$AKAM signs $11.6B compute deal with Anthropic for accelerated CPU workloads demands over 7 years. $AMD to $MU should be happy to hear this… Akamai ests. ~$5.5B of capex to service the $11.6B commitment. Including +$1.7B of 2026 capex specifically to pre-purchase supply chain components like memory. So much for Anthropic/OpenAI calling for an AI slowdown?