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Artificial intelligence startup Anthropic has signed a $1.8 billion, seven-year cloud infrastructure agreement with Akamai Technologies to secure compute capacity for its large models, media and filings reported May 8-9.
Akamai initially disclosed a long-term pact with an unnamed “frontier model provider” in its earnings; Reuters and Bloomberg later identified Anthropic.
The contract — the largest in Akamai’s history — powered a roughly 25–28% jump in Akamai shares, its biggest one-day gain in decades.
Akamai expects revenue from the commitment to start in the fourth quarter of 2026, contributing an estimated $20–25 million that period.
The deal complements Anthropic’s expanding compute footprint, which includes recent arrangements with SpaceX and multiple cloud and chip providers, as the company grapples with surging demand for Claude.
For Akamai, the agreement validates its shift from legacy CDN services toward cloud and AI infrastructure after the Linode acquisition and GPU investments; both companies declined detailed comment.







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