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American computer networking company
Akamai Technologies, Inc. is an American company specializing in content delivery network (CDN), cybersecurity, DDoS mitigation, and cloud services. It is headquartered in Cambridge, Massachusetts.
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American artificial intelligence company
Anthropic, PBC is an American artificial intelligence (AI) public benefit corporation headquartered in San Francisco, California. Its flagship product is Claude, a series of proprietary large language models (LLMs). In January 2021, with the goal of promoting AI safety, Anthropic was founded by former members of OpenAI, including siblings Daniela Amodei and Dario Amodei, who are president and CEO, respectively. The company is privately held but reportedly plans an initial public offering in 2026.
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Akamai secures a $11.6B, seven-year Anthropic contract requiring $5.5B in CapEx, fundamentally altering its business profile. Read why AKAM stock is a Hold.
Anthropic’s $11.6 billion Akamai deal shows how AI spending can reshape a supplier’s growth outlook. Barron’s says Akamai “won’t be the last,” putting Cloudflare in focus as AI agents require more networking, compute, security, and gateway infrastructure. Barron’s Rendering
Akamai inks a seven‑year $11.6 billion contract with Anthropic, granting the AI firm a 5% stake and $5.5 billion CapEx commitment.