Akamai Technologies, Inc. (AKAM)

Akamai is expanding into AI infrastructure through new inference and agent-security products, expanded NVIDIA GPU capacity, and an announced $11.6 billion Anthropic commitment. Analysts remain divided because the opportunity could improve contracted revenue visibility, while roughly $5.5 billion of related capital spendingmay pressure margins and cash flow. Akamai's shares are down 6.70% in the current regular sessionas of November 1, 2026.