I have considered investing in $AKAM (+0,23%) to invest. It has finally had a small setback in the last week.
The reason for my consideration is the collaboration with Anthropic!
Nvidia addressed it tonight: "What we are bringing online in 2026 and 2027 in terms of Vera Ruby (CPU + GPU) capacity for Anthropic is very significant. We are dramatically gaining market share in Inference." Anthropic books this chip computing power through deals with Google and Amazon. Around 50 billion dollars a year flow to these giants and, thanks to the 1.8 billion deal with Akamai over seven years, an initial 0.3 billion to them. My thesis: this was just the beginning. If Akamai proves itself as a cloud partner, there are huge follow-up orders on the horizon. With the IPO in the fall, the Claude parent company could raise 60 billion for new investments. A hypothetical bull case: Anthropic increases its revenue tenfold by 2030 and, thanks to Akamai's inferencing and latency strength, distributes five percent of its costs to the AI cloud newcomer instead of 0.5 percent. In the best-case scenario, this could bring Akamai's AI revenue to eight billion per year - and double the Group's turnover.
Of course, as usual, this is a hot ride. But I don't think it's impossible!
