B · Normal
[Anthropic’s big order detonated the stock price, and U.S. stock AKAM soared over 14% at the opening] On September 25, AKAM (AKAM.US) jumped short and opened higher. As of press time, the price rose by more than 14%. On the news, Akme announced that it has significantly expanded its cooperation with Anthropic and obtained a seven-year contract commitment from the AI company totaling US$11.6 billion, marking the completion of another huge deal in the field of AI computing infrastructure. This cooperation will profoundly reshape Akamai's business structure. Amid expectations of huge capital expenditures, the company's cloud computing business revenue is expected to surge in the next few years and may soon surpass its traditional cybersecurity and content distribution businesses. According to the announcement, Akemi will support Anthropic's rapidly growing CPU workload needs through its cloud business's distributed AI infrastructure and software. There is still room for further expansion of cooperation between the two parties. Acme disclosed that this transaction allows for an additional expansion of cooperation of up to US$9 billion in the future, with a potential total commitment size of approximately US$20 billion.
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