Anthropic 與 Akamai 簽署重大協議,以獲取人工智慧運算能力
Anthropic signs major deal with Akamai for AI computing power
Updated at: September 26, 2026 at 12:15 AM
Anthropic 最近與 Akamai Technologies 達成了一項價值 116 億美元的里程碑式合作協議,標誌著 AI 基礎建設的管理方式發生了重大轉變。
Anthropic has recently entered a landmark $11.6 billion partnership with Akamai Technologies, marking a major shift in how AI infrastructure is managed.
雖然大多數產業巨頭都將重點放在用於訓練大型語言模型的 GPU 叢集上,但這項為期七年的協議強調的是基於 CPU 的運算。
While most industry giants focus heavily on GPU clusters for training large language models, this seven-year deal emphasizes CPU-based computing.
這項戰略性轉向旨在滿足對「代理型」(agentic) AI 日益增長的需求——即那些執行複雜、多步驟任務的系統,它們相較於純粹的 GPU 訓練工作負載,更依賴通用處理能力。
This strategic pivot addresses the growing demand for 'agentic' AI—systems that perform complex, multi-step tasks like web searches and tool integration, which rely more on general-purpose processing power than pure GPU training workloads.
作為協議的一部分,Akamai 已發行認股權證,允許 Anthropic 購買至多 5% 的普通股,這表明兩家公司之間存在深遠的長期結盟。
As part of the agreement, Akamai has issued warrants allowing Anthropic to purchase up to 5% of its common stock, signaling a deep, long-term alignment between the two companies.
對於 Akamai 而言,這份合約是其從內容傳遞供應商轉型為分散式雲端基礎建設重要勢力的關鍵時刻。
For Akamai, this contract is a pivotal moment in its transformation from a content delivery provider into a major force in distributed cloud infrastructure.
為了支援這項大規模擴張,Akamai 計畫在其硬體和供應鏈上投入大量資金。
To support this massive expansion, Akamai plans to invest heavily in its hardware and supply chain.
儘管預計這筆交易帶來的營收在短期內會較為適中,但預測顯示到 2028 年將會顯著成長。
While revenue from this deal is expected to be modest in the short term, projections indicate it will grow significantly by 2028.
