Anthropic2026-05-11
Anthropic locks $1.8B Akamai deal + xAI's Colossus 1 with 220K Nvidia GPUs

AI Analysis
Anthropic signed a $1.8 billion compute agreement with Akamai and separately secured exclusive access to xAI's Colossus 1 data center in Memphis — over 300MW and 220,000+ Nvidia H100/H200/GB200 GPUs — to raise Claude Code and API rate limits. xAI has migrated primary training to the newer Colossus 2, freeing Colossus 1 for lease at an estimated $3-6 billion in annual revenue. Akamai stock jumped 28% on the news.