Sep 24, 2026 · 7 min
AI contracts lift Akamai as Oracle faces data-center credit risk
Akamai-Anthropic Contract, Oracle's New Data Center, Everpure Jumps
The episode shows how AI infrastructure demand can reward capacity providers while exposing the financing risks behind ambitious data-center expansion.
- 1Akamai rose after Anthropic signed an $11.6 billion, seven-year computing agreement tied to AI capacity.
- 2Oracle fell as a New Mexico data-center dispute raised questions about deferred costs and credit risk.
- 3Everpure surged after forecasting 2028 revenue well above analyst expectations, extending the AI storage trade.
Don't miss
Akamai’s $11.6 billion, seven-year Anthropic contract becomes the clearest example of AI demand translating into a stock-market surge.
The brief
Akamai Technologies surged after Anthropic agreed to an $11.6 billion, seven-year computing contract, highlighting the company’s shift from content delivery infrastructure toward AI capacity.
The discussion puts Akamai’s move in historical perspective, noting its much higher share price around the end of 1999 and the stock’s decline over the intervening decades.
Oracle moved the other way as reports about force majeure provisions tied to a New Mexico data-center project raised concerns over deferred expenses and credit risk.
Everpure reached a record high after forecasting 2028 revenue well above analyst expectations, making the data-storage company one of the day’s strongest S&P 500 performers.
Together, the movers show that the AI infrastructure boom is not a single trade: contracts, financing exposure, and forward guidance are producing sharply different market reactions.
What was said on this episode
12 statements · 6 positive · 5 negative · 1 neutral
Akamai Technologies rose approximately 25% in post-market trading.
“Akamai Technologies. Jumping about 25% in post-market trading.”
Listen at 0:57
Anthropic signed Akamai an $11.6 billion, seven-year computing contract.
“Anthropic has signed an $11.6 billion, 7-year contract with the company for computing power.”
Listen at 1:05
Akamai will supply Anthropic access to CPUs through their partnership.
“they're going to supply Anthropic access to central processing units, CPUs, chips essentially in this partnership.”
Listen at 1:16
Akamai stock had risen 26% year to date.
“The stock, it's up 26% year to date as of the close of today.”
Listen at 2:25
Akamai shares traded at $327 around the end of 1999.
“It was a $327 share of stock.”
Listen at 2:39
Akamai’s stock declined without a stock split.
“And they haven't done a split or anything, so it's gone down.”
Listen at 2:45
Oracle shares fell approximately 3.5% during the day.
“It finished the day down about 3.5%.”
Listen at 3:10
Oracle is attempting to defer payments if its data center project fails.
“what they're trying to do is put off payments if the data center failed.”
Listen at 3:30
Oracle’s credit risk rose throughout the year and reached a record high.
“The credit risk of Oracle has been rising all year. And it hit a record high today.”
Listen at 3:36
Poor returns on Oracle’s AI and data-center investments would be unfavorable.
“any hint that things aren't going well, that they're not going to, you know, make money on all the investments that they've made on AI and data centers, it's not good.”
Listen at 3:52
Everpure shares reached a record high and rose as much as 20%.
“It hit a record high today, was up 11% at one point, up as high as 20%.”
Listen at 4:34
Everpure forecast 2028 revenue above the average analyst estimate.
“The data storage company forecast revenue for 2028 that exceeded the average analyst estimate.”
Listen at 4:41
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Featuring
Anthropic
New MexicoListen to the full episode and explore every guest, topic, and moment on PodLume.