signalTechCrunch AI2026-09-26
Anthropic to pay Akamai $11.6 billion over seven years in cloud deal
Anthropic will spend $11.6 billion over seven years on Akamai's cloud infrastructure, more than six times the previous $1.8 billion deal. The deal, Akamai's largest ever, includes a warrant for up to 5% of Akamai stock at $111.33 per share, vesting based on spending milestones. Revenue is expected to reach $150-300 million in 2027, with $1.7 billion annual pace by end of 2028.
- for who
- Cloud infrastructure providers and AI companies negotiating large-scale compute deals
- why now
- Anthropic's $11.6B Akamai deal, announced Thursday, signals major CPU demand for AI agents.
- what changes
- The supplier now grants the customer a stake that grows with spending, inverting typical investment flows in AI deals.
- to do
- Review Akamai's securities filing for exact warrant vesting and termination conditions.
key points
- Warrant: up to 5% at $111.33, vests with spending
- 2027 revenue $150-300M, $1.7B annual pace by 2028
#anthropic#akamai#cloud computing#investment
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