u/the_average_no_one · 32d ago1 prior · awaiting results
$AKAM - The CDN Boomer That Just Became an AI Infrastructure Chad (and nobody's talking about it)
Akamai is a legacy CDN company with 4,300 global points of presence that has transformed into an AI infrastructure play. The $1.8B Anthropic deal validates Akamai's ability to run inference 40%+ cheaper than hyperscalers, it trades at 2.7x sales vs Cloudflare at 26x, and the security business alone is best-in-class with 93% NPS and gartner recognition.
At post $153.01Now $129.97-15.1% since postedas of Jun 10, 4:59 PM ET
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