Akamai Technologies Inc

MarketsandMarkets projects the global post-quantum cryptography market will grow from $0.42 billion in 2025 to $2.84 billion by 2030, a compound annual growth rate of 46.2%. The forecast is a third-party projection, not a guarantee, and timelines for quantum capability remain debated, though large infrastructure vendors have started publishing migration dates and quantum hardware companies are reporting rapid revenue growth off small bases. Among this week's developments, Vancouver-based Quantum Secure Encryption Corp. appointed Joseph Hall as Chief Intelligence Officer, adding more than 20 years of frontline cybersecurity and threat intelligence experience, with prior roles including Director of Threat Intel R&D at Infoblox and Principal Security Consultant at Fortinet; he will work with Chief Technology Officer Michael Massing, who previously led Dell SonicWall's Unified Threat Management business unit. QSE also announced grants of 350,000 stock options and 350,000 restricted share units to employees. Separately, Cloudflare announced plans to become a public certificate authority issuing post-quantum Merkle Tree Certificates with production issuance scheduled for the first quarter of 2027, IonQ reported second quarter 2026 revenue of $80.1 million, up 287% year over year, and raised its full-year 2026 revenue outlook to $450 million to $460 million, Akamai announced an $11.6 billion multi-year agreement with Anthropic to supply distributed AI infrastructure and cloud computing services over seven years, and Okta reported second quarter fiscal 2027 total revenue of $805 million, up 11%, guiding to fiscal 2027 revenue of $3.216 billion to $3.226 billion.

Akamai Technologies completed the first-ever clean energy transaction executed on a CFTC-registered exchange, securing a high-impact solar Virtual Power Purchase Agreement on August 31, 2026 on Resurety's CleanTrade marketplace. The transaction supports Akamai's 2030 goal of reaching net-zero emissions across its global platform and operations. Akamai selected an Indiana-based solar project of almost 200MW expected to generate over 400,000 MWh annually, where each MWh of clean energy displaces approximately 540 kg of CO2 per MWh, compared with around 350 kg of CO2 per MWh for projects in higher-renewable regions such as Texas. Resurety's CleanTrade is the first and only marketplace registered with the Commodity Futures Trading Commission for transacting clean energy on an as-produced basis. Akamai's Global Head of Corporate Sustainability and ESG Officer Mike Mattera called it the fastest VPPA Akamai has ever completed, and Resurety Co-Founder and CEO Lee Taylor said CleanTrade removes common friction points and empowers corporate buyers of every scale to execute deals quickly. Akamai is set to leverage CleanTrade for additional VPPA transactions.

Akamai announced that SoftServe, an AI and technology services company with expertise in data and cloud solutions, has joined the Akamai Partner Connect program. The partnership is aimed at helping enterprises optimize multicloud environments, lower infrastructure costs, and accelerate edge AI deployments. SoftServe's offerings under the program include cloud strategy support to optimize compute resources and budget for long-term growth, custom-built small and large language models and AI inferencing optimized for distributed infrastructure and GPU networks, and advisory and development services for deep and emerging technologies. The collaboration provides AI consulting, digital modernization, and specialized managed services to customers in verticals including high tech, healthcare, financial services, and industrial and manufacturing. SoftServe Vice President of Technology Olga Salaichuk said the partnership handles complex back-end tasks so client teams can focus on building, while Akamai Senior Vice President of Global Cloud Sales Parimal Pandya said SoftServe's AI expertise combined with Akamai's global scale builds a foundation for customers' biggest projects. Akamai and SoftServe are exhibiting at NVIDIA GTC Berlin 2026, October 20 to 22, at booths 3064 and 7028, respectively.

Jabil shares jumped 4.8% in afternoon trading after Akamai Technologies authorized the electronics manufacturing services provider to buy approximately $1.7 billion of memory components on Akamai's behalf. Akamai disclosed the authorization in a filing, saying the purchase supports capital spending tied to its expanded agreement with Anthropic, which now totals $11.6 billion of contractual commitment over seven years. Akamai said capital spending tied to that commitment is about $5.5 billion, and that 2026 capital spending would rise by about $1.7 billion to pre-purchase components, including memory. Jabil was already Akamai's contract manufacturer under a 2019 agreement, and the filing does not say how much of the $1.7 billion Jabil keeps. After the initial pop, the shares cooled to $319.80, up 2.9% from the previous close.

Akamai Technologies announced a seven-year agreement with Anthropic featuring $11.6 billion in contractual commitments to provide cloud computing capacity. In a regulatory filing with the Securities and Exchange Commission, Akamai disclosed that it entered into project plans under an existing Master Services Agreement, under which Anthropic committed to pay approximately $11.6 billion over seven-year initial terms for dedicated cloud computing capacity and managed support services. According to a company announcement published via GlobeNewswire, the partnership is designed to support Anthropic's central processing unit workloads using Akamai Cloud, and the agreement includes potential expansion reaching up to approximately $20 billion. Akamai also granted Anthropic warrants for up to approximately 5% of its common stock. Shares of the cloud technology company jumped 15.1% in the pre-market session on the news.

Anthropic has committed $11.6 billion over seven years to cloud infrastructure provider Akamai, a deal covering CPU workloads that Akamai estimates will require roughly $5.5 billion in related capital spending. According to Reuters' reporting, the arrangement also includes a warrant potentially giving Anthropic a 5% stake in Akamai, and an additional $9 billion of business could expand the relationship further. The announcement does not establish that existing workloads are moving away from Amazon Web Services, but it gives Anthropic another substantial source of computing capacity. Amazon shares stood at $248.515 at 10.22am ET on September 25, just 0.33% below the $249.35 GF Value estimate. Amazon's second-quarter earnings release reported $53.4 billion in non-operating pretax other income, primarily from its Anthropic investments, gains that can lift reported earnings without representing AWS sales.

Microsoft has launched a new version of its Copilot AI assistant that merges the consumer and workplace products into a single offering aimed at corporate customers, with three modes — chat, code, and autopilot — and roughly 30 million customers so far, CEO Satya Nadella told Yahoo Finance's Deirdre Bosa in an interview. Nadella said the autopilot mode, which connects to a user's apps, email and workflows and acts as a personal assistant, represents the next generation of enterprise automation and will roll out in the coming weeks, though he cautioned that token costs mean "once the subsidies stop for everybody" the business model must be justified by customer return on investment. On China, Nadella said it is in both countries' interests to agree on norms, including a direct notification channel between presidents in the event of a cybersecurity attack, following this week's Trump-Xi summit. Separately, Costco reported quarterly profit above Wall Street estimates with earnings per share of 695 cents, including 15 cents from $184 million in tariff refunds, while comparable sales rose 6.7%. Akamai announced a $12 billion computing deal with Anthropic, building on a $1.8 billion agreement earlier in the year, with warrants giving Anthropic the right to buy Series B shares at $113.33 each that convert into 7.7 million common shares. Tesla confirmed high-volume production of its Semi had begun at its Sparks, Nevada factory and announced a 2,500-truck order from a coalition of shipping companies including PepsiCo, which Fast Company called the largest US order for electric heavy-duty trucks.

Akamai Technologies shares soared after the cloud provider inked a seven-year $11.6 billion deal to provide computing power to Anthropic. Analysts said the contract, which is entirely focused on CPUs, should boost Akamai's growth and offers an attractive profitability profile, with TD Cowen noting that as long as industry-wide computer shortages remain, Akamai should be able to win more cloud infrastructure contracts. People shares jumped on a report that MGM Resorts is discussing making a bid to purchase the Barry Diller-owned media giant, in which People owns about a 27% stake. Costco Wholesale's quarterly profits surpassed Wall Street's estimates after the company recorded a benefit of nearly $200 million related to tariff refunds, though the stock was down about 1% as analysts noted it trades at roughly 40 times forward earnings. Swedish pharma company Nanexa rose 50% after Novo Nordisk, which makes Ozempic, agreed to pay up to 1.3 billion to license and develop Nanexa's drug delivery technology.

Akamai Technologies surged 21.3% in premarket trading after announcing a seven-year, $11.6 billion cloud services commitment from AI company Anthropic, designed to support Anthropic's growing CPU workload demands across Akamai Cloud's distributed infrastructure. The deal includes provisions allowing the relationship to expand by up to an additional $9 billion, potentially taking the total commitment to about $20 billion, and Akamai also disclosed a hardware supply agreement with Lenovo and authorized contract manufacturer Jabil to procure about $1.7 billion in memory components. People Incorporated rose 6.5% in premarket trading after The Wall Street Journal reported that MGM Resorts International is weighing a potential takeover bid for Barry Diller's media conglomerate, with an offer potentially coming within days, just one day after People Incorporated withdrew its own $48.30-per-share cash proposal to acquire MGM's remaining public shares. Select Water Solutions rose 5.5% after announcing a definitive agreement to acquire Pilot Water Solutions for $700 million, plus up to $15 million in potential contingent consideration, in a transaction including $600 million in cash and $100 million in Class A common stock. Prime Medicine climbed 11.7% in after-hours trading to $3.49 after the U.S. Food and Drug Administration cleared its Investigational New Drug application for PM647, an investigational in vivo Prime Editor designed to correct the E342K mutation in the SERPINA1 gene, the root cause of Alpha-1 Antitrypsin Deficiency, paving the way for a global first-in-human Phase 1/2 clinical trial. On the downside, Comcast slipped 1.6% in premarket trading to $21.77 after KeyBanc downgraded the stock to Underweight from Sector Weight with an $18 price target, Twilio fell 3.7% after HSBC downgraded it to Reduce from Hold with a $211 price target, Zscaler fell 3.6% after naming Ross Tackett Chief Revenue Officer effective Oct. 1, succeeding Mike Rich, and Scholastic tumbled 11% after reporting fiscal first-quarter 2027 results that missed expectations, with revenue down 3.9% year over year to $216.8 million and an adjusted loss per share of $3.63.

Akamai Technologies surged more than 21% in premarket trading after announcing a seven-year power contract and an $11.6 billion deal with Anthropic, alongside a warrant letting Anthropic buy up to roughly 5% of Akamai's shares at $111.33 each. Scholastic fell over 10% after posting an adjusted fiscal first-quarter loss of $3.63 per share, wider than the $2.52 per share loss a year earlier, on revenue of $216.8 million, down 4%. Synopsys gained over 3% after HSBC upgraded the stock to buy from hold, with analyst Frank Lee calling the company a high-growth AI beneficiary under its new business model. Nike slid nearly 2% after Bank of America downgraded it to underperform from neutral, expecting sales declines from the second quarter through the rest of fiscal 2027. Costco Wholesale edged lower even after reporting better-than-expected fiscal fourth-quarter results, with adjusted earnings of $6.60 per share on revenue of $95.72 billion, topping LSEG consensus estimates of $6.53 per share and $94.86 billion.

Akamai Technologies shares jumped 23% after the company announced a seven-year, $11.6B agreement with Anthropic to provide cloud infrastructure and software supporting CPU workload growth at scale, a deal that could reach $20B if certain conditions are met. As part of the agreement, Akamai granted Anthropic warrants representing about 5% of its common stock, with 2% expected to vest initially and the remaining 3% tied to an additional $9B in cloud service purchases over the seven-year term. Fathom Holdings rose 23% and Neighborhood Intelligence gained 4% after the companies agreed to explore an alternative transaction replacing their previously announced merger agreement, under which NXH would contribute its roughly 38.8% direct and indirect stake in tZERO Group, Medici-related fund assets, and its investment in GrainChain to Fathom, with the contributed digital assets valued at no less than $130M, in return for newly issued Fathom shares and an expected controlling interest in Fathom. Select Water Solutions climbed 6% after agreeing to acquire private water midstream company Pilot Water Solutions for $700M in cash and stock, plus up to $15M in contingent consideration, comprising $600M in cash and $100M in Class A shares, with debt financing commitments from JPMorgan Chase and Bank of America and an expected close in Q4 2026. Scholastic plunged 12% after reporting wider-than-expected FQ1 losses and a 4% Y/Y revenue decline driven by soft educational spending, though it reaffirmed its full-year 2027 outlook for revenue growth of 2% to 4%, adjusted EBITDA of $135M to $145M, and free cash flow of $35M to $40M. Zscaler fell 4% after appointing Ross Tackett as Chief Revenue Officer effective October 1, 2026, succeeding Mike Rich, who is stepping down for personal reasons but will remain as a strategic advisor through December 31, 2026.

Akamai shares surged about 13% in after-hours trading after Anthropic struck a $12 billion deal with the company for AI computing, with Akamai also discussing longer-term capital expenditure plans. The move made Akamai the biggest after-hours mover, climbing roughly 14%. In the regular session, Oracle fell 3.5% after sending a force majeure notice to a project developer, a unit of Blue Owl Capital, regarding a massive data center being built in New Mexico, a step tied to meeting power commitments that could delay rent for Oracle even as it would still owe the rent for the full lease term once payments begin. GoDaddy rose about 4.6% after the Financial Times reported that Gen Digital, the maker of Norton 360 antivirus, made an offer for the company in a deal that would roll up a number of major legacy software brands, though the talks are in early stages and may not lead to a deal; Gen Digital shares fell more than 12%. MGM Resorts dropped 11% after Barry Diller's People Inc dropped plans to acquire the rest of the casino giant, with Diller saying the mix was not coming together as hoped. Everpure was the top S&P 500 gainer, closing up about 11% after the data storage company forecast 2028 revenue above the average analyst estimate, drawing price target hikes from Citi to 160 from 130 a share and from B of A to 180 from 150 a share.

Salesforce is positioning its Trust Boundary as the definitive architecture for the agentic enterprise at Dreamforce 2026, but the trust stack has not coalesced into a single platform and has instead fractured into three distinct, often incompatible domains: governance specification, runtime authority, and runtime enforcement. Governance specification remains a crowded, nascent field where enterprises cobble together stacks from vendors like Okta, IBM, Broadcom, and Dataiku, a focus supported by the UC Berkeley MAST taxonomy finding that 79% of multi-agent failures trace to specification problems rather than model limitations. Runtime authority is shifting from static permissions to dynamic models, with Akeyless introducing intent-based access control and CrowdStrike pushing SPIFFE-based identities, though Akeyless CEO Oded Hareven says there is still no single place issuing, governing, and revoking that authority. Runtime enforcement, the domain of bidirectional API security and agent fabrics, was recently exemplified by the expanded integration between Akamai and MuleSoft, and matters because 87% of organizations reported an API security incident in 2025. Despite the marketing at Dreamforce, no single vendor covers all three layers, and the unified solution is in practice a multi-vendor assembly project, a fragmentation that feeds a merchant readiness paradox in which 42% of merchants are testing agentic systems while only 3% of transactions actually involve agents. Gartner warns that 40% of autonomous AI efforts will be partially derailed by governance gaps discovered only after production incidents, and with Nvidia's $12.9 billion acquisition of Hugging Face and Stripe's $7.5 billion acquisition of OpenRouter, the industry's largest acquirers are buying routing infrastructure at premium valuations, signaling that the orchestration layer's fragmentation is itself the margin risk.

Akamai Technologies has announced a new alliance with Deloitte Canada to support proactive cyber resilience for organizations across North America. The collaboration combines Akamai security products with Deloitte cybersecurity advisory and managed services for enterprise clients. Deloitte, recently recognized as Akamai's North America Services Provider of the Year, plans to use Akamai technology to help simplify client cyber architectures. Akamai, a US IT company with a market cap of about $15.6 billion, provides security, delivery, and cloud computing solutions worldwide. This alliance is part of its security offerings, which focus on helping large clients protect and deliver digital services at scale.

Akamai Technologies reported strong growth in its Cloud Infrastructure Services segment, with second-quarter 2026 revenue of $99 million, up 39% year over year. The company said demand is being driven by the rapid expansion of AI workloads, particularly inference and AI-agent applications that require low-latency computing closer to end users. Akamai's existing GPU capacity is completely sold out, and the company plans to invest up to $500 million in additional capital expenditure to meet demand. In fiscal 2026, Akamai has signed more than $2.8 billion in multi-year CIS commitments, including a more than $600 million, four-year agreement with a U.S. tech company for robotics-related infrastructure. The company expects CIS revenues to grow at least 50% in constant currency for full-year 2026.

Akamai Technologies recently reported past second-quarter 2026 results, with revenue rising to US$1,099.68 million while net income and earnings per share decreased year on year. The company coupled these mixed earnings with full-year revenue guidance, an expanded buyback totaling 15.18 million shares, and the launch of its AI-focused Workforce Protector security offering alongside new research into emerging AI-related cyber risks. Workforce Protector adds real-time AI usage governance, browser-based data loss prevention, and integration with Akamai's private access solution, expanding its role inside enterprise AI workflows. Management reaffirmed revenue guidance and kept investing in AI security, with rising capital expenditures and margin pressure remaining the biggest near-term risk.

Akamai Technologies reported second-quarter revenue of $1.1 billion, beating analyst estimates of $1.09 billion, with adjusted EPS of $1.59 versus the $1.58 consensus. The company highlighted a new $600 million, four-year cloud infrastructure deal with a U.S. technology company and cited AI-driven workloads and security demand, including a recent customer win with CrowdStrike, as key growth drivers. Management reconfirmed full-year revenue guidance of $4.49 billion at the midpoint but lowered full-year adjusted EPS guidance to $6.73, a 0.7% decrease. Operating margin fell to 7.3% from 14.5% a year earlier, while billings rose 4.3% year over year to $1.10 billion. On the earnings call, executives said large cloud deals typically take six to nine months to convert to recognized revenue and that initial colocation and hardware costs can temporarily depress margins before profitability improves within a quarter of deployment.

Jim Cramer examined Akamai Technologies' cloud pivot and a major robotics win on Mad Money. The company reported second-quarter revenue of $1.1 billion, a 5% year-over-year increase, with non-GAAP diluted earnings per share of $1.59 beating consensus estimates. Investor attention focused on a multi-year customer commitment valued over $600 million for cloud infrastructure powering robotic workloads, while total multi-year cloud commitments signed year-to-date surpassed $2.8 billion. Management guided full-year revenue between $4.445 billion and $4.530 billion, with capital expenditures remaining elevated at roughly 40% of revenue. Despite the positive developments, HSBC downgraded the stock to Hold and cut its price target to $123, citing compressed operating margins and temporary pauses in share repurchases.

Several companies made significant premarket moves following their latest earnings reports. Atlassian shares jumped more than 29% after beating FactSet consensus on revenue and guidance for its fourth quarter, though its 13% year-over-year revenue growth forecast fell short of the 13.4% expectation. Wendy's dropped 2% as global sales declined more than 6%, driven by an 8.2% U.S. decline, and the company withdrew its 2026 financial outlook despite beating FactSet consensus on earnings, revenue, and adjusted EBITDA. Solar stocks rose after President Trump imposed tariffs on imported solar panel components, with First Solar up more than 5%, Invesco Solar ETF up nearly 3%, and SolarEdge Technologies up 2%. Airbnb surged nearly 7% after posting second-quarter earnings of $1.37 per share on revenue of $3.61 billion, exceeding LSEG estimates of $1.25 per share and $3.58 billion. Twilio soared more than 17% as it guided for adjusted earnings of $1.42 to $1.47 per share on revenue of $1.51 billion to $1.52 billion, above the $1.39 per share and $1.46 billion consensus, and raised its full-year revenue growth outlook to 18% to 18.5% from 14% to 15%, topping the 14.8% forecast. Trade Desk tumbled 27% after second-quarter adjusted earnings of 34 cents per share on revenue of $715 million missed LSEG estimates of 40 cents and $751 million. Cloudflare jumped more than 16.5% on strong guidance, expecting third-quarter adjusted earnings of 34 cents per share on revenue of $736 million to $737 million, compared with consensus of 32 cents and $722 million, and also beat second-quarter estimates. Akamai Technologies rose 8.3% after second-quarter adjusted earnings of $1.59 per share on revenue of $1.10 billion topped LSEG forecasts of $1.57 per share and $1.09 billion.

Akamai Technologies now anticipates overall revenue growth will accelerate into the low teens in 2027, driven by $2.8 billion in multiyear cloud infrastructure services commitments signed so far this year. Co-Founder and CEO F. Leighton announced that a U.S.-based technology company has committed more than $600 million over four years for cloud infrastructure services to power its robotics development, bringing the total volume of year-to-date multiyear commitments to more than $2.8 billion. Second-quarter revenue reached $1.1 billion, up 5% year-over-year, with cloud infrastructure services revenue of $99 million surging 39%. The company is temporarily pausing share repurchases to reallocate capital toward its high-growth cloud infrastructure pipeline and has raised $3.5 billion through two equal tranches of zero-coupon convertible debt maturing in 2030 and 2032.

Several companies made significant after-hours moves following their quarterly earnings reports. Airbnb surged about 7% after posting second-quarter earnings of $1.37 per share on revenues of $3.61 billion, beating analyst forecasts of $1.25 per share and $3.58 billion. Twilio jumped roughly 16% on strong current-quarter guidance, projecting adjusted earnings of $1.42 to $1.47 per share on revenue of $1.51 billion to $1.52 billion, above consensus estimates. Trade Desk tumbled 22% after its adjusted earnings of 34 cents per share and revenue of $715 million missed expectations of 40 cents and $751 million. Sweetgreen plunged 14% as its second-quarter loss of 22 cents per share on $193 million in revenue fell short of the anticipated loss of 15 cents on $195 million. DraftKings slipped over 1.5% after revenue of $1.44 billion missed the $1.51 billion estimate, though it reaffirmed its 2026 fiscal-year guidance. Cloudflare rallied 17% on upbeat guidance, while Akamai Technologies gained 12% and Instacart rose more than 8% on better-than-expected revenue. Dropbox fell nearly 6% after its non-GAAP gross margin of 81.6% narrowly missed the 81.7% consensus.

Akamai Technologies has integrated its Web Application Firewall with Tenzai's autonomous AI hacker platform to enable immediate vulnerability mitigation at the edge. The integration connects Tenzai's automated threat detection with Akamai's edge security infrastructure, allowing Tenzai's AI to identify exploitable issues and then use Akamai's platform to apply temporary rules while development teams work on longer-term fixes. Akamai currently trades at $115.18, up 35.3% year to date and 54.9% over the past year. The partnership positions Akamai as a core infrastructure partner for organizations pursuing machine-speed cybersecurity workflows and may help it compete more directly with Cloudflare, Amazon Web Services, and Microsoft Azure for AI-heavy security budgets.

Hush Security has raised a $30 million Series A funding round, with Akamai Technologies joining as a strategic investor alongside existing backers Battery Ventures and YL Ventures. The round brings the company's total capital raised to $41 million, less than a year after emerging from stealth. Hush provides a platform that gives AI agents scoped, just-in-time permissions and a centralized kill switch, addressing what it calls the governance gap for autonomous software. The company has already been deployed internally by Kyndryl, the world's largest IT infrastructure services provider, which has also begun reselling Hush to its own enterprise clients. Hush plans to use the funding to expand its engineering and sales teams, particularly in the United States, and to deepen integrations with enterprise AI platforms.

Commerce has become the world's most targeted industry by cybercriminals as agentic commerce and autonomous AI tools evolve, according to a new Akamai State of the Internet security report. Nearly half of all commerce traffic on Akamai's global network now consists of AI bots, and the industry faces a relentless barrage of Layer 7 DDoS attacks, malicious web application exploits, and a narrowing gap between traditional application attacks and API-targeted exploits. Autonomous AI shopping agents are creating a signal masking problem by mimicking human microbehaviors, while threat actors use agent hijacking to compromise legitimate AI assistants and abuse stored payment credentials. AI training crawlers from OpenAI, ByteDance, and Anthropic account for more than 70% of AI bot triggers in commerce, yet organizations allowed three-quarters of monitored bot activity to pass unrestricted. Commerce was targeted by Layer 7 DDoS attacks nearly 3 trillion times in 2025, with the retail vertical bearing 84% of that volume, and average daily phishing volume across commerce customers surged from 56,600 in February to 134,600 in April.

Akamai Technologies has been named a Customers’ Choice in the 2026 Gartner Peer Insights Voice of the Customer for Edge Distribution Platforms. The recognition is based on high customer ratings and willingness to recommend from industry professionals. The award highlights Akamai’s position in edge distribution as enterprises increase their use of edge solutions. Akamai’s stock trades at $126.19, with a return of 48.3% year to date and 63.1% over the past year.

Akamai has been named a Customers’ Choice in the 2026 Gartner Peer Insights Voice of the Customer for Edge Distribution Platforms. The recognition is based on 85 eligible published enterprise reviews, with Akamai receiving an overall rating of 4.7 out of 5 stars. 71% of reviewers gave a perfect 5-star rating, and 91% expressed willingness to recommend the platform. Akamai also scored 4.7 out of 5 for both Product Capabilities and Deployment Experience.

Akamai has been selected as a strategic security partner for World Wide Technology’s AI Readiness Model for Operational Resilience, or ARMOR, framework. The collaboration positions Akamai as a foundational security architecture for AI factories built by WWT and accelerated by NVIDIA. Akamai’s role centers on eliminating the security tax by offloading its Guardicore Segmentation to NVIDIA BlueField DPUs, securing agentic AI and data lakes with API Security, and providing end-to-end defense with Prolexic DDoS mitigation. WWT’s ARMOR is described as the industry’s first holistic, vendor-agnostic AI security framework, covering governance, model security, secure AI operations, infrastructure security, data protection, and secure development lifecycle.

Akamai Technologies has completed its acquisition of secure enterprise browser provider LayerX for approximately US$205 million. The deal, first announced on May 14, brings LayerX's browser security platform into Akamai's Zero Trust portfolio, which already includes segmentation, Zero Trust Network Access, and DNS security solutions. The combined offering aims to give enterprises greater visibility and control over how employees, partners, and supply chains interact with web content and AI applications, leveraging Akamai's globally distributed network.