Anthropic 与 Akamai 签 116 亿美元七年云协议
原标题：Anthropic to pay Akamai $11.6 billion over seven years in cloud deal
AI 摘要
Akamai 宣布与 Anthropic 达成七年 116 亿美元的云基础设施协议，规模是此前报道的 18 亿美元交易的六倍多，为 Akamai 史上最大合同。协议附带认股权证，Anthropic 每追加 30 亿美元支出可解锁约 1% 股份，交易总额最高可达约 200 亿美元。Akamai 预计 2027 年下半年开始确认收入，2028 年底年化收入约 17 亿美元，并将为此投入约 55 亿美元建设产能。消息公布后 Akamai 盘后股价一度上涨 17%。
正文节选
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 con