$AKAM 0.52 Developing

Notable posts

• @StockSavvyShay neutral 1587 eng

  THE NEW AI INFRASTRUCTURE STACK Piper Sandler mapped the new AI infrastructure stack across 8 layers from the power grid all the way to the agent as AI scaling creates bottlenecks across power, cooling, networking, storage, cloud & inference: Layer 1 | Power, Grid & Real Estate • $NEE building renewable power backbone hyperscalers need to scale AI • $CEG monetizing 24/7 nuclear power AI data centers increasingly require • $TLN building behind the meter nuclear power model for AI campuses • $IREN turning scarce power & interconnects into hyperscale AI capacity • $DLR owning physical real estate underneath global AI infrastructure • $EQIX owning interconnection layer where AI networks & clouds meet Layer 2 | Physical Datacenter, Shell & Cooling • $VRT building 800V DC powertrain needed for next jump in AI rack density • $SMCI assembling liquid cooled rack systems that turn GPUs into usable compute Layer 3 | Silicon & Hardware • $NVDA building compute platform underneath AI economy • $AMD building second full stack accelerator platform at hyperscale • $AVGO designing custom AI silicon behind Google TPUs & Meta MTIA as hyperscalers move deeper into proprietary compute • $GOOGL turning TPUs from an internal advantage into a hardware business sold directly into customer data centers • $INTC turning 14A into a real external foundry business with $TSLA as an anchor customer and its largest reported foundry deal yet • $ARM moving into full server CPUs & capturing the full value of the chip instead of dollars per core Layer 4 | Scale Up & Scale Out Networking • $ANET building Ethernet backbone connecting hyperscale AI clusters • $CSCO extending enterprise networking into AI data center fabric • $CLS manufacturing physical networking hardware connecting AI clusters Layer 5 | High Performance Storage • $PSTG using DirectFlash to reclaim power & rack space for AI infrastructure • $DELL bundling servers & storage into an integrated enterprise AI stack • $NTAP connecting enterprise data estates to cloud AI workloads • $HPE bringing enterprise storage into an infrastructure as a service model Layer 6 | Orchestration & Workloads • $IBM turning Red Hat OpenShift into enterprise control plane for private & hybrid AI deployments • $NTNX bringing AI infrastructure stack into private & on prem environments Layer 7 | GPUaaS & Cloud • $CRWV proving GPU residual value with fully priced A100 capacity contracted through 2029 • $NBIS building an AI cloud around 5GW of contracted power with customers prepaying 50% of capex • $DOCN bringing AI compute & inference below hyperscale cloud layer • $MSFT turning Azure into one of largest distribution layers for AI compute • $AKAM pushing AI inference closer to where users consume it • $AMZN monetizing AI through hyperscale cloud infrastructure & its own silicon • $ORCL building AI cloud capacity against a heavily concentrated backlog of large customer commitments Layer 8 | Model Execution, Tokens & Agents • $NET becoming distribution layer between AI agents and the internet as non human traffic crosses more than 50% of its network • $FSLY moving inference closer to the end user through edge compute

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• @wallstengine neutral 488 eng

  GAVIN BAKER Q2 PORTFOLIO UPDATE Atreides Management disclosed its portfolio as of June 30. Notable new positions $SPCX — $4.67B $CBRS — $687M stock + $155M calls $META — $227M stock + $676M calls $APH — $113M $GTLB — $103M $CIFR — $88M $IOT — $75M Biggest adds $CRWV: 810K → 2.12M shares $WIX: 650K → 1.46M $PANW: 562K → 877K $AKAM: 683K → 911K $MA: 50K → 94K Biggest trims $ALAB: 3.37M → 1.22M shares $U: 13.89M → 10.25M $W: 1.43M → 844K $TWLO: 922K → 720K $GOOGL: 555K → 488K $MU: 760K → 711K Largest positions $SPCX — $4.67B $MU — $821M $CBRS — $687M $ALAB — $588M $CIEN — $338M $CRDO — $307M $PANW — $299M $U — $293M Notable exits $LITE, $SATS, $ZM, $RKT, $VST, $HUBS, $RBLX, $SNPS, $AXON, $AVAV, $RBRK and $SNOW. SpaceX became Atreides’ largest disclosed equity position at $4.67B.

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• @wallstengine neutral 410 eng

  ANTHROPIC SIGNS $11.6B AKAMAI CLOUD DEAL Anthropic has committed $11.6B over seven years to use Akamai $AKAM infrastructure for growing CPU workloads, with options to expand the relationship by another $9B, bringing the potential total to ~$20B. As part of the deal, Anthropic received warrants that could give it up to ~5% of Akamai. About 2% is expected to vest with the initial commitment, with the remaining 3% tied to further cloud spending. Akamai expects ~$5.5B of capex related to the initial deal, including an additional ~$1.7B in 2026 to secure components such as memory.

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• @StockSavvyShay bullish 469 eng

  Anthropic is set to spend $518B on cloud, computing and infrastructure obligations in the coming years. That spend stretches across TPUs, Trainium, GPUs, memory and even CPUs for agentic workloads pulling demand through nearly the entire AI stack: • Memory: $MU, $SKHY • Cloud & compute: $GOOGL, $AVGO, $AMZN, $NVDA, $AMD, $MSFT • AI infrastructure & capacity: $CIFR, $CRWV, $SPCX, $WULF, $HUT, $AKAM

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• @StockSavvyShay neutral 335 eng

  10 NAMES MAPPING THE AI CLOUD LANDSCAPE 1. $CRWV combines deep $NVDA integration with software designed to keep massive AI training clusters running efficiently 2. $NBIS combines in-house hardware + software with control over infrastructure and power creating more opportunities to improve efficiency 3. $DOCN makes AI inference and agent development accessible to smaller businesses through a managed cloud platform 4. $IREN combines owned land with a large secured power pipeline giving it a foundation for expanding AI capacity 5. $SHAZ combines regional partnerships with sovereign cloud capabilities to serve customers needing local infrastructure and data control 6. $NET combines AI inference with developer tools, storage and security making it easier to build applications across its edge network 7. Crusoe builds its campuses around available energy aligning data center development with power needed to operate them 8. Lambda specializes in dense GPU clusters with managed software that simplifies training and running AI models 9. $AKAM brings computing, security and content delivery together across an established global network close to customers 10. $FSLY uses lightweight WebAssembly execution to start applications quickly and handle requests close to users

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• @StockSavvyShay neutral 179 eng

  Anthropic committed ~$12B over seven years to $AKAM for CPU infrastructure with options that could take the deal to ~$20B. Akamai will spend ~$5.5B to support the initial build while Anthropic gets warrants for up to ~5% of the company as cloud spend scales. https://t.co/k52i2XasUF

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• @wallstengine neutral 93 eng

  Today's Key Events (All EST) — 08/06/2026 05:30: US Challenger Layoffs 08:30: US Initial Jobless Claims 10:00: US Wholesale Inventories MoM Revised 17:30: Fed's Musalem Speaks Before Open 👇 06:00: Celsius $CELH 06:00: Oscar Health $OSCR 06:20: Himax $HIMX 06:30: Planet Fitness $PLNT 06:30: Kenvue $KVUE 06:45: Warby Parker $WRBY 07:00: Datadog $DDOG 07:00: ConocoPhillips $COP 07:00: D-Wave Quantum $QBTS 07:00: Energy Fuels $UUUU 07:00: Unity $U 07:00: Fiserv $FISV 07:00: Keurig Dr Pepper $KDP 07:00: Insmed $INSM 07:00: Zoetis $ZTS 07:00: BlackSky $BKSY 07:00: Peloton $PTON 07:00: Howmet Aerospace 07:00: Shift4 $FOUR 07:00: Warner Bros. Discovery $WBD 07:00: PENN Entertainment 07:00: Palladyne AI $PDYN 07:05: Constellation Energy $CEG 07:30: Cheniere Energy $LNG 08:00: Ralph Lauren $RL After Hours 👇 16:00: Airbnb $ABNB 16:00: Trade Desk $TTD 16:00: Serve Robotics $SERV 16:00: Akamai $AKAM 16:00: Doximity $DOCS 16:05: Rigetti Computing $RGTI 16:05: Innodata $INOD 16:05: MP Materials 16:05: Roku 16:05: Red Cat $RCAT 16:05: Atlassian $TEAM 16:05: Rocket $RKT 16:05: Ouster $OUST 16:05: LYFT 16:05: Twilio $TWLO 16:05: Marathon Digital $MARA 16:05: Dropbox $DBX 16:05: JFrog 16:05: Natera $NTRA 16:10: Applied Optoelectronics $AAOI 16:10: Monster Beverage $MNST 16:15: DraftKings $DKNG 16:15: Cloudflare $NET 16:15: CleanSpark $CLSK 16:15: Microchip $MCHP Follow @wallstengine for detailed earnings highlights from many of these companies throughout the day

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• @wallstengine neutral 91 eng

  Akamai $AKAM authorized Jabil $JBL to procure about $1.7B of memory components, with Jabil holding the inventory on consignment and repurchasing it at cost as Akamai uses it. Akamai also signed a new Lenovo hardware, software and services agreement with a 3-year master term and a related 7-year statement of work. The commitments come as Akamai ramps infrastructure behind its 7-year, $11.6B Anthropic cloud deal, which could expand by another $9B to roughly $20B total.

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