Live Feeds
● LIVE Updated 2h ago · 13 sources tracked

Anthropic Strikes $12 Billion AI Computing Deal With Akamai

Akamai Technologies signed an agreement with Anthropic for cloud services totaling $11.6 billion over seven years. The deal has the potential to grow to roughly $20 billion. As part of the arrangement, Akamai granted a warrant for a stake of up to 5% in the company. The commitment focuses on securing computing resources, specifically conventional CPUs, to meet the growing infrastructure demands of AI model development. Akamai shares reacted sharply to the announcement, which represents the largest contract in the company's history.

🎙️

Listen to Live Briefing

Real-time synthesized voice briefing · Live Feeds Desk

⏱ ~3 min
Speed:
RSS Source map (13)
⚡ Key Developments & Real-Time Context
Text size:
  • ✓ Akamai signed a seven-year cloud services agreement with Anthropic worth $11.6 billion.
  • ✓ The total value of the agreement could potentially reach $20 billion.
  • ✓ Akamai granted a warrant for up to a 5% stake.
  • ✓ The contract is the largest in Akamai's history.
🛡️ Source Corroboration: 13 independent reporting domains (90% confidence) ⏱ Read time: ~2 min

What changed

Akamai announced a seven-year cloud infrastructure deal with Anthropic valued at $11.6 billion with a potential ceiling of $20 billion.

Live updates

  1. Akamai and Anthropic Sign Cloud Infrastructure Agreement Worth Up to $20 Billion

    Akamai Technologies signed an agreement with Anthropic for cloud services totaling $11.6 billion over seven years. The deal has the potential to grow to roughly $20 billion. As part of the arrangement, Akamai granted a warrant for a stake of up to 5% in the company. The commitment focuses on securing computing resources, specifically conventional CPUs, to meet the growing infrastructure demands of AI model development. Akamai shares reacted sharply to the announcement, which represents the largest contract in the company's history.

    Why it matters

    The deal highlights a shift in AI infrastructure needs toward conventional CPUs rather than just GPUs. It demonstrates the massive scale of capital AI laboratories are committing to secure long-term computing capacity. The equity component suggests a strategic bet on the model layer of AI development.

    What is confirmed

    • Akamai signed a seven-year cloud services agreement with Anthropic worth $11.6 billion.
    • The total value of the agreement could potentially reach $20 billion.
    • Akamai granted a warrant for up to a 5% stake.
    • The contract is the largest in Akamai's history.
    • The agreement emphasizes the demand for conventional CPUs in AI computing.

    Still unconfirmed

    • Akamai stock jumped 17% following the announcement.
    • The deal is an equity bet on the model layer rather than a standard cloud contract.

    What to watch next

    • Verification of the final total expenditure as the deal scales toward $20 billion
    • Disclosure of specific CPU hardware allocations for Anthropic's models
    Sources used for this update (13)
    1. Reuters — Akamai signs $11.6 billion cloud deal with Anthropic, grants warrant for up to 5% stake
    2. Bloomberg.com — Anthropic Strikes $12 Billion AI Computing Deal With Akamai
    3. WSJ — Anthropic to Pay Akamai Technologies $11.6 Billion Over Seven Years for Cloud Services
    4. Yahoo Finance — Akamai’s $11.6B Deal With Anthropic Is Not a Cloud Contract – It Is an Equity Bet on the Model Layer
    5. GlobeNewswire — Akamai Announces $11.6 Billion Multi-year Agreement with Anthropic to Support Growing Demand
    6. www.briefs.co — Nscale locks in $3.36 billion pre-IPO war chest as AI data center upstart hits the gas
    7. hdfcsky.com — Akamai's $11.6 Billion Anthropic Cloud Deal, TD SYNNEX's 9.87% Q3 Earnings Plunge Headline Transformative Week for US Stocks
    8. www.wionews.com — Anthropic commits $11.6 billion to Akamai in AI cloud deal that could reach $20 billion
    9. coincentral.com — Akamai (AKAM) Stock Soars as Anthropic Buys In With $20 Billion Deal
    10. www.tekedia.com — Anthropic Signs $11.6 Billion Seven-Year Cloud Infrastructure Deal with Akamai
    11. en.cryptonomist.ch — Anthropic Akamai cloud deal hits $11.6 billion as Akamai stock jumps 17%
    12. hashout.jp — Akamai創業以来最大の契約、Anthropicが払う116億ドルの行き先はGPUではなくCPUだった
    confidence 90%
📊

Community Sentiment: How do you assess this situation?

Voice your perspective · Real-time aggregated sentiment from the Live Feeds community