Anthropic ile Akamai Arasındaki 11,6 Milyar Dolarlık Bulut Anlaşması Türkiye ve Küreselde Nasıl İzlenecek

Kısaca

11,6 milyar dolarlık yedi yıllık bulut altyapısı anlaşması iş dünyasında dev yatırım olarak dikkat çekiyor; ödeme ve teslimat koşulları kilit piyasalara etkisi: gelir akışında artış ve rekabet baskısı

Ana mesele

Anthropic ile Akamai arasındaki bulut altyapısı anlaşması 11,6 milyar dolar değerinde

Ne değişti?

Anlaşmanın toplam değerinin 11,6 milyar dolar olması ve ödeme/performans koşulları

Beni nasıl etkiler?

Büyük ölçekli bulut altyapısı yatırımları akışını değiştirebilir

Ne oldu?

Anthropic, Akamai ile 11,6 milyar dolar değerinde yedi yıllık bulut anlaşması konusunda anlaşmaya vardı

Neden şimdi?

AI altyapısının büyümesiyle CPU ve bulut kapasitesi talebi yükseliyor

Neden önemli?

İki şirket için dev bir yatırım; sektöre referans olacak bir anlaşma

Kimler etkileniyor?

• Akamai hissedarları
• Anthropic çalışanları
• kurumsal müşteriler

Sektör ve piyasa etkisi

Bulut altyapısı ve yapay zeka ekosisteminde rekabet ve fiyatlandırma baskısı

Riskler

• Koşullara bağlı olarak sözleşmenin iptali/yeniden müzakere riski
• yüksek sermaye harcamaları nedeniyle nakit akışı etkisi

Takip edilmesi gerekenler

• Sözleşmenin teslimat performans raporları
• Gelecek dönem karlılık etkileri
• İlgili hisse ve bulut paydaşlarının yönelimleri

Haberin tamamı

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Image Credits: Weiquan Lin (opens in a new window) / Getty Images AI Anthropic to pay Akamai $11.6 billion over seven years in cloud deal Aditya Mehta 12:13 PM PDT · September 25, 2026 Anthropic will spend $11.6 billion over seven years on Akamai’s cloud infrastructure, Akamai said Thursday . That’s more than six times the size of a $1.8 billion deal between the two companies that Bloomberg reported in May. The commitment isn’t ironclad; according to Akamai’s securities filing , it depends on Akamai meeting certain delivery and service-availability requirements, and either company can end the agreement under certain conditions.

The deal is the largest in Akamai’s history and continues Anthropic’s compute gobbling-streak . It also represents a bet on a less-hyped corner of AI infrastructure: CPUs. Demand for CPUs, the general-purpose chips that handle work like running code and browsing the web, has grown as AI agents take on more tasks, though Akamai didn’t say what Anthropic will use them for.

Akamai won’t see revenue from the deal this year. On an investor call Thursday, executives said they expect $150 million to $300 million in 2027, starting in the second half, with revenue reaching an annual pace of about $1.7 billion by the end of 2028.

To build out the capacity, Akamai expects to spend about $5.5 billion. It is also adding about $1.7 billion to this year’s capital spending to buy components such as memory in advance.

As part of the deal, Akamai issued Anthropic a warrant, essentially the right to buy shares at a set price, for nonvoting preferred stock convertible into 7.7 million common shares, or up to about 5% of the company’s outstanding stock, at $111.33 a share. About 2% is expected to vest, or become available to Anthropic once it makes its first payment under the deal. The rest is tied to Anthropic spending more. Each additional $3 billion it commits to Akamai’s cloud services unlocks roughly another 1%, so the deal could grow by as much as $9 billion, to about $20 billion in total.

It’s the first time Akamai has attached a warrant to a cloud deal, and the contract is the largest in company history, Bloomberg reported .

The warrant flips the more common pattern in circular AI deals , in which suppliers — chipmakers and cloud providers — invest directly in the AI labs that buy their products. Here, the supplier is instead giving its customer a potential stake, one that grows as Anthropic’s spending with Akamai does. AMD used a similar structure with OpenAI last year, tying warrants to chip-purchase milestones.

Anthropic is no stranger to such arrangements. Amazon , Google , Microsoft, and AMD have all invested or agreed to invest in the company while selling it chips or cloud capacity. CEO Dario Amodei told The New York Times last December that Anthropic does not participate in these deals at the “same scale as some other players.”

Akamai shares rose as much as 17% in after-hours trading on Thursday, The Wall Street Journal reported .

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Kaynaklar

• TechCrunch