Anthropic公司与Akamai签署了一份为期七年、总价值116亿美元的协议，根据Akamai周四在美国市场收盘后的公告，双方将使用Akamai的云基础设施。该协议的总金额还有可能进一步增加90亿美元，从而达到约200亿美元。
Anthropic has signed an $11.6bn, seven-year agreement to use Akamai’s cloud infrastructure, Akamai announced after the US market closed on Thursday. The deal can grow by a further $9bn, which would take the total to about $20bn.
作为协议的一部分，Akamai向Anthropic授予了770万股股票的认股权证，这些股票按转换后的比例计算，约占Akamai普通股总数的5%。认股权证的行权价格为111.33美元，其形式为无投票权的B系列可转换优先股。其中约2%的认股权证与最初的116亿美元合作金额相关；剩余的3%认股权证仅在业务扩展的情况下才会生效，具体而言：每增加30亿美元的服务收入，就会相应地解锁2%的认股权证。
As part of the deal, Akamai issued Anthropic a warrant for 7.7 million shares on an as-converted basis, about 5% of its common stock. The exercise price is $111.33. The warrant takes the form of non-voting convertible Series B preferred stock. About 2% vests with the $11.6bn commitment. The remaining 3% vests only if the expansion happens, at 1% for every $3bn of extra services.
据彭博社记者Lynn Doan报道，Akamai将为Anthropic提供中央处理单元（CPU）等资源。这项新协议是在双方今年5月签署的18亿美元合作协议的基础上进一步拓展的。根据彭博社的数据，Akamai的股价在收盘后上涨了17%，达到129.60美元。
Akamai will supply Anthropic with access to central processing units (CPUs), Bloomberg’s Lynn Doan reported. The contract builds on a $1.8bn deal the two companies signed in May. Akamai shares rose as much as 17% in late trading, to $129.60, according to Bloomberg.
Akamai的首席执行官兼联合创始人Tom Leighton表示：“Anthropic正在推动人工智能革命的发展，我们非常高兴他们选择使用Akamai的技术来构建和运营大规模的人工智能基础设施。”
“Anthropic is advancing the AI revolution and we are thrilled they chose Akamai’s capabilities for building and operating AI infrastructure at scale,” said Tom Leighton, Akamai’s CEO and co-founder.
关于这笔协议的资本支出，Akamai预计将在2026年投入约55亿美元用于履行合同要求。为此，该公司计划将2026年的资本支出增加约17亿美元，主要用于提前采购所需的硬件和软件（包括内存等资源）。Akamai表示，这笔交易不会改变其2026年的收入预期。
What Akamai is spending Akamai expects to spend about $5.5bn in capital to serve the contract. It is raising its 2026 capital spending by about $1.7bn to pre-buy supplies, including memory. The company said the deal does not change its 2026 revenue guidance.
据彭博社报道，这55亿美元的支出金额是Akamai2025年全年资本支出的六倍多。Leighton向彭博社透露，该协议预计将于明年下半年正式生效。他预计Anthropic明年将为Akamai带来1.5亿至3亿美元的收入，并预计到2028年这一收入将增长至每年约17亿美元。
According to Bloomberg, the $5.5bn is more than six times what Akamai spent on capital in all of 2025. Leighton told Bloomberg the contract should start in the second half of next year. He expects $150m to $300m in revenue from Anthropic next year, rising to an annual run rate of about $1.7bn by 2028.
Leighton还向彭博社表示，这是Akamai首次在与客户的云服务协议中包含认股权证条款。
Leighton also told Bloomberg this is the first time Akamai has agreed to a warrant as part of a cloud deal with a customer.
“这是一个重要的决定，但在这种情况下，我认为这样做是合理的，”莱顿对彭博社表示。“这有助于将这些公司紧密地联系在一起。”彭博社指出，一些华尔街投资者对所谓的‘循环式AI交易’表示担忧：在这些交易中，互相购买产品的公司之间还会相互投资，批评者认为这种做法使得AI产品的实际需求更难以被准确衡量。
“It’s a serious step, but I think in this case it made sense to do,” Leighton told Bloomberg. “It helps bring the companies together.” Some Wall Street investors have raised concerns about so-called circular AI deals, Bloomberg noted. In those deals, companies that buy each other’s products also invest in one another, which critics say makes real demand for AI harder to measure.
Anthropic的这些计算资源采购协议进一步体现了该公司今年在相关领域的活跃表现。今年8月，Anthropic与Volta公司签署了一份价值100亿美元的协议；9月，《The Information》报道称，Anthropic是Rum Group那份价值137亿美元的计算资源采购协议的幕后客户；此外，Anthropic还首次在澳大利亚签订了数据中心租赁协议。彭博社还报道称，该公司已从谷歌和SpaceX处获得了所需的计算芯片。
Anthropic’s compute deals The Akamai contract adds to a run of compute agreements by Anthropic this year. It signed a $10bn deal with Volta in August. In September, The Information reported that Anthropic is the customer behind Rum Group’s $13.7bn compute contract. Anthropic also signed its first Australian data centre lease. Bloomberg reported that it has also secured chips from Google and SpaceX.
在Akamai的公告中，并未引用Anthropic的任何官方声明或评论。
Anthropic was not quoted in Akamai’s announcement.