Anthropic to pay Akamai $11.6 billion over seven years in cloud deal

techcrunch.comAditya Mehta

Anthropic commits $11.6 billion to Akamai's cloud infrastructure over seven years, with potential to reach $20 billion. As part of the deal, Akamai grants Anthropic an equity stake that grows based on spending levels.

Why it mattersThis signals a major shift in AI infrastructure economics: instead of relying solely on GPU providers like Nvidia, Anthropic is betting on CPU-based compute, which could reshape how companies build and deploy AI models.
From the source: Anthropic has committed $11.6 billion over seven years to Akamai's cloud infrastructure, a bet on CPUs that could grow to about $20 billion, and in an unusual arrangement, Akamai is giving Anthropic a potential stake of up to 5% of its stock that grows as Anthropic spends more.
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