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The Markets Desk — Week 46 · Wed 11 Nov 2026
Compute / the Ledger · 1 deal

Who is paying whom for compute.

Every deal dated, typed in plain words, and linked to the document it comes from.

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The LedgerRead against its source

Deals with Akamai as a party. Akamai’s page · Show every party

Compute deals, newest first
AnnouncedDealPartiesTypeValueTermsSource
24 Sept 2026Anthropic commits $11.6B over seven years to Akamai Cloud for CPU workloads; Akamai issues Anthropic a warrant for up to ~5%SignedWarrant 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).Capacity contract$11.6B$11.6B contractual commitment; potential expansion of up to $9B more (~$20B total).7 yearsAkamai 8-K Ex. 99.1, 2026-09-24Regulatory filing

chip named on 0 of 1 · term on 1 · price on 0

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How the Ledger is kept

  • Every row is a deal read in its source, and links to that source.
  • Every row says what kind of document it comes from: a regulatory filing, the company’s own release, an earnings call, or a news report. A news report stays a news report until a filing confirms it.
  • Values are the headline figures as the parties disclosed them, in US dollars, unadjusted. “Undisclosed” means they did not say.
  • The end date is the start plus the term, worked out here — it is not a reported figure.
  • Facts only. The Ledger holds no view on any deal.