Akamai – The Cybersecurity Specialist Becomes the Hidden AI Infrastructure Winner!

I am currently observing a trend that truly surprises me: Traditional infrastructure and security providers are becoming computing power suppliers for the AI industry, as the demand for CPUs and data center capacity is growing faster than the established cloud giants can deliver. This is exactly where Akamai steps in. Akamai has now secured the largest single contract in its company's history with Anthropic: a seven-year contract worth $11.6 billion for CPU access, supplemented by a warrant for Anthropic preferred shares. For me, this is a testament...