The next thing your endpoint manager manages is an AI agent
THE SO WHAT
Gartner’s forecast—task agents in 40% of enterprise apps by year‑end—means your endpoint inventory is about to include semi‑autonomous code, not just binaries. Security and IT should treat agents as first‑class managed entities this quarter: identity, permissions, logging, and kill switches.
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LLM demand is now underwriting alternative cloud-scale providers—$11.6B over seven years plus equity optionality turns Akamai into a serious AI infra counterweight. If you’re a large AI buyer, this is a template: trade long-term spend commitments for better economics and strategic influence.
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White House asks OpenAI and Anthropic to hold new models from UK testers until US review, sources say.
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Applied AIAnthropic signs $11.6bn Akamai cloud deal and gets warrant for 5% of Akamai
The $11.6B, seven-year Akamai deal—expandable to ~$20B—plus a warrant for 7.7M shares shows labs are locking in infra with equity-style upside, not just volume discounts. If you’re a cloud or colo provider, expect large AI customers to negotiate for cap table exposure alongside capacity.