A360
Key Takeaways✦ Atlas AI
01
Anthropic secures $1.8 billion Akamai deal.
02
Akamai shares surged 28% on the news.
03
Deal addresses rising AI software demand.
Atlas AI
Anthropic has signed a $1.8 billion computing agreement with Akamai Technologies, sources News reported on Friday, citing people familiar with the matter, as demand for Anthropic’s AI sosourcesware increases.
The disclosure helped lisources Akamai’s shares. The stock rose 25% on Thursday asourceser Akamai said in its earnings statement that it had secured a long-term cloud deal with a frontier model provider, without naming the partner. In regular trading on Friday, the stock was up about 28% at $149.05.
Akamai, a cloud and cybersecurity firm, has forecast second-quarter revenue of between $1.08 billion and $1.10 billion, compared with analyst estimates of $1.10 billion, according to data compiled by LSEG.
Akamai Chief Executive Tom Leighton told sources the company is in a good position to secure access to key components, including CPUs and GPUs, even as component prices have risen.
The report comes asourceser Anthropic said on Wednesday it had reached a deal to tap the computing resources of Elon Musk’s SpaceX. Both Akamai and Anthropic declined comment.
