Compute

Akamai signs $11.6bn, seven-year compute deal with Anthropic

2026-09-25 · that day's edition

The agreement can expand toward $20bn, vesting Akamai stock as it grows.

Akamai announced on September 24, 2026 a $11.6 billion contractual commitment over seven years to supply Anthropic with cloud and edge infrastructure. The deal can expand by up to $9 billion more, for a total potential commitment of about $20 billion. Each additional $3 billion tranche vests roughly 1 percent of Akamai's common stock outstanding.

What this rests on

Akamai and Anthropic signed a $11.6 billion contractual commitment over seven years

Akamai Announces $11.6 Billion Multi-Year Agreement with Anthropic · Akamai · 2026-09-24
The agreement can expand by up to an additional $9 billion, for a total potential commitment of approximately $20 billion

Akamai Announces $11.6 Billion Multi-Year Agreement with Anthropic · Akamai · 2026-09-24
Each additional $3 billion purchase of cloud services vests approximately 1 percent of Akamai's common stock outstanding

Akamai Announces $11.6 Billion Multi-Year Agreement with Anthropic · Akamai · 2026-09-24

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