Updated
Updated · CNBC · Sep 25
Akamai Jumps 21% on $11.6 Billion Anthropic Deal and 7-Year Power Contract
Updated
Updated · CNBC · Sep 25

Akamai Jumps 21% on $11.6 Billion Anthropic Deal and 7-Year Power Contract

3 articles · Updated · CNBC · Sep 25

Summary

  • Akamai shares surged more than 21% in premarket trading after the cloud company unveiled a seven-year power contract and an $11.6 billion deal with Anthropic.
  • Anthropic also received a warrant to buy up to roughly 5% of Akamai shares at an exercise price of $111.33 each, tying the AI startup more closely to the company.
  • The move made Akamai the standout premarket gainer in CNBC's roundup, far outpacing smaller moves in names including Synopsys, Nike and Costco.
  • The deal underscores how AI-linked agreements are driving sharp market reactions for infrastructure and cloud providers tied to rising computing demand.

Insights

Will Anthropic’s massive $11.6 billion deal with Akamai trigger a dangerous power grid crisis before delivering real AI profits?
Is ditching reliable legacy software for high-margin AI design the ultimate growth hack, or a massive gamble for Synopsys?
Can booming running shoe sales save Nike from a multi-year revenue collapse, or is the apparel giant facing permanent decline?