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.
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.