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Akamai–Anthropic $11.6B Computing Deal
Akamai signed an $11.6 billion, seven-year deal to provide CPU-based cloud computing capacity to Anthropic, sending Akamai's stock up more than 20% and highlighting the scale of Anthropic's growing compute demands.
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Akamai Technologies Inc. shares jumped more than 20% in after-hours trading on September 24, 2026, after the company revealed an $11.6 billion, seven-year deal to supply computing capacity to AI developer Anthropic PBC (SiliconANGLE, September 24). The agreement centers on central processing unit (CPU) workloads, an area where Akamai said Anthropic's demand is accelerating, with Akamai Cloud providing the underlying infrastructure (SiliconANGLE, September 24).
The deal is notable both for its scale and for signaling diversification in AI infrastructure deals toward CPU-based computing rather than purely GPU-centric buildouts, and it underscores Anthropic's rapidly growing compute needs as it scales its model offerings.