阿卡邁與 Anthropic 簽署116億美元雲端協議，授予最高5%持股的認股權證

作者：Harshita Mary VargheseBy Harshita Mary Varghese

路透9月24日電——阿卡邁科技（Akamai Technologies）週四與 Anthropic 簽署一項價值116億美元的雲端服務協議，並發行一份認股權證，可能讓這家 AI 實驗室取得這家雲端公司最高5%持股，帶動阿卡邁股價在盤後交易中大漲22%。Sept 24 (Reuters) - Akamai Technologies signed an $11.6 billion cloud services deal with Anthropic on Thursday, and issued a warrant that could give the AI lab up to 5% stake in the cloud company, sending its shares surging 22% in extended trading.

這項協議取得了成長最快的 AI 公司之一的長期承諾，也使阿卡邁今年在客戶群中宣布的多年期雲端基礎設施交易，累計超過28億美元。The agreement secures a long-term commitment from one of the fastest-growing AI companies, and adds to more than $2.8 billion in multi-year cloud infrastructure deals Akamai announced across its customer base this year.

根據這份為期7年的合約，該認股權證將賦予 Anthropic 以每股111.33美元購買 B 系列股份的權利，這些股份可轉換為約770萬股阿卡邁普通股。Under the seven-year contract, the warrant would give Anthropic the right to purchase Series B shares at $111.33 each that converts into about 7.7 million shares of Akamai's common stock.

準備首次公開募股（IPO）的 Anthropic 一直積極擴充運算能力，並確保訓練與運行功能日益強大的模型所需的基礎設施，推動其與雲端及資料中心供應商達成數十億美元規模的交易。IPO-bound Anthropic has been aggressively expanding its computing power and securing the infrastructure needed to train and run increasingly powerful models, driving multibillion-dollar deals with cloud and data-center providers.

路透社上月報導，Anthropic 同意斥資450億美元，向 Nscale 位於西維吉尼亞州的資料中心園區租用 AI 雲端運算能力。It agreed to spend $45 billion to rent AI cloud computing power from Nscale's West Virginia data center campus, Reuters reported last month.

eMarketer 分析師雅各・伯恩（Jacob Bourne）表示：「儘管外界愈來愈擔心代理型 AI 可能帶來不利後果，基礎設施投資仍將持續擴大，以支援愈來愈需要密集運算的代理型工作負載。」"Despite growing concerns about potential adverse consequences of agentic AI, infrastructure investment will continue to expand to support increasingly compute-intensive agentic workloads," said Emarketer analyst Jacob Bourne.

伯恩表示，這項潛在持股「可被視為對 AI 驅動雲端需求持久性的信任票」。The potential stake "can be seen as a vote of confidence in the durability of AI-driven cloud demand."

該認股權證中相當於阿卡邁約2%在外流通普通股的部分，與 Anthropic 的116億美元承諾掛鉤；若兩家公司把協議再擴大最多90億美元，剩餘3%將歸屬。A portion of the warrant representing about 2% of Akamai's common stock outstanding is tied to Anthropic's $11.6 billion commitment, while the remaining 3% would vest if the companies expand the agreement by up to another $9 billion.

阿卡邁表示，與初始承諾相關的資本支出總額估計約為55億美元。Akamai said the total capital expenditure related to the initial commitment is estimated to be about $5.5 billion.

該公司預期，此事不會影響其年度營收預測；為了確保並預先採購支援該協議所需的零組件，包括記憶體，該公司2026年資本支出將增加約17億美元。The company expects no impact to its annual revenue forecast, and an increase of about $1.7 billion in its 2026 capital spending to secure and pre-purchase components needed to support the agreement, including memory.

另外，阿卡邁授權電子產品製造商捷普（Jabil）根據既有服務協議採購價值約17億美元的記憶體零組件。Separately, Akamai authorized electronics firm Jabil to purchase about $1.7 billion worth of memory components under an existing services agreement.

（班加羅爾 Harshita Mary Varghese 報導；Shilpi Majumdar 編輯）(Reporting by Harshita Mary Varghese in Bengaluru; Editing by Shilpi Majumdar)