$AKAM
1 位大V提及 · 1 条相关推文
Serenity
中性
作者报道 Akamai 与 Anthropic 签署巨额计算协议及其资本开支计划，未直接评价其股价方向。
相关推文时间线
Serenity
中性
2026-09-24 21:17
作者报道 Akamai 与 Anthropic 签署巨额计算协议及其资本开支计划，未直接评价其股价方向。
$AKAM signs $11.6B compute deal with Anthropic for accelerated CPU workloads demands over 7 years.
$AMD to $MU should be happy to hear this…
Akamai ests. ~$5.5B of capex to service the $11.6B commitment. Including +$1.7B of 2026 capex specifically to pre-purchase supply chain components like memo