Akamai’s $1.8 billion frontier-model cloud infrastructure contract is scheduled to begin ramping in Q4 2026, with $20 million-$25 million of revenue expected in that quarter.
A new U.S. robotics technology company committed more than $600 million over four years to Akamai CIS, with revenue expected to ramp fully through 2027.
Akamai expects CIS revenue to accelerate sharply in Q4 2026 as GPU deployments and large contracts begin generating revenue.
Management guides total Akamai revenue growth to accelerate from single digits in 2026 to low teens in 2027, supported by multiyear CIS commitments.
Akamai plans up to $500 million of additional CapEx to replenish and expand GPU capacity, with about $60 million in 2026 and the remainder early 2027.
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