Anthropic宣布与云基础设施服务商Akamai达成一项为期七年的长期合作协议，承诺支付116亿美元用于云计算服务1。这一交易规模较今年5月份报道的18亿美元增长超过6倍，成为Akamai历史上最大的单笔交易1。根据协议安排，Akamai预计在2027年下半年开始产生150万至300万美元的收入，并计划在2028年末达到年均17亿美元的收入水平1。
作为交易的组成部分，Akamai向Anthropic发行认股权证，使其可购得约7700万股普通股，相当于公司流通股的约5%，行权价格为每股111.33美元1。其中约2%的认股权证在Anthropic进行首次付款后立即生效，其余权证与Anthropic的后续消费挂钩，每增加30亿美元的承诺消费将解锁约1%的权证1。该协议具有可扩展性，最高可扩展至200亿美元1。为支撑这一合作，Akamai预计投入约55亿美元用于相关产能建设1。消息公布后，Akamai股价在盘后交易中上涨17%1。
Anthropic has entered into a seven-year cloud infrastructure agreement with Akamai worth $11.6 billion, marking a significant expansion from an earlier arrangement reported in May that was valued at $1.8 billion.1 The deal represents the largest contract in Akamai's history.1
Under the agreement, Akamai expects to generate revenue of $1.5 million to $3 million beginning in the second half of 2027, scaling to an annual run rate of $1.7 billion by the end of 2028.1 The company plans to invest approximately $5.5 billion in capacity expansion to support the partnership.1 As part of the arrangement, Akamai will issue warrants to Anthropic for 77 million common shares, representing approximately 5% of outstanding stock at an exercise price of $111.33 per share.1 Approximately 2% of the warrants will become effective upon Anthropic's initial payment, with the remainder tied to subsequent spending; each additional $3 billion in commitments will unlock roughly 1% of the warrants.1 The agreement can be extended to $20 billion.1 Following the announcement, Akamai's stock rose 17% in after-hours trading.1
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