# Cramer picks Akamai as AI traffic stock to buy now

Digest AI · Business & Funding · published 2026-10-01T23:04:13Z

Canonical: https://digestai.news/story/cramer-picks-akamai-as-ai-traffic-stock-to-buy-now

## Summary

Jim Cramer of CNBC’s *Mad Money* said AI-driven web traffic is boosting stocks of internet infrastructure firms. Cloudflare, Akamai Technologies, and Fastly manage server networks to handle digital traffic, now surging due to AI agents. Cloudflare’s traffic from AI agents already exceeds human traffic, per CEO Matthew Prince, while Akamai announced a $11.6 billion deal with Anthropic for AI workload capacity over seven years.

Cramer recommends Akamai as the only stock worth buying now, citing its valuation of under 16 times expected earnings. Cloudflare’s high valuation (279x earnings) and Fastly’s volatility (50x earnings) make them less attractive for immediate investment, per Cramer. He suggests waiting for pullbacks in Cloudflare and Fastly before buying.

## Key points

- Cloudflare’s AI traffic now surpasses human traffic, per CEO Matthew Prince
- Akamai secures $11.6 billion deal with Anthropic for AI workload capacity over seven years
- Cramer recommends Akamai as the only AI traffic stock to buy now, citing valuation

## Why it matters

AI agents are increasing web traffic demands, creating opportunities for infrastructure firms. Akamai’s deal with Anthropic highlights AI’s growing reliance on scalable networks, while Cramer’s picks reflect investor interest in AI-driven growth.

## Sources

1. [AI is a boon for 3 internet traffic cop stocks. Cramer says only 1 is a buy right now](https://cnbc.com/2026/10/01/jim-cramer-akamai-ai-traffic.html) (CNBC Technology, 2026-10-01)

Part of the developing story: [Anthropic's Billion-Dollar Cloud and Safety Push](https://digestai.news/thread/anthropic-partners-with-accenture-to-embed-independent-ai-model-evaluators) (4 stories)

## Cite

Digest AI, "Cramer picks Akamai as AI traffic stock to buy now", 1 October 2026, https://digestai.news/story/cramer-picks-akamai-as-ai-traffic-stock-to-buy-now

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