# Anthropic 与 Akamai 签下 116 亿美元云协议，算力支出不到一年累计达 5170 亿美元

- 来源：The Decoder：AI News（RSS）
- 作者：Matthias Bastian
- 发布时间：2026-09-25 18:43
- AIHOT 分数：73
- AIHOT 链接：https://aihot.news/items/cmugumvmv1a9arogvrse5ghjr
- 原文链接：https://the-decoder.com/anthropic-signs-11-6-billion-cloud-deal-with-akamai-pushing-its-compute-spending-past-500-billion-in-under-a-year

## AI 摘要

据 Reuters，Anthropic 与 Akamai 签署为期七年、价值 116 亿美元的云协议，并获得最高 5% 的 Akamai 股票认购权，其中 2% 与现有合同挂钩，另 3% 取决于交易扩至最多 90 亿美元，Akamai 盘后股价上涨 22%。

## 正文

Anthropic keeps buying compute. The AI company has signed a seven-year, $11.6 billion cloud deal with Akamai Technologies, according to Reuters. Anthropic gets a warrant for up to 5 percent of Akamai's stock. Two percent is tied to the current contract, with another 3 percent if the deal expands by up to $9 billion. Akamai's stock jumped 22 percent after hours. The company expects capital costs of about $5.5 billion and an extra $1.7 billion in spending before the end of 2026.

Anthropic committed $45 billion in compute capacity from Nscale just last month. All told, the company has reportedly closed compute deals worth $517 billion in eleven months. Whether this pace is sustainable remains an open question. Both Anthropic and OpenAI are locking in capacity based on projected future revenue. CEO Dario Amodei warned in December 2025 that Anthropic could go bankrupt if its estimates were off by even a small margin. Even OpenAI CEO Sam Altman recently urged caution about unsustainable spending on compute buildouts.