Shay Boloor(@StockSavvyShay):Anthropic committed ~$12B over seven years to $AKAM for CPU infrastructure with options that could take the deal to ~$20B. Akamai will spend ~$5.5B to support the initial build while Anthropic gets warrants for up to ~5% of the company as cloud spend scales.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

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Shay Boloor@StockSavvyShay

2026.09.24 20:13

Anthropic committed ~$12B over seven years to $AKAM for CPU infrastructure with options that could take the deal to ~$20B. Akamai will spend ~$5.5B to support the initial build while Anthropic gets warrants for up to ~5% of the company as cloud spend scales.