Anthropic signs $1.8 billion computing deal with Akamai Technologies
Updated
Updated · letsdatascience.com · May 11
Anthropic signs $1.8 billion computing deal with Akamai Technologies
11 articles · Updated · letsdatascience.com · May 11
Akamai disclosed the seven-year cloud agreement in earnings materials, and its shares rose about 25% to 28% after Anthropic was identified as the customer.
The companies declined to comment, while Akamai described the contract as its largest ever and investors viewed it as a boost for non-hyperscaler AI infrastructure providers.
The deal follows Anthropic compute agreements with Google and SpaceX as CEO Dario Amodei says annualised revenue and usage grew 80-fold in the first quarter.
With Akamai's landmark deal, is the era of Big Tech's total dominance over AI cloud infrastructure finally ending?
Anthropic's deals now total hundreds of billions. Is this a strategic masterstroke or the prelude to an epic AI bubble collapse?
AI's thirst for power will soon demand 50 gigawatts. How can the US energy grid possibly support this massive surge?
Anthropic’s $1.8B Akamai Cloud Deal: Multi-Provider AI Infrastructure, Market Impact, and Emerging Risks
Overview
In May 2026, Anthropic PBC finalized a $1.8 billion, seven-year cloud computing deal with Akamai Technologies to meet the soaring demand for its AI software. This agreement was part of a rapid series of infrastructure acquisitions by Anthropic within just 72 hours, reflecting its explosive 80x year-over-year growth and a revenue run rate surpassing $30 billion. By partnering with Akamai, which is positioning itself as a major infrastructure supplier, Anthropic aims to secure the vast compute resources needed for its expansion, while Akamai strengthens its role in the competitive AI cloud market.