Observed Signal · Sep 24, 2026 · Market Signal · Source: Akamai · Impact: 2/5
Akamai Announces $11.6 Billion Multi-year Agreement with Anthropic to Support Growing Demand
Akamai today announced a significantly expanded relationship with Anthropic for $11.6 billion of contractual commitment over seven years.
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Akamai surges after $11.6B Anthropic CPU deal
Akamai Technologies' shares surged up to 16.4% after announcing an $11.6 billion deal with AI company Anthropic for dedicated cloud computing capacity over seven years, marking the largest deal in Akamai's history. The deal focuses on CPU-based infrastructure for agentic AI workloads, with an option to expand to $20 billion. Anthropic will receive a warrant for up to 5% of Akamai's stock, vesting based on spending milestones. Akamai expects $5.5 billion in capital spending plus $1.7 billion for components, and analysts estimate this equates to about 77 megawatts of computing power. Revenue is expected to begin in 2027, with an annual run rate of $1.7 billion by end of 2028. CNBC's Jim Cramer highlighted Akamai as a buy, citing its low valuation (under 16 times expected earnings) and the Anthropic deal, while suggesting a pullback for Cloudflare (279 times earnings) and Fastly (50 times earnings). Akamai is repositioning with edge computing to handle AI workloads closer to users.
Anthropic Gets $5B From Amazon, Pledges $100B AWS Spend
Anthropic launched "Live Artifacts" in Claude Cowork — persistent, versioned dashboards, trackers and other working artifacts that connect to apps and files and refresh automatically — available immediately to paid plans (Pro, Max, Team, Enterprise). Claude Design (based on Opus 4.7) can now generate full websites, one-pagers and interactive prototypes that evolve via comments and sliders. Separately, Anthropic expanded its partnership with Amazon: Amazon invested an additional $5 billion (bringing disclosed investment to $13 billion), secured long-term capacity including up to five gigawatts of energy, and Anthropic committed to spend more than $100 billion on AWS technologies over the next ten years. Near-term capacity additions include new Trainium2 resources and nearly one gigawatt of Trainium2/Trainium3 capability by the end of 2026. The piece notes risks from connected external data sources and governance needs for automated, always-on artifacts.
Amazon to invest up to $25B more in Anthropic
Amazon agreed to invest up to $25 billion in AI startup Anthropic, adding to a prior $8 billion, as part of an expanded multi-year infrastructure partnership. The deal includes an immediate $5 billion investment and up to $20 billion tied to commercial milestones. Anthropic committed to spend more than $100 billion on Amazon Web Services technologies over the next decade and said it has secured up to 5 gigawatts of capacity for training and deploying its Claude models. Anthropic also plans to bring nearly 1 gigawatt of Trainium2 and Trainium3 capacity online by year-end. The initial tranche values Anthropic at $380 billion, and the company reported annualized revenue above $30 billion.
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