Anthropic and Akamai sign $11.6 billion, 7‑year cloud services contract
Anthropic and Akamai have signed a $11.6 billion, 7‑year cloud services contract, with a possible $9 billion expansion if conditions are met. Anthropic also received warrants that could give it up to 5 % of Akamai’s stock.
Key points
- Anthropic and Akamai sign a $11.6 billion, 7‑year cloud services contract, with potential $9 billion expansion.
- Akamai will invest $5.5 billion in capital expenditures, including $1.7 billion in Q4 2026 for memory.
- Revenue from the deal starts in H2 2027, reaching $1.7 billion annual run rate by end‑2028.
Akamai will invest $5.5 billion in capital expenditures to support the contract, including $1.7 billion in Q4 2026 for memory. Revenue from the deal will not begin until the second half of 2027, reaching an annual run rate of about $1.7 billion by the end of 2028.
The agreement highlights a shift in AI spending from GPU manufacturing to network and cloud infrastructure, positioning Akamai as a key player in delivering AI services worldwide. It also illustrates how large contracts translate into long‑term capital outlays and delayed revenue, affecting investor expectations and the broader AI supply chain.
The story so far
4 episodes →- Anthropic and Akamai sign $11.6 billion, 7‑year cloud services contractthis story
Even with $11.6 billion, the GPU isn't the star: The 'AI-powered market' revealed by Anthropic and Akamai
note.com · 27 September 2026
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