# Akamai and Anthropic's $11.6B AI Edge Deal

> Akamai's $11.6 billion seven-year deal with Anthropic to run AI workloads at the edge could reshape cloud infrastructure.
- Title: Akamai and Anthropic's $11.6B AI Edge Deal · Futuriom
- Summary: Akamai's $11.6 billion seven-year deal with Anthropic to run AI workloads at the edge could reshape cloud infrastructure. Akamai's edge AI deal with…
- Keywords: akamai, anthropic, cis, edge ai, amd, helios, jabil, lenovo, capex, nvidia, cloudflare, fastly
- Source: Futuriom — https://futuriom.com/articles/news/akamais-anthropic-deal-highlights-ai-at-the-edge/2026/09
- Read time: 2 min
- Topics: akamai, anthropic, cis, edge ai, amd, helios, jabil, lenovo, capex, nvidia, cloudflare, fastly
## Akamai-Anthropic Deal
Akamai struck an $11.6 billion seven-year deal with Anthropic to run CPU-based AI workloads on its distributed infrastructure.

> The deal could be a life-changer for Akamai, given the current trend toward edge-based compute for AI.
## Warrant Shares
Anthropic gets a warrant to buy 7.7 million shares, about 5% of Akamai's outstanding shares, in four tranches.
## Tranche Details
First tranche of 40% shares delivered upon Anthropic's first payment; remaining tranches vest based on $3 billion in services per tranche.
## CIS Growth
Akamai's CIS services grew 39% year-over-year to 9% of Q2 2026 revenue, generating $2.8 billion in multiyear contracts.
## Security Segment
Akamai's security segment grew 10% and accounted for 55% of Q2 2026 revenue, while traditional CDN revenue fell 6%.
## Global Network
Akamai's CDN business built a network with 4,000 points of presence across 700 cities and 130 countries.
## Edge AI Trend
Edge compute is becoming critical for AI inference and agentic applications, with competitors like Cloudflare and Fastly also moving into edge AI.
## AMD Helios
AMD's Helios rack-scale solution, which includes GPUs, CPUs, and DPUs, is gaining traction among hyperscalers and enterprises.
## AMD-Anthropic Deal
AMD and Anthropic have a multi-year engineering collaboration, with Anthropic committing to buy Helios solutions.
## Lenovo Agreement
Akamai signed a seven-year deal with Lenovo, an early OEM for AMD Helios solutions.
## Capital Spending
Akamai needs $5.5 billion in capital expenditures to support the Anthropic deal, with $1.7 billion already allocated to Jabil.
## Power Requirements
The project requires 95-105 MW of power, sourced from existing colocation providers, not new builds.
## Revenue Timeline
Akamai won't see revenue from the deal until 2028, with $1.7 billion in annual recurring revenue expected.
## Investor Reaction
Shares rose 20% after announcement but dropped 2.84% by Monday due to capital spending concerns.
## Key takeaway

Akamai's edge AI deal with Anthropic offers potential $1.7B annual revenue by 2028 but requires $5.5B in capital spending.