{"id":"f8ea6c79-cea7-4515-9896-f3be87a31b99","name":"Akamai Technologies","slug":"akamai","description":"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.","status":"public","founded":null,"hq":"Cambridge, Massachusetts, USA","hqLat":null,"hqLng":null,"hqGeocodedAt":null,"hqAddress":null,"hqPrecision":null,"website":"akamai.com","fundingTotal":null,"type":"infrastructure","roles":[],"reviewStatus":"reviewed","heatIndex":0,"lifecycleState":"active","supersededByCompanyId":null,"sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1086222/000119312526401048/d288154d8k.htm","title":"Akamai Technologies, Inc. Form 8-K (Anthropic Project Plans, Warrant, Jabil Build Request)","sourceName":"SEC EDGAR (Akamai 8-K)","publishedAt":"2026-09-24"},{"url":"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","title":"Akamai Announces $11.6 Billion Multi-year Agreement with Anthropic to Support Growing Demand","sourceName":"GlobeNewswire (Akamai press)","publishedAt":"2026-09-24"},{"url":"https://www.akamai.com/company","title":"About Us: Security, Compute, and Delivery Solutions","sourceName":"Akamai"},{"url":"https://www.akamai.com/","title":"Akamai Home","sourceName":"Akamai"}],"keyFacts":[{"label":"Anthropic $11.6B / 7-year cloud commitment (Sep 2026)","value":"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"},{"label":"Anthropic warrant up to ~5% of Akamai (Sep 2026)","value":"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"},{"label":"Jabil ~$1.7B memory consignment authorization (Sep 2026)","value":"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"},{"label":"Security, compute, and delivery platform framing (company about)","value":"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)).","sourceUrl":"https://www.akamai.com/company"},{"label":"Product pillars on public site (company home)","value":"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/)).","sourceUrl":"https://www.akamai.com/"}],"aliases":["Akamai","AKAM","Akamai Technologies, Inc.","Akamai Cloud"],"collisionRisk":"low","reviewNote":null,"atsProvider":null,"atsSlug":null,"factoryLocations":null,"manufacturingCapacity":null,"orgType":null,"burnSignal":null,"litigationEvents":null,"insurancePostureDisclosed":null,"unitEconomicsDisclosed":null,"tickerSymbol":null,"stockExchange":null,"secCik":null,"revenueUsd":null,"revenueBasis":null,"revenueAsOf":null,"employeeCount":null,"employeeCountBasis":null,"employeeCountAsOf":null,"marketCapUsd":null,"marketCapAsOf":null,"marketCapSource":null,"createdAt":"2026-09-25T02:00:25.442Z","updatedAt":"2026-09-29T22:30:44.647Z","jsonLd":{"@context":"https://schema.org","@type":"Organization","@id":"https://registry.deploy.report/companies/akamai","url":"https://registry.deploy.report/companies/akamai","name":"Akamai Technologies","alternateName":["Akamai","AKAM","Akamai Technologies, Inc.","Akamai Cloud"],"description":"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.","identifier":"f8ea6c79-cea7-4515-9896-f3be87a31b99","address":"Cambridge, Massachusetts, USA","publisher":{"@id":"https://deploy.report/#organization"}},"framework_metadata":{"framework_schema_version":"0.1.0","verification_status":"verified","maturity_stage":null,"lifecycle_state":null,"architectural_position":{"cohort":null,"sub_cohorts":[]},"within_cohort_verified_vs_claimed_pair":null,"cap_flags":[],"verification_depth":{"sources_count":4,"primary_source_types":["primary-sec-filing"]}}}