a potential total of about $20 billion, according to the account. It also says Akamai issued Anthropic a warrant for up to about 5% of its common stock, with about 2% expected to vest on the September 25 commitment.

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@AIScientist_XBREAKING: ANTHROPIC LOCKS $11.6B AKAMAI CLOUD DEAL > Anthropic commits $11.6 billion over seven years for Akamai Cloud distributed AI infrastructure and software for CPU workload growth. > Akamai says the relationship could expand by up to another $9 billion for a total potential of about $20 billion. > Akamai issued Anthropic a warrant for up to about 5% of its common stock with about 2% expected to vest on today's commitment. SOURCE: Akamai

@d_pavlos$AKAM × Anthropic. This one changes the story. 🚀 Anthropic just signed a 7-year, $11.6B cloud deal with Akamai, with an option to take it to ~$20B. Why it matters: - In May, Anthropic's $1.8B deal was Akamai's biggest contract ever. This one is 6x that. - Management sees a ~$1.7B annual revenue run rate by end of 2028. The whole cloud unit did $99M last quarter. - Anthropic gets warrants for up to 5% of $AKAM at $111.33. They only vest if Anthropic spends more, so both sides want this to grow. Akamai used to be "the old CDN." Now it's building AI inference cloud for one of the biggest AI labs. Price action: Closed 110.41 → +20.65% AH → 133.21 The spike got sold off the highs, but it settled above the cloud, 50 SMA and 200 DMA. 📈 EWT has been long since 115.74 (9/21): +15.1% open. 🎯 Wave 4 is in. If wave 5 is underway, the June highs are back on the map. Join 2,000+ traders 👇 🔗 http://discord.gg/nnFV7x4eJf 🌐 http://tradeselliot.vip Not financial advice. DYOR. #AKAM #Anthropic #AI

@NeowinFeedAnthropic is committing $11.6 billion over seven years to power distributed CPU workloads, prompting Akamai to raise its 2026 capital expenditures by $1.7 billion. #Akamai #Anthropic https://www.neowin.net/news/anthropic-signs-116b-cloud-deal-with-akamai/

@TechstrongaiAkamai has landed its largest contract in its history, a seven-year, $11.6 billion cloud infrastructure deal with Anthropic that could top $20 billion if the AI giant exercises its option for another $9 billion. Shares surged more than 20% in after-hours trading, and the agreement includes a warrant for roughly 5% of Akamai's common stock tied to future spending milestones. Read the full article on the deal and what it signals for CPU-based AI infrastructure: https://buff.ly/rJUe7uP #Akamai #Anthropic #AI #CloudInfrastructure

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Akamai

Akamai Announces $11.6 Billion Multi-year Agreement with Anthropic to Support Growing Demand | Akamai

12h ago

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TLDR

A post citing Akamai says Anthropic committed $11.6 billion over seven years for distributed AI infrastructure and software to support CPU workload growth. The relationship could expand by up to another $9 billion, for a potential total of about $20 billion, according to the account. It also says Akamai issued Anthropic a warrant for up to about 5% of its common stock, with about 2% expected to vest on the September 25 commitment.

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