Weekly roundup: Anthropic commits $11.6B to Akamai cloud, Alibaba unveils 500K-GPU cluster plan
shashib · x · 2026-09-28
Analyst Shashi Bellamkonda's weekly AI/SaaS digest highlights:
- Anthropic committed $11.6 billion to CPU capacity on Akamai Cloud, earning equity as it spends — its largest Akamai commitment.
- Alibaba's T-Head showed a new accelerator on Sept 22, planning to connect up to 500,000 cards (20 GW), though the chip ships in 2027.
- Databricks acquired Row Zero because its finance team was already using spreadsheets with Genie, folding spreadsheet capability into Genie.
- AMD and mimik claim one factory box can run 2.3x more software workloads.
- Palo Alto Networks bundled four security products (endpoint discovery, agent identity, gateway controls) into a platform for securing AI coding.
Related event: Anthropic Commits $11.6 Billion Cloud Deal with Akamai(4 posts)→
More from Companies & People
- Hono creator Yusuke joins VoidZero, stays Cloudflare developer advocate — cnakazawa · 2026-09-28
- Yacine's Management Idea: Reorg the Losing Team Into the Winning One — yacineMTB · 2026-09-28
- Zed founder: 1,000 hours in Factorio earns you a job interview — zeeg · 2026-09-28
- Velocity comes from balancing structure and autonomy, argues Berkeley's Ann Bordetsky — annbordetsky · 2026-09-28
- Beff Jezos Launches Kardashev Research, an e/acc Non-Profit, With @mjdramstead — beffjezos · 2026-09-28
- Jensen Huang: Every Company Is Built on Specialized Intelligence — rohanpaul_ai · 2026-09-28