Changes in US stocks | Anthropic's big order detonates stock prices, AKAM.US (AKAM.US) opens and soars by more than 14%

The Zhitong Finance App learned that on Friday, AKAM.US (AKAM.US) jumped high. As of press release, the increase was over 14%. According to the news, Acme announced a significant expansion of cooperation with Anthropic and obtained a seven-year contract commitment totaling 11.6 billion US dollars from this AI company, marking the completion of another huge deal in the field of AI computing power infrastructure. This partnership will profoundly reshape Akamai's business structure. While huge capital expenditure is expected, the company's cloud computing business revenue is expected to soar over the next few years and may soon surpass its traditional cybersecurity and content distribution business.

According to the announcement, Acme will support Anthropic's rapidly growing CPU workload requirements through distributed AI infrastructure and software for its cloud business. There is still room for further expansion of cooperation between the two sides. Akmai revealed that the deal allows future expansion of up to 9 billion US dollars of cooperation, with a potential total commitment of about 20 billion US dollars.