Anthropic has inked a massive $11.6 billion, seven-year deal with Akamai to utilize its cloud infrastructure, Akamai announced after the US market closed on Thursday. The agreement has the potential to grow by an additional $9 billion, bringing the total to approximately $20 billion.

As part of the deal, Akamai has issued Anthropic a warrant for 7.7 million shares, equivalent to about 5% of its common stock. The exercise price is set at $111.33, with the warrant taking the form of non-voting convertible Series B preferred stock. Roughly 2% of the shares will vest with the initial $11.6 billion commitment, while the remaining 3% will vest only if the expansion occurs, at a rate of 1% for every $3 billion of extra services.

Akamai will provide Anthropic with access to central processing units (CPUs), building on a $1.8 billion deal the two companies signed in May. This move is expected to significantly bolster Anthropic's AI infrastructure. Akamai shares surged as much as 17% in late trading, reaching $129.60, according to Bloomberg.

"Anthropic is advancing the AI revolution and we are thrilled they chose Akamai's capabilities for building and operating AI infrastructure at scale," said Tom Leighton, Akamai's CEO and co-founder.

Akamai anticipates spending around $5.5 billion in capital to serve the contract, which includes pre-buying supplies such as memory. This investment is more than six times what Akamai spent on capital in all of 2025. Leighton expects the contract to commence in the second half of next year, with revenue from Anthropic projected to be between $150 million to $300 million in the first year, rising to an annual run rate of about $1.7 billion by 2028.

This deal marks the first time Akamai has agreed to a warrant as part of a cloud deal with a customer. Leighton views this as a strategic move to bring the companies together, despite some Wall Street investors raising concerns over so-called circular AI deals, where companies that buy each other's products also invest in one another.

Anthropic has been actively securing compute agreements, including a $10 billion deal with Volta in August and a reported $13.7 billion compute contract with Rum Group. The company has also secured chips from Google and SpaceX, and signed its first Australian data center lease.

Este artículo fue escrito con la asistencia de IA.
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