Anthropic has committed $11.6 billion over seven years to use Akamai’s cloud infrastructure, marking the largest deal in Akamai’s corporate history. This massive pact highlights the continuous surge in computing power required by leading artificial intelligence labs. Notably, the agreement also emphasizes the growing importance of general-purpose CPUs as AI agents handle increasingly complex tasks and workflows.
To seal the partnership, Akamai issued warrants to Anthropic representing a potential equity stake, inverting the typical industry trend where suppliers invest directly in AI startups. Akamai plans significant capital expenditures to build out the required capacity, with revenue from the contract projected to begin in late 2027. Following the announcement, Akamai shares jumped as much as 17% in after-hours trading.
- Anthropic to spend $11.6 billion on Akamai cloud infrastructure over seven years.
- Highlights increased demand for CPUs driven by advanced AI agents and workloads.
- Akamai issued stock warrants to Anthropic tied to spending milestones.
- Akamai shares rose up to 17% in after-hours trading following the news.
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