Anthropic to pay Akamai $11.6 billion over seven years in cloud deal
THE SO WHAT
$11.6 billion over seven years on Akamai CPUs—potentially $20 billion with incentives—confirms that top labs are locking in vertically differentiated compute, not just renting generic GPU time. If you’re building on a single cloud or single model vendor, revisit your concentration risk assumptions; the supply chain you depend on is being pre-allocated at decade scale.
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