Akamai's AI bet: $11B of $14B dealbook tied to Anthropic, a 2028 story at 2.5x sales
pdamodaran · x · 2026-11-09
pdamodaran weighs risks to Akamai's AI compute story: execution is the main concern (slower-moving than Nebius though technically competitive), $11B of its $14B dealbook is Anthropic business, the payoff timeline is 2028, and on-prem/local AI trends pose the same risk to hyperscalers. At 2.5x revenue, downside looks contained.
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