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Akamai signs $11.6 billion, seven-year cloud deal with Anthropic
Filed with the SEC on · Summarized by InvestorsBot
Akamai announced a seven-year, $11.6 billion contractual commitment with Anthropic on September 24, 2026, with potential expansion of up to $9 billion; Akamai expects about $5.5 billion in related capital expenditures and an additional $1.7 billion of 2026 capital spending, with no impact on its 2026 revenue guidance. Akamai also issued Anthropic a warrant for Series B preferred stock convertible into 7.7 million common shares, or up to about 5% of shares outstanding, with roughly 2% expected to vest under the current commitment and the remaining 3% tied to expansion.