Anthropic commits $11.6B to Akamai cloud over seven years, with potential 5% equity stake

TechCrunch AI · rss · 2026-09-26

Anthropic has committed $11.6 billion over seven years to Akamai's cloud infrastructure in an unusual deal that could grow to roughly $20 billion.

The most striking element is the structure: Akamai will grant Anthropic a potential stake of up to 5% of its stock, growing as Anthropic's spending increases. Notably, the bet centers on CPUs rather than the industry's usual GPU stockpiling — a signal that frontier labs are exploring cheaper compute routes for inference.

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