Anthropic has committed to purchase at least $11.6 billion of cloud services from $AKAM Akamai over the next seven years, with an option to expand the relationship by another $9 billion, bringing the potential total to roughly $20.6 billion. A simple average would imply: $11.6B ÷ 7 ≈ $1.66B per year Of course, actual revenue recognition will not be evenly distributed, and Akamai has already said that the agreement does not change its 2026 revenue guidance. But relative to Akamai’s current scale, this is still a very large contract. Akamai generated roughly $1.10 billion of revenue in Q2 2026, while its full-year revenue guidance is around $4.45–4.53 billion. So an $11.6 billion contracted commitment is clearly meaningful for $AKAM. The more interesting point is what Anthropic is actually
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