Anthropic Commits $11.6 Billion to Akamai Cloud Deal, Deepening Bet on CPU Capacity
Anthropic has agreed to spend $11.6 billion over seven years on Akamai’s cloud infrastructure, a large-scale commitment that underscores the AI company’s appetite for compute beyond the industry’s dominant GPU supply chain. The unusual pact also gives Anthropic the potential to acquire up to 5% of Akamai’s stock as its spending rises, linking infrastructure demand with an equity-like incentive structure.
