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In September 2026, Akamai Technologies disclosed 2027 earnings guidance of approximately $150 million to $300 million and announced a significantly expanded relationship with Anthropic that includes an $11.6b contractual commitment over seven years, with the option to increase the deal value to about $20b. The…
Suppliers now pay for anchor demand with equity. Akamai gave Anthropic a path to ~5% of its stock and will spend ~$5.5 billion before revenue. Plus a wind-fed Texas campus and Brazil's buildout.
Akamai Technologies stock stood at USD 108.92 on October 2 after a seven-year USD 11.6 billion Anthr