DEPLOYDatabase

Company

Akamai Technologies

akamai.com

Akamai Technologies (NASDAQ: AKAM) operates a global cloud and edge platform spanning thousands of points of presence.

Track Akamai Technologies
HQ
Cambridge, Massachusetts, USA
Status
public

Overview

Akamai Technologies (NASDAQ: AKAM) operates a global cloud and edge platform spanning thousands of points of presence. Tracked here after its Sep 24 2026 disclosure of an expanded ~$11.6B / seven-year Anthropic cloud commitment (with warrant and related supply-chain CapEx), relevant to AI CPU / agent workload infrastructure.

Verified record

Verified deployments
None on file
Active incidents
None on file

Key facts

Anthropic $11.6B / 7-year cloud commitment (Sep 2026)

Company/SEC-stated (company-stated): on Sep 18 2026 Akamai and Anthropic entered Project Plan 2 and Project Plan 3 under their May 5 2026 Master Services Agreement for dedicated cloud capacity and managed support. Anthropic committed to pay approximately $11.6B in aggregate over an initial seven-year term per plan (subject to termination and delivery/availability conditions). Press release frames support for Anthropic CPU workload growth on Akamai Cloud. Expansion option up to an additional $9B (~$20B potential total) per Akamai press. CapEx related to the $11.6B commitment estimated ~$5.5B; ~$1.7B increase in 2026 CapEx to pre-purchase supply-chain components including memory; no impact to 2026 revenue guidance

Anthropic warrant up to ~5% of Akamai (Sep 2026)

Company/SEC-stated (company-stated): Akamai issued Anthropic a warrant for up to 387,051 shares of Series B non-voting convertible preferred (initially convertible into 7,741,020 common shares, ~5% of common outstanding on an as-converted basis). Press cites ~$111.33 exercise price per common share equivalent. Vesting: first ~40% (~2% of common) tied to the initial commitment / first Project Plan 3 payment; remaining ~3% in ~1% increments per each additional $3B of contractual value (up to +$9B). Cap: warrant capacity, not issued common; subject to conditions in the Warrant Agreement

Jabil ~$1.7B memory consignment authorization (Sep 2026)

SEC-stated (company-stated): on Sep 24 2026 Akamai authorized Jabil under their existing MSA/SOW to purchase approximately $1.7B of memory components, with Akamai paying corresponding supplier invoices on receipt; Jabil holds unused components on consignment as bailee and repurchases at cost as used. Related to supporting the Anthropic cloud build. Separate Lenovo hardware SOW also disclosed in the same 8-K but not expanded here

Security, compute, and delivery platform framing (company about)

Akamai describes itself as powering and protecting life online for over 25 years through security solutions, full-stack cloud computing on a distributed cloud platform, and content delivery on a global edge network. Treat scale and capability claims as company-stated (Akamai).

Product pillars on public site (company home)

Akamai's public site organizes offerings around cloud computing, security, and content delivery, framing a distributed cloud computing platform and edge network for application performance, reliability, and security. Treat marketing claims as company-stated (Akamai).

Data & sources

Company filings

1

Web sources

3

4 sources backing this record.View all →

Safety record

No incidents on record for Akamai Technologies.

Only active incidents are counted. Retracted incidents are excluded from this summary but remain reachable at their canonical URLs.

Full safety record: incidents, sourcing, and exposure data →

Recent coverage

Akamai Technologies in third-party press

Anthropic Seeks Founder Voting Control Ahead of IPO, Signs $11.6B Akamai Compute Deal as Amodei Heads to White House

Sep 28, 2026

Anthropic to pay Akamai $11.6 billion over seven years in cloud deal

Sep 25, 2026

Anthropic Goes Big on Compute, Microsoft Rethinks AI

Sep 25, 2026