Eleven Point Six Billion Dollars and a Five Percent Warrant: Why Anthropic Is Buying CPUs From Akamai, September 27, 2026

Eleven Point Six Billion Dollars and a Five Percent Warrant: Why Anthropic Is Buying CPUs From Akamai, September 27, 2026 Anthropic has committed 11.6 billion dollars over seven years to Akamai for CPU cloud capacity, with an option to add 9 billion more and a warrant for up to 5 percent of Akamai's stock. Rick and Laura unpack why AI agents are driving a surge in demand for ordinary processors, how the equity warrant flips the usual buyer and supplier relationship, and what Wall Street and ...