# Akamai Technologies: physical AI company

Canonical ID: `f8ea6c79-cea7-4515-9896-f3be87a31b99`

## Key facts

- **Anthropic $11.6B / 7-year cloud commitment (Sep 2026):** Company/SEC-stated ([company-stated](https://www.sec.gov/Archives/edgar/data/1086222/000119312526401048/d288154d8k.htm)): 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](https://www.sec.gov/Archives/edgar/data/1086222/000119312526401048/d288154d8k.htm)): 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](https://www.sec.gov/Archives/edgar/data/1086222/000119312526401048/d288154d8k.htm)): 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](https://www.akamai.com/company)).
- **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](https://www.akamai.com/)).

- **Slug:** akamai
- **Status:** public
- **HQ:** Cambridge, Massachusetts, USA

## Models

_No models registered._

## Supplies to

_No verified supply relationships on file. Supply-chain coverage is being added across the registry; check back as the seed populates this company's outbound edges._

_Outbound supply edges. Each appears when verified with at least two strong sources. Sources are append-only; corrections add new sources rather than rewrite history._

## Common questions

### What is Akamai Technologies?

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.

### What does Akamai Technologies make?

Akamai Technologies has no robot models recorded on the DEPLOY registry.

### Is Akamai Technologies publicly traded?

Yes. Akamai Technologies is publicly traded on public markets, per the DEPLOY registry.

### How can I invest in Akamai Technologies?

Akamai Technologies is publicly traded (public markets), so its shares can be bought through any broker.

### Where is Akamai Technologies headquartered?

Akamai Technologies is headquartered in Cambridge, Massachusetts, USA.

### Who owns Akamai Technologies?

Akamai Technologies is publicly held by its shareholders.

### Is Akamai Technologies a top robotics company?

On DEPLOY's intelligence score, which blends verified deployments, funding, hiring, media, safety, and IP signals, Akamai Technologies ranks in roughly the top 7% of companies tracked by the registry.


## Sources (4)

1. https://www.sec.gov/Archives/edgar/data/1086222/000119312526401048/d288154d8k.htm · 2026-09-24
2. https://www.globenewswire.com/news-release/2026/09/24/3368729/0/en/akamai-announces-11-6-billion-multi-year-agreement-with-anthropic-to-support-growing-demand.html · 2026-09-24
3. https://www.akamai.com/company
4. https://www.akamai.com/

## The verified answers

- [Which companies have the most robots deployed](/which-companies-have-the-most-robots-deployed.md)
- [Which operators run the most robots](/which-operators-run-the-most-robots.md)
- [Which robot operators cover the most countries](/which-robot-operators-cover-the-most-countries.md)

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