#Anthropic11.6BCPUDeal

‏‎84.7 ألف‏ من المشاهدات|‏‎115‏ منشور

About Anthropic11.6BCPUDeal

Anthropic has signed a seven-year cloud agreement with Akamai worth about $11.6 billion to support rising CPU demand, with scope to expand by up to $9 billion. Akamai expects around $5.5 billion in related capital spending and plans to secure key components, including memory, early. Anthropic is also reportedly seeking up to 1 GW of data-center capacity. Will more deals confirm that AI demand is spreading beyond GPUs into CPUs, storage and cloud infrastructure?

Anthropic11.6BCPUDeal المنشورات الشائعة

Gangnam 豪豪
Gangnam 豪豪
🔥 OKX launches Pre-IPO X-Perps! OKX has announced X-Perps for Anthropic and OpenAI, giving eligible EEA users access to trade perpetual contracts linked to these private companies before any public listing. 🛡️ OKX Shield expands security Eligible European users can receive up to €500,000 in account-takeover protection, depending on VIP level and security requirements. ⚡ More X-Perps added OKX recently listed METUSD, ARUSD and COREUSD, following FLOCKUSD, MINAUSD and CASHCATUSD. $BTC #FedHike
Investors.com
Investors.com
No Nvidia Needed: Akamai Lands $11.6 Billion Anthropic AI Deal
TFTC
TFTC
Anthropic's seven co-founders own ~14% of the company but want 50.1% of the shareholder vote through special shares. A "Long-Term Benefit Trust" with zero equity can elect a majority of the board. Google, Meta, and Snap founders had dual-class control too, but they owned 28-36% at IPO. This is a different animal. h/t @matthew_sigel
MT Newswire
MT Newswire
أعلى الرابحين في منتصف النهار
02:36 م بتوقيت شرق الولايات المتحدة، 25/09/2026 (MT Newswires) -- قالت شركة Akamai Technologies (AKAM) في وقت متأخر من يوم الخميس إنها وقعت التزامًا بقيمة 11.6 مليار دولار مع Anthropic لدعم طلبات عبء عمل وحدة المعالجة المركزية الخاصة بها باستخدام بنية Akamai Cloud التحتية. ارتفعت الأسهم بأكثر من 6% مع ارتفاع حجم التداول خلال اليوم إلى أكثر من 26.0 مليون من متوسط يومي يقارب 3.6 مليون. اتفقت Fathom (FTHM) وNeighborhood Intelligence (NXH) على استبدال اتفاقية الاندماج في يونيو باتفاقية معاد هيكلتها
MSB Intel
MSB Intel
BREAKING: Akamai signs an $11.6 billion seven year deal with Anthropic to power its AI infrastructure and CPU workloads.
matthew sigel, recovering CFA
matthew sigel, recovering CFA
Anthropic’s 7 co-founders reportedly own ~14% of the company, roughly 2% each. They’re seeking 50.1% of the voting power. This kind of control has precedent, but those founders generally came public owning much more of their companies. Page and Brin owned ~32% of Google at IPO, Zuckerberg ~28% of Facebook, and Spiegel and Murphy ~36% of Snap. They all still have majority voting control. (For context, a recent dataset of 79 dual-class VC-backed IPOs shows only 15% gave the CEO majority voting power, with a median voting power of 18%.) Then Anthropic adds another layer: Long-Term Benefit Trust, an "independent group" created to protect the company’s public-benefit mission, owns zero equity but can still elect a majority of the board. The Trust has roots in the Effective Altruism/AI safety world. Needless to say, controversial. So public investors may own ~86% of the economics while the founders control the shareholder vote and a "mission-driven trust" controls the board. Hard to believe this structure doesn’t cost Anthropic some multiple.
cbspears ◉
cbspears ◉
Cipher Digital reveals $9B AI deal & Nscale's $35B IPO
Roger
Roger
Anthropic and OpenAi now have $2.5 trillion of off balance sheet debt. 7% of the National Debt Roughly as much as $GOOG $META $AMZN $MSFT and $ORCL combined
Roger
Roger
Moody’s We have growing concerns about the $3 trillion of hyperscaler commitments (and $2.5 trillion of LLM operators) that have not yet hit balance sheets while relying on future RPO that is largely circular in nature between the companies. $ORCL $CRWV $SPCX $META $NBIS
CNBC
CNBC
Stocks making the biggest moves midday: Akamai Technologies, Genius Sports, People Inc & more
Bloomberg
Bloomberg
Nscale, a developer of AI data centers that counts Nvidia and Microsoft among its partners, raised $3.36 billion in a pre-IPO financing round