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Akamai’s $11.6B Deal With Anthropic Is Not a Cloud Contract – It Is an Equity Bet on the Model Layer

Akamai’s $11.6 billion, seven-year cloud infrastructure deal with Anthropic, announced September 24, 2026, signals a definitive shift in the AI ecosystem: infrastructure providers are no longer content to merely sell capacity.

Lena ParkForkast · September 25, 2026 · 8h ago

Forkast

Akamai’s $11.6B Deal With Anthropic Is Not a Cloud Contract – It Is an Equity Bet on the Model Layer

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