Anthropic signs $1.8 billion seven-year cloud infrastructure services deal with Akamai Technologies
Type: Supply Agreement · Technology: Data Center · Country: United States · Value: $1.8B · Announced: 2026-05-04
AI lab Anthropic entered into a landmark seven-year, $1.8 billion supply agreement with Akamai Technologies for cloud infrastructure services, marking the largest customer deal in Akamai's history. The contract was disclosed during Akamai's Q1 2026 earnings call on May 4, 2026, where CEO Frank Thomson Leighton described it as a 'commitment for our cloud infrastructure services by a leading frontier model company' without naming Anthropic. Akamai's Cloud Infrastructure Services revenue reached $95 million in Q1 2026, up 40% year-on-year, contributing to the company's $1.074 billion total revenue. Following the announcement, Akamai's shares surged 27% the next trading day, reflecting investor confidence in the deal's strategic significance. Anthropic has rapidly expanded its cloud capacity in 2026, including a prior $200 million deal with Akamai for Nvidia Blackwell RTX Pro 6000 Server Edition clusters and a separate agreement to lease the entirety of SpaceX-xAI's Colossus 1 data center with 220,000 Nvidia GPUs.