#Anthropic11.6BCPUDeal

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About Anthropic11.6BCPUDeal

Anthropic has signed a seven-year cloud agreement with Akamai worth about $11.6 billion to support rising CPU demand, with scope to expand by up to $9 billion. Akamai expects around $5.5 billion in related capital spending and plans to secure key components, including memory, early. Anthropic is also reportedly seeking up to 1 GW of data-center capacity. Will more deals confirm that AI demand is spreading beyond GPUs into CPUs, storage and cloud infrastructure?

Anthropic11.6BCPUDeal Oblíbené příspěvky

Gangnam 豪豪
Gangnam 豪豪
🔥 OKX launches Pre-IPO X-Perps! OKX has announced X-Perps for Anthropic and OpenAI, giving eligible EEA users access to trade perpetual contracts linked to these private companies before any public listing. 🛡️ OKX Shield expands security Eligible European users can receive up to €500,000 in account-takeover protection, depending on VIP level and security requirements. ⚡ More X-Perps added OKX recently listed METUSD, ARUSD and COREUSD, following FLOCKUSD, MINAUSD and CASHCATUSD. $BTC #FedHike
Investors.com
Investors.com
No Nvidia Needed: Akamai Lands $11.6 Billion Anthropic AI Deal
TFTC
TFTC
Anthropic's seven co-founders own ~14% of the company but want 50.1% of the shareholder vote through special shares. A "Long-Term Benefit Trust" with zero equity can elect a majority of the board. Google, Meta, and Snap founders had dual-class control too, but they owned 28-36% at IPO. This is a different animal. h/t @matthew_sigel
MT Newswire
MT Newswire
Největší denní zisky
02:36 PM EDT, 25.09.2026 (MT Newswires) -- Akamai Technologies (AKAM) uvedla ve čtvrtek pozdě večer, že podepsala závazek ve výši 11,6 miliardy dolarů s Anthropic na podporu svých požadavků na CPU workload pomocí infrastruktury Akamai Cloud. Akcie vzrostly o více než 6 %, když objem intradenního obchodování vzrostl na více než 26,0 milionu z denního průměru přibližně 3,6 milionu. Fathom (FTHM) a Neighborhood Intelligence (NXH) se dohodly na nahrazení své červnové dohody o fúzi restrukturalizovan
MSB Intel
MSB Intel
BREAKING: Akamai signs an $11.6 billion seven year deal with Anthropic to power its AI infrastructure and CPU workloads.
matthew sigel, recovering CFA
matthew sigel, recovering CFA
Anthropic’s 7 co-founders reportedly own ~14% of the company, roughly 2% each. They’re seeking 50.1% of the voting power. This kind of control has precedent, but those founders generally came public owning much more of their companies. Page and Brin owned ~32% of Google at IPO, Zuckerberg ~28% of Facebook, and Spiegel and Murphy ~36% of Snap. They all still have majority voting control. (For context, a recent dataset of 79 dual-class VC-backed IPOs shows only 15% gave the CEO majority voting power, with a median voting power of 18%.) Then Anthropic adds another layer: Long-Term Benefit Trust, an "independent group" created to protect the company’s public-benefit mission, owns zero equity but can still elect a majority of the board. The Trust has roots in the Effective Altruism/AI safety world. Needless to say, controversial. So public investors may own ~86% of the economics while the founders control the shareholder vote and a "mission-driven trust" controls the board. Hard to believe this structure doesn’t cost Anthropic some multiple.
cbspears ◉
cbspears ◉
Cipher Digital reveals $9B AI deal & Nscale's $35B IPO
Roger
Roger
Anthropic and OpenAi now have $2.5 trillion of off balance sheet debt. 7% of the National Debt Roughly as much as $GOOG $META $AMZN $MSFT and $ORCL combined
Roger
Roger
Moody’s We have growing concerns about the $3 trillion of hyperscaler commitments (and $2.5 trillion of LLM operators) that have not yet hit balance sheets while relying on future RPO that is largely circular in nature between the companies. $ORCL $CRWV $SPCX $META $NBIS
CNBC
CNBC
Stocks making the biggest moves midday: Akamai Technologies, Genius Sports, People Inc & more
Bloomberg
Bloomberg
Nscale, a developer of AI data centers that counts Nvidia and Microsoft among its partners, raised $3.36 billion in a pre-IPO financing round