Infrastructure Stocks Surge as AI Bots Dominate Web Traffic
AI agents now drive 57% of web traffic, fueling growth in infrastructure stocks and prompting new monetization debates for content delivery networks.

AI agents now drive 57% of web traffic, fueling growth in infrastructure stocks and prompting new monetization debates for content delivery networks.

Anthropic is at odds with the U.S. administration over AI regulatory frameworks, a conflict that market participants believe could impact the company's valuation trajectory.

AI developer Anthropic has reached a valuation of $965 billion, while securing a $12 billion infrastructure deal with Akamai.

Anthropic has committed to spending $11.6 billion on Akamai’s cloud infrastructure over seven years, marking the largest deal in Akamai’s history.

Akamai Technologies signed a seven-year cloud services deal with Anthropic valued at $11.6 billion, with the potential to reach $20 billion.

Akamai Technologies has signed a cloud computing deal with Anthropic worth $11,6 billion, with the potential to reach $20 billion.
