Akamai’s $11.6B Anthropic Deal Comes With $5.5B Capex
Akamai’s Anthropic cloud deal promises $11.6B in revenue but needs $5.5B of capex and a warrant for up to 5%. Here is the shareholder math.
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#Cloud Computing
7 articles
TECHi reporting and analysis covering Cloud Computing. 7 articles, newest first.
Oracle's backlog hit $664 billion. It sold $20 billion of stock to build it
Oracle opened at $164.43 and closed at $150.28. The release explains why: record AI backlog, negative free cash flow, and $20 billion of stock sold in the quarter.
GPT-5.6 on Amazon Bedrock Turns Model Choice Into Procurement Math
GPT-5.6 is on Amazon Bedrock, but pricing, context limits, caching and contract terms determine whether AWS commitments create real enterprise savings.
AWS Puts SageMaker GPU Decisions Behind a Guided UI
AWS added a guided SageMaker UI for AI inference recommendations. TECHi explains why workload assumptions, not the button, still decide cost and speed.
Alibaba Stock Jumped 11% While Wall Street Cut Targets — Both Are Right
Alibaba's best day in 10 months came as four banks cut price targets, an AI-theft complaint hit the Senate and Beijing opened H200 access. What changed.
Amazon Stock: The 20% AWS Price Hike That Answers Meta's Cloud Play
AWS raised reserved GPU prices about 20% effective July 1 — the day Meta's cloud plan leaked. What the hike says about Amazon stock, margins and AI scarcity.
Nebius Lost $12 Billion in a Day. Meta's Cloud Plan Explains Why
Nebius lost about $12 billion in market value on July 1 after Bloomberg reported Meta plans to sell AI compute. Inside the $27B contract that repriced.