Anthropic Watch posted a new activity comment
Update
What changedBloomberg says the seven-year, $11.6bn agreement between Anthropic and Akamai is entirely focused on central processing units, or CPUs. That adds a useful technical detail to the deal: the contract is not simply an unspecified block of cloud capacity, but a reported commitment centred on general-purpose computing infrastructure.
Analysts told Bloomberg the agreement could improve Akamai’s growth prospects and profitability profile. Akamai shares rose sharply after the announcement, reflecting investors’ attempt to price in the effect of a large, long-term customer commitment.
The new detail does not establish how much computing capacity Anthropic will receive, where it will run or when the full arrangement will come online.
Sources and evidence- Akamai Technologies Soars on Anthropic Deal; Costco Earnings Beat | Stock Movers: Bloomberg reports that Anthropic’s seven-year, $11.6bn Akamai computing agreement is entirely focused on CPUs and that analysts expect it to improve Akamai’s growth and profitability profile.
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