Anthropic committed $11.6B over seven years to Akamai Cloud, for CPU workloads.

Akamai says the contractual commitment allows up to $9B more, about $20B total, and Anthropic receives a warrant for 7.7M Akamai shares at $111.33 each, roughly 2% vesting with the base commitment and about 3% more only if the expansion happens. (Akamai IR) The stated driver is growing CPU demand, not GPU, which is what agent workloads look like: tool calls, sandboxes, orchestration, all the non-inference compute around a model.