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Akamai welcomes SoftServe to Partner Connect program. * SoftServe joins Akamai Partner Connect to help enterprises optimize multicloud environments, lower infrastructure costs, and accelerate edge AI deployments. * Delivers custom-built language models (LLMs/SLMs), cloud strategy support, and AI inferencing optimized for distributed GPU networks. * Provides specialized managed services and AI consulting for high-tech, healthcare, financial, and manufacturing sectors. "We're glad to have them on board as a partner who truly accelerates digital success for their clients." "Dealing with multicloud environments shouldn't be an obstacle to your goals," "By partnering with Akamai, we're handling the complex back-end tasks for our clients. We want to clear the path so teams can focus on building the next big..." "SoftServe is well recognized for its ability to solve the architecture challenges that often stall progress. When we combine their AI expertise with Akamai's..." CAMBRIDGE, Mass., Sept. 29, 2026 (GLOBE NEWSWIRE) - Akamai (NASDAQ: AKAM) today announced SoftServe, an AI and technology services company with expertise in data and cloud solutions, has joined the Akamai Partner Connect program. SoftServe enables enterprises operating in complex, multicloud environments to unlock their full potential by combining creative thinking, deep sector expertise, and precision engineering to imagine and build what's next. By utilizing digital engineering, AI mastery, and multicloud optimization, SoftServe provides a streamlined, cost-effective path to digital transformation and edge AI deployment that were previously fragmented across multiple vendors. SoftServe's services and offerings include: * Cloud strategy support to optimize compute resources and budget for long-term growth * Custom-built small and large language models and AI inferencing optimized for distributed infrastructure and GPU networks * Advisory and development services for deep and emerging technologies via award-winning advanced tech solutions engineers "Dealing with multicloud environments shouldn't be an obstacle to your goals," said Olga Salaichuk, Vice President of Technology at SoftServe. "By partnering with Akamai, we're handling the complex back-end tasks for our clients. We want to clear the path so teams can focus on building the next big thing, confident that their AI and cloud strategies are supported by the most distributed platform in the world." The collaboration offers AI consulting, digital modernization, and specialized managed services to customers in verticals ranging from high tech, healthcare, and financial services to industrial and manufacturing. It specifically addresses the needs of multicloud enterprises seeking edge AI infrastructure and enterprises requiring secure digital transformation solutions. "SoftServe is well recognized for its ability to solve the architecture challenges that often stall progress. When we combine their AI expertise with Akamai's global scale, we're helping to build a foundation for our customers' biggest projects," said Parimal Pandya, Senior Vice President, Global Cloud Sales, Akamai. "We're glad to have them on board as a partner who truly accelerates digital success for their clients." To learn more about how Akamai and SoftServe are approaching governed AI inference from edge to cloud, read the blog post and get more data in the white paper. Akamai and SoftServe are exhibiting at NVIDIA GTC Berlin 2026, October 20-22, where attendees can visit booths 3064 and 7028, respectively, to learn more. About SoftServe SoftServe is a digital engineering and technology services company specializing in AI, data, and cloud solutions. We expand the horizon of new technologies to solve today's complex business challenges and achieve meaningful outcomes for our clients. Our boundless curiosity drives us to explore and reimagine the art of the possible. Clients confidently rely on SoftServe to architect and execute mature and innovative capabilities, such as digital engineering, data and analytics, cloud, and AI/ML. Our global reputation is gained from more than 30 years of experience delivering superior digital solutions at exceptional speed by top-tier engineering talent to enterprise industries, including high tech, financial services, healthcare, life sciences, retail, energy, and manufacturing. Visit our website, blog, LinkedIn, Facebook, and X (Twitter) pages for more information. About Akamai Akamai is the cloud company that powers and protects an AI-driven world. Our cloud platform extends high-performance cloud computing from the core to the edge, enabling organizations to build and scale next-generation AI applications while delivering comprehensive, multi-layered security to safeguard enterprises against evolving cyber threats. Learn more at akamai.com and akamai.com/blog, or follow Akamai Technologies on X and LinkedIn.

Akamai locks in $11.6B as Anthropic bets on CPUs. Akamai signed its largest deal ever, an $11.6B seven-year CPU cloud commitment with Anthropic that could reach $20B. Akamai announced an $11.6 billion, seven-year commitment from Anthropic to power cloud infrastructure for rising demand around its models, according to the announcement. This deal transforms Akamai from a pure delivery network into a main AI compute provider. The agreement leans on CPUs rather than GPUs and could climb toward $20 billion if Anthropic taps extra capacity, per TechCrunch, which also notes Akamai will award Anthropic warrants covering up to 5% of its stock as part of an unusual equity kickback linked to spending. This structure reshapes how teams building large-scale Claude models allocate resources. Workloads that don't need accelerators can move to Akamai Cloud to chase lower prices and better availability, while GPU clusters remain dedicated to training and cutting-edge inference. Operators will need to split deployments, rework autoscaling and routing rules to treat Akamai as a core region instead of an edge cache. Since acquiring Linode and expanding distributed compute, Akamai has pushed its cloud platform hard, yet it still battles AWS, Google Cloud and Azure for enterprise contracts and faces competitors like CoreWeave and Lambda for AI-native capacity. A flagship customer paying around $1.65 billion annually provides steady utilization, justifying data center builds and giving Akamai a foothold convincing buyers who've already tried its delivery and security services. The published release omits details on pricing, prepayment or early termination, and Akamai's own press page didn't go beyond the headline figure at launch. If the CPU focus proves right, cost-conscious inference operations will thrive. Otherwise, Akamai keeps its seven-year commitment intact. (C) 2026 StartupHub.ai. All rights reserved. You may not republish this article in full without a license. Search engines and AI research tools may crawl and summarize for reference. Bulk reproduction or model training requires a license. See our terms. Discussion. Join the conversation below Editor, StartupHub.ai Daniel Singer is the editor of StartupHub.ai, a technology expert and thought leader on AI and its applications across sectors, from fintech and healthcare to developer tooling and consumer software. He writes and tests the tools covered here thoroughly and regularly, and built StartupHub.ai to give founders, operators and buyers a clearer read on what they are actually being sold.

Akamai lands $11.6B Anthropic cloud commitment, with path toward $20B. Anthropic commits approximately $11.6 billion over seven years to Akamai Cloud for dedicated CPU-oriented cloud infrastructure, with an expansion path that could take the relationship to roughly $20 billion. Akamai has secured one of the largest customer commitments in its history, signing an approximately $11.6 billion, seven-year cloud infrastructure agreement with Anthropic. The contract expands an existing relationship under which Akamai provides dedicated cloud computing capacity and managed support services, and is aimed specifically at supporting Anthropic's growing CPU workload requirements. Akamai says the relationship could expand by another $9 billion during the term, taking the potential total commitment to approximately $20 billion. The infrastructure buildout is substantial. Akamai estimates approximately $5.5 billion of cumulative capital expenditures associated with the initial $11.6 billion commitment. Its investor presentation indicates roughly $1.7 billion of CapEx in Q4 2026, primarily to secure critical supply-chain components including memory, followed by approximately $3.1 billion in 2027 and $700 million in 2028. Service initiation is expected in late Q2 2027, with revenue ramping through the second half of that year and throughout 2028. Akamai expects to reach the full contracted revenue run rate by the end of 2028, followed by approximately $1.7 billion of annual revenue recognized ratably through the remainder of the contract. The agreement also creates an unusually tight financial alignment between the two companies. Akamai issued Anthropic a warrant covering non-voting convertible preferred stock equivalent, on an as-converted basis, to as many as 7.7 million Akamai common shares, or approximately 5% of shares outstanding. The common-stock-equivalent exercise price is $111.33 per share. A tranche corresponding to roughly 2% of Akamai shares is associated with the initial commitment, while the remaining approximately 3% can vest as Anthropic adds contractual commitments. Each additional $3 billion of cloud services contracted under the agreement triggers another tranche representing approximately 1% of Akamai shares outstanding. | Akamai-Anthropic Agreement: Key Numbers | | Initial commitment | ~$11.6 billion over seven years | | Expansion option | Up to an additional $9 billion | | Potential total | ~$20 billion | | Workload | Dedicated cloud capacity supporting CPU workload growth | | Estimated CapEx | ~$5.5 billion for initial commitment | | Service start | Expected beginning late Q2 2027 | | Full run rate | Expected by end of 2028 | | Steady-state revenue | Approximately $1.7 billion/year thereafter | | Anthropic warrant | Up to approximately 5% of Akamai common stock outstanding | Akamai CEO and co-founder Tom Leighton said the company's expanding global footprint and experience operating distributed infrastructure position it to support AI applications and workloads at scale. Akamai Cloud spans core-to-edge computing across a distributed network of points of presence, and the Anthropic contract represents a significant acceleration of Akamai's push beyond its traditional content-delivery and security businesses into large-scale cloud infrastructure. Akamai said the Anthropic agreement comes on top of more than $2.8 billion in other multi-year Cloud Infrastructure Services commitments announced across its customer base this year. "Anthropic is advancing the AI revolution and we are thrilled they chose Akamai's capabilities for building and operating AI infrastructure at scale," said Dr. Tom Leighton, co-founder and CEO of Akamai. - Anthropic has committed approximately $11.6 billion to Akamai over seven years. - The contract covers dedicated cloud computing capacity and related managed support services, with Akamai characterizing the workload growth specifically as CPU-oriented. - The commercial relationship can expand by another $9 billion, bringing its potential value to approximately $20 billion. - Akamai estimates approximately $5.5 billion in CapEx to support the initial commitment. - Approximately $1.7 billion of that CapEx is expected in Q4 2026, including advance procurement of memory and other supply-chain components. - Service initiation is expected in late Q2 2027, with the full contracted revenue run rate expected by the end of 2028. - Akamai issued Anthropic warrants potentially representing approximately 5% of Akamai common stock outstanding on an as-converted basis. - The underlying Master Services Agreement dates to May 5, 2026; the two project plans supporting the disclosed $11.6 billion commitment were entered into on September 18, according to Akamai's 8-K. Analysis. The workload description is important. Akamai and Anthropic are not presenting this agreement as another massive GPU-training cluster. The announcement specifically identifies accelerating CPU demand, while the SEC filing describes dedicated cloud computing capacity and managed support services. That makes the agreement complementary to Anthropic's accelerator-heavy relationships with AWS, Google Cloud and specialized AI infrastructure providers rather than a direct replacement for them. Akamai has not disclosed the processor architecture, server suppliers, data-center locations, power footprint or networking architecture for the new capacity. For Akamai, the financial scale materially changes the cloud infrastructure story. The company expects to invest approximately $5.5 billion to fulfill the initial commitment and ultimately reach roughly $1.7 billion in annual contracted revenue from the deployment. Akamai's presentation indicates that the heavy capital deployment is front-loaded: about $4.8 billion of the estimated $5.5 billion is scheduled for Q4 2026 and 2027. The contract therefore represents both a large revenue opportunity and a major infrastructure expansion that must be executed before the revenue reaches steady state. For Anthropic, Akamai adds another infrastructure layer to an already diversified architecture. Converge Digest has previously tracked Anthropic's expanded AWS relationship, including up to 5 GW of capacity; plans for up to one million Google TPUs; and its multi-year CoreWeave agreement. The Akamai contract extends that diversification into large-scale CPU capacity. The resulting infrastructure strategy increasingly separates workloads across different compute architectures rather than treating AI compute as a single homogeneous resource. The warrant structure is also notable because infrastructure consumption and equity participation are directly linked. The initial arrangement can vest a portion corresponding to approximately 2% of Akamai's outstanding common shares, while three further $3 billion contractual increments can each unlock another approximately 1%. That structure gives Anthropic an economic interest in Akamai while giving Akamai incentives tied to expanding the commercial relationship toward the approximately $20 billion ceiling. | Profile: Akamai Technologies | | Company | Akamai Technologies | | Status | NASDAQ: AKAM | | Headquarters | Cambridge, Massachusetts | | Founded | 1998 | | CEO | Dr. Tom Leighton, co-founder | | Core Markets | Cloud Computing - Cybersecurity - Content Delivery | | AI Milestone | $11.6B Anthropic commitment, potentially expanding by another $9B | Help others discover this reporting. Editorial responsibility Jim Carroll. Editor & Publisher Every article published by Converge Digest is researched, curated, fact-checked and editorially reviewed by Jim Carroll, Editor & Publisher. AI-assisted drafting may be used to accelerate production, but all content is reviewed, refined and approved prior to publication. Builders & Visionaries The people who opened the doors to the networks Converge Digest run today. Which of these co-founded Anthropic? On this day. September 25 From 25 years of the Converge Digest archive.