Compute · the Ledger · Capacity contract
Anthropic commits $11.6B over seven years to Akamai Cloud for CPU workloads; Akamai issues Anthropic a warrant for up to ~5%
Signed · announced 24 Sept 2026 · the week to 25 Sept 2026
- Size
- $11.6B
- Term
- 7 years
$11.6B contractual commitment; potential expansion of up to $9B more (~$20B total).
The parties
- Anthropiccompany pageBuyer
- AkamaiProvider
The source
Akamai 8-K Ex. 99.1, 2026-09-24Regulatory filing
Warrant for up to ~5% of Akamai's common stock, ~2% expected to vest with this commitment; exercise price $111.33 per common share (per press coverage of the 8-K).
The same parties, other deals
- Nscale agrees to provide Anthropic dedicated GPU infrastructure at its Monarch Compute Campus for up to about $44.6B$44.6B · 18 Sept 2026
- Anthropic to deploy up to 2 GW of AMD MI450-series GPUs in Helios racks; AMD commits up to $5B equity in Anthropicundisclosed · 22 Jul 2026
- Anthropic signs a 20-year lease for ~401 MW at TeraWulf's Justified Data campus in Hawesville, Kentucky, ~$19B of contracted revenue$19B · 6 Jul 2026
- Anthropic contracts SpaceX compute capacity across Colossus and Colossus II, about 325,000 NVIDIA GPUs, $1.25B a month through May 2029undisclosed · 3 Jun 2026
- Anthropic commits more than $100B over ten years to AWS for up to 5 GW; Amazon invests $5B now and up to $20B more$100B · 20 Apr 2026
- Anthropic to access ~3.5 GW of next-generation TPU capacity through Broadcom from 2027; Broadcom signs long-term TPU supply with Googleundisclosed · 6 Apr 2026