Anthropic, Akamai Announce $11.6 Billion CPU Deal Over 7 Years
Updated
Updated · CNBC · Sep 25
Anthropic, Akamai Announce $11.6 Billion CPU Deal Over 7 Years
3 articles · Updated · CNBC · Sep 25
Summary
$11.6 billion is the size of Anthropic and Akamai's new seven-year commitment, expanding an earlier partnership to handle Anthropic's accelerating CPU workload demand.
Akamai shares jumped nearly 20% after the announcement, signaling investor enthusiasm for AI infrastructure spending beyond the better-known GPU buildout.
The deal highlights a broader CPU revival tied to agentic AI, with the report also pointing to spillover benefits for chipmakers such as Intel and AMD.
That demand wave is spreading across the AI hardware stack, with Micron due to report next week as analysts argue memory remains in a supercycle through 2027.