U.S. stocks movement | Anthropic's large order triggers surge, Akamai (AKAM.US) opens up over 14%

According to reports from Zhihu Finance APP, on Friday, Akamai (AKAM.US) opened sharply higher and, as of press time, was up over 14%. In the news, Akamai announced a significant expansion of its partnership with Anthropic, securing a seven-year contract commitment totaling $11.6 billion with the AI company, marking yet another large-scale deal in the field of AI computing infrastructure. This partnership will profoundly reshape Akamai's business structure. Amid expectations of substantial capital expenditure, the company's cloud computing revenue is expected to surge in the coming years and could soon surpass its traditional network security and content delivery businesses.

According to the announcement, Akamai will support Anthropic's rapidly growing CPU workload demands through its cloud division's distributed AI infrastructure and software. There is further potential for the partnership to expand. Akamai revealed that the deal allows for an additional expansion of up to $9 billion in collaboration in the future, with the potential total commitment reaching approximately $20 billion.