Akamai lands $11.6B Anthropic cloud deal; warrants up to 5% of stock

AKAMAI TECHNOLOGIES INC

Anthropic commits $11.6B over 7 years for Akamai Cloud; optional expansion to ~$20B total.
Akamai issues warrant for up to 7.7M shares (~5% of common) at $111.33/share; ~2% vests now.
Estimated total capex ~$5.5B; 2026 capex up ~$1.7B for memory buy; 2026 revenue guidance unchanged.
Separately, Akamai signed Lenovo 3-yr MPSA and $1.7B Jabil memory build request.

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