$AKAM

Akamai Technologies Inc

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$AKAM

Akamai Technologies Inc

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All voices1 call since May 2026show all

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@investmentguru_May 23, 2026 · 1:02 AM

$AKAM Akamai is quietly becoming one of the most compelling AI infrastructure plays hiding in plain sight. Q1 2026 delivered $1.07B in revenue (+6% YoY), with Cloud Infrastructure Services surging 40% YoY and Security revenue hitting $590M (+11% YoY) — and then they dropped the real headline: a leading frontier AI model provider committed $1.8 billion over seven years for Cloud Infrastructure Services , validating Akamai’s positioning as critical backbone for the AI economy. The Street has underappreciated this transition — Akamai isn’t just a legacy CDN anymore. It’s an edge compute + cybersecurity platform that AI companies are now paying billions to access, with security as the primary revenue driver at $2.24B annually, a distributed cloud footprint generating $708M, and $1.52B in operating cash flow funding the whole expansion. If the market re-rates $AKAM as an AI infrastructure name rather than a CDN dinosaur, the multiple expansion story writes itself. Not financial advice.

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Frequently asked

Who mentions $AKAM most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $AKAM most — 1 mention in the past 12 months.

When was $AKAM first mentioned on Surfaced?

The earliest tracked mention of $AKAM in the Surfaced archive was on May 23, 2026.

How many voices track $AKAM?

1 FinTwit voice has mentioned $AKAM 1 times in the past 12 months.

What kind of voices mention $AKAM most?

$AKAM is mentioned most by Long Research voices on Surfaced.