AI BriefingAnthropic-Akamai $1.8 Billion Deal
·2026.05.09 19:42
Key point
Anthropic signed a 7-year, $1.8 billion cloud contract with Akamai.
Details
Akamai disclosed a 7-year, $1.8 billion Cloud Infrastructure Services (CIS) contract during its Q1 2026 earnings announcement.
Subsequent Reuters and Bloomberg reports identified the counterparty as Anthropic. Both companies declined to comment, but the contract and financial figures were confirmed by Akamai's disclosure.
- CIS revenue was $95 million, up 40% year-over-year.
- Security revenue was $590 million, up 11%.
- Following the disclosure, Akamai's stock jumped by about 25%, and on the next trading day it climbed to around $149.05, up about 28%.
Akamai explained that this deal reaffirms its position as an infrastructure provider in the AI economy.
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