nthropic has committed $11.6 billion over seven years to Akamai’s cloud infrastructure, a bet on CPUs that could grow to about $20 billion, and in an unusual arrangement, Akamai is giving Anthropic a potential stake of up to 5% of its stock that grows as Anthropic spends more.
Marketing technology removed the natural stopping points, and AI is removing what’s left. The businesses that win will be the ones that know when they’ve said enough.