Akamai to Take Anthropic $11.6 Billion Cloud Commitment
The cybersecurity and cloud computing company said a seven-year contract will fund Anthropic’s rising CPU workloads on Akamai Cloud’s distributed AI infrastructure.
Akamai Technologies, Inc. (AKAM) said Anthropic has committed $11.6 billion over seven years to use Akamai Cloud’s distributed AI infrastructure and software as the AI company’s CPU workload demands accelerate.
The agreement is a multi-year contractual commitment rather than a one-off purchase, and Akamai framed it as support for Anthropic’s CPU workloads on its cloud platform.
“Anthropic is advancing the AI revolution, and we are thrilled they chose Akamai’s capabilities for building and operating AI infrastructure at scale,” said Dr. Tom Leighton, co-founder and CEO of Akamai.
The deal sits on a run of large, long-duration AI infrastructure contracts that Akamai has already disclosed. In May, the company said a leading U.S. frontier model provider had committed $1.8 billion over seven years for Cloud Infrastructure Services, a line it then described as further validation of its role as an infrastructure provider in the AI economy.
That May disclosure came with first-quarter results in which Cloud Infrastructure Services revenue was $95 million, up 40% year over year, while overall revenue was $1.074 billion.
The Anthropic commitment is larger than that earlier seven-year CIS contract and is tied specifically to CPU workloads rather than an unnamed frontier-model customer. Akamai did not disclose an exchange ratio, cash-versus-stock mix, or a closing date for the Anthropic arrangement.
Sector peers have been booking similar multi-year AI compute and hosting deals. CoreWeave announced an expanded agreement with Meta of approximately $21 billion through December 2032. TeraWulf said a 20-year Anthropic lease at its Justified Data campus in Hawesville, Kentucky, is expected to generate about $19 billion of contracted revenue over the initial term, with initial capacity slated for the second half of 2027 and a ramp to 401 MW by early 2028.
Akamai’s new Anthropic contract extends that same pattern of long-horizon, large-ticket AI infrastructure commitments into its distributed cloud stack, with the company pointing to CPU demand as the workload the seven-year spend is meant to cover.