Akamai is a content-delivery and edge-computing network that has been pushing into AI compute capacity supply, offering CPU-based compute (rather than GPUs) to AI labs building out inference and research infrastructure.
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2026-09-27 Akamai’s own investor filing breaks out the warrant vesting schedule: about 2% of Akamai’s common stock vests with the initial $11.6B commitment, with the remaining ~3% vesting as Anthropic buys through an additional $9B of expansion (each $3B tranche vesting roughly 1%). Akamai projects $150-300M of revenue from the deal in 2027, ramping to an annualized pace of about $1.7B by the end of 2028. Akamai IR (primary)
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2026-09-25 Signed an $11.6B, seven-year deal to supply Anthropic with CPU compute capacity, its largest deal ever and more than 6x a $1.8B pact from May; Akamai plans to spend $5.5B building out the capacity and issued Anthropic a warrant convertible into up to ~5% of Akamai’s own stock, vesting as Anthropic spends more. TechCrunch (independent) · Akamai (primary)