Anthropic has committed 11.6 billion dollars over seven years to the infrastructure of the cloud-services company Akamai, an average of more than 1.6 billion dollars a year. TechCrunch calls the deal a bet on CPUs. With the potential stake Akamai is giving Anthropic, the commitment could grow toward about 20 billion dollars. Akamai shares surged after the agreement.
Anthropic has committed 11.6 billion dollars over seven years to the infrastructure of the cloud-services company Akamai. That is an average of a little more than 1.6 billion dollars a year. TechCrunch calls the deal a bet on central processing units (CPUs), and Forbes describes the contract as a seven-year processor purchase. The spending is not a model release but computing infrastructure for Anthropic's work.[1], [2]
The deal has an unusual equity piece: Akamai is giving Anthropic a potential stake. So Anthropic becomes not only a customer but a possible part-owner of Akamai. TechCrunch reports that, with that stake counted, the commitment could grow toward about 20 billion dollars. Forbes writes that the total could rise by a further 9 billion dollars, which with the 11.6 billion dollars comes to about 20.6 billion dollars.[1], [2]
Forbes reports that Akamai shares surged after the cloud-services contract was announced. The deal gives Akamai a single customer commitment worth billions of dollars spread over seven years, and the market priced it the same day. The jump in the shares shows how large the contract is for Akamai.[2]
