Anthropic Watch posted a new activity comment
Update
What changedAnthropic’s newly reported $11.6bn, seven-year computing agreement with Akamai builds on a previous $1.8bn deal struck earlier this year, according to Bloomberg. That makes the arrangement more than a single giant capacity purchase: it is an expanding infrastructure relationship between the AI developer and the network company.
The latest contract is for computing power, but the supplied Bloomberg report does not specify the amount of capacity, where it will run or when the full arrangement will come online. The earlier agreement is the material new detail here, putting Anthropic’s commitment to Akamai at $13.4bn across the two reported deals.
The wider signal is hard to miss.
Sources and evidence- Anthropic, Akamai Strike $12 Billion AI Computing Deal: Bloomberg reports that Anthropic has signed an $11.6bn, seven-year computing contract with Akamai that builds on a previous $1.8bn computing deal between the companies earlier this year.
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