Akamai Technologies

Akamai rose more than five percent after the company announced a multibillion-dollar contract with AI provider Anthropic. The deal includes expanding compute capacity for AI models and an option allowing Anthropic to acquire up to a five percent stake in Akamai. The news was a major driver of the stock gains, while broader U.S. markets were also supported by falling oil prices and AI-related news. » More on n-tv.de

An $11.6 billion cloud contract between Anthropic and Akamai has sparked demand optimism for compute capacity and boosted shares of processor and chip-equipment makers. Analysts see traditional CPUs gaining importance, benefiting processor manufacturers such as Intel and AMD and suppliers like ASML, although no direct supply contract has been confirmed. Intel’s stock reacted modestly, while AMD and other suppliers posted gains; Akamai plans significant upfront investments in storage components. » More on finanzen.net

Anthropic and Akamai announced a seven-year, $11.6 billion expansion of their partnership to support Anthropic's growing CPU workload demands for the Claude chatbot. The deal builds on an earlier agreement and lifted Akamai shares sharply, underscoring Anthropic's intensifying hunt for compute capacity amid an agentic AI-driven CPU demand surge. The move reinforces sector momentum that is also benefiting chipmakers such as Intel and AMD. » More on cnbc.com