Akamai Acquires NVIDIA Blackwell GPUs to Enhance AI Infrastructure
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 03 2026
0mins
Should l Buy AKAM?
Source: Newsfilter
- Acquisition of NVIDIA GPUs: Akamai has announced the acquisition of thousands of NVIDIA Blackwell GPUs to enhance its global distributed cloud infrastructure, aiming to create a unified platform for AI R&D that improves the efficiency of AI inference workloads.
- Latency Reduction: The new architecture supports rapid inference by reducing latency and data egress issues associated with centralized data centers, addressing the primary barrier faced by 56% of organizations in AI deployment, thereby enhancing the company's competitive position in the inference era.
- Localized Optimization: Akamai's GPU clusters enable on-site optimization of large language models, ensuring data privacy and regional compliance, which further enhances the company's flexibility and adaptability in AI applications.
- Cost Savings: Compared to traditional hyperscaler infrastructure, Akamai's AI inference platform can reduce latency by up to 2.5 times, helping businesses save as much as 86% on AI inference costs, significantly improving return on investment.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy AKAM?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on AKAM
Wall Street analysts forecast AKAM stock price to fall
11 Analyst Rating
6 Buy
5 Hold
0 Sell
Moderate Buy
Current: 114.500
Low
89.00
Averages
103.73
High
115.00
Current: 114.500
Low
89.00
Averages
103.73
High
115.00
About AKAM
Akamai Technologies, Inc. is a cybersecurity and cloud computing company. The Company develops and provides solutions for global enterprises to build, secure and accelerate their applications and digital experiences. Akamai Connected Cloud, the Company's platform, is comprised of an edge and cloud architecture and underlying network for cloud computing, security and content delivery services. Its cloud computing services include compute, storage, networking, database and container management services that are required to build, deploy and secure applications and workloads. Its security solutions are designed to keep infrastructure, websites, applications, application programming interfaces and users safe from a multitude of cyberattacks and online threats while improving performance. Its content delivery solutions consist of Web and mobile performance focused solutions and media delivery solutions. It also specializes in serverless WebAssembly function-as-a-service (FaaS) technology.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
AI Traffic Surpasses Human Users, Report Reveals
- Traffic Surge: The Human Security report reveals that automated traffic grew almost eight times faster than human activity in 2025, indicating a rapid shift towards AI dominance on the internet.
- Data Processing Scale: The report is based on over one quadrillion interactions processed by Human Security's Human Defense Platform, providing a significant benchmark for the industry despite challenges in quantifying automated activity across the internet.
- Agentic Activity Growth: In 2025, the volume of AI agentic activity surged nearly 8,000%, showcasing the increasing capability of AI to perform user actions autonomously, thereby transforming traditional internet interactions.
- Future Predictions: Cloudflare CEO Matthew Prince predicts that by 2027, AI bot traffic will surpass human traffic, reflecting the immense data demands of generative AI and its potential impact on the structure of the internet.
See More
Akamai Launches New Brand Protection Tool
- AI-Powered Brand Protection: Akamai's new tool, Akamai Brand Guardian, leverages AI technology to achieve 99.99% accuracy in automatically identifying and managing brand impersonation, effectively safeguarding digital assets and customer relationships.
- Modern Scam Response: With the rise of generative AI, scammers can quickly create fake websites; Akamai Brand Guardian replaces traditional manual discovery methods with continuous monitoring and risk management, significantly enhancing corporate response speed.
- Automated Response Mechanism: The tool accelerates the investigation and takedown of fraudulent sites through automated workflows, ensuring businesses can swiftly counteract attacks from scammers, thereby reducing potential revenue losses and customer trust crises.
- Comprehensive Security Defense: Akamai Brand Guardian integrates brand abuse data with broader security insights, helping companies build a more complete digital risk defense system, enhancing overall security and customer experience.
See More
Market Update: Nvidia and Software Sector Insights
- Nvidia Stock Fluctuations: Nvidia's shares have fallen 13.5% from their October peak, and while they have gained 50% over the past year, they are down 1.76% so far in 2026, indicating market caution regarding its future performance.
- Software Sector Struggles: The S&P Software & Services Index has dropped 26% from its October 28 high and is down 18% year-to-date in 2026, reflecting concerns that artificial intelligence may replace traditional software, leading to poor overall sector performance.
- Vertiv's Strong Performance: Vertiv's stock has surged nearly 203% over the past year, despite a 4% decline from last week's high, as demand for its cooling equipment and power management systems for data centers continues to grow, showcasing the positive impact of the AI wave.
- Lululemon Earnings Outlook: Lululemon is set to report earnings after the bell on Tuesday, having lost 22% in the past three months and 54% from last March's high, with market expectations for its future performance being relatively low.
See More
Raymond James Raises Akamai Price Target to $120
- Price Target Increase: Raymond James raised Akamai's price target from $100 to $120, reflecting strong momentum in AI-driven GPU clusters and stability in the delivery business, suggesting steadier performance over the next 12 months.
- Analyst Rating Maintained: Analyst Frank Louthan noted in a client report that given Akamai's growth potential, the board should consider instituting a dividend, which would likely be well-received and further boost investor confidence.
- Stock Price Rise: Akamai's shares increased in Friday trading, indicating market optimism regarding its future performance and reflecting investor approval of the company's strategic direction.
- Long-Term Growth Potential: Analysts emphasized that Akamai's investments in AI and cloud infrastructure, particularly its partnership with Nvidia, will provide long-term growth opportunities and enhance its competitive position in the market.
See More
Oracle Discloses $2 Billion Stake in TikTok Joint Venture
- Investment Disclosure: Oracle disclosed its investment of approximately $2 billion in the TikTok USDS joint venture, reflecting its strategic positioning in the emerging social media market, despite the overall investment amount being $2.2 billion, indicating confidence in future growth.
- Equity Structure Analysis: Oracle holds a 15% stake in the joint venture and has a board seat, alongside Silver Lake and MGX, each also controlling 15%, while ByteDance owns just under 20%, allowing Oracle to play a significant role in the venture's direction.
- Data Security Responsibility: According to a White House memo, Oracle will be responsible for storing and monitoring TikTok's U.S. user data, which not only enhances its influence in the data security domain but also potentially increases user trust in the platform.
- Operational Challenges Addressed: Despite a rocky transition where TikTok experienced posting delays due to issues at Oracle's data center, services were fully restored within three days, demonstrating Oracle's responsiveness and operational resilience in addressing technical challenges.
See More
Amazon Temporarily Blocks Perplexity's Access to Its Site
- Legal Proceedings Update: A federal judge has temporarily blocked startup Perplexity from accessing Amazon's site via its Comet AI browser, reflecting Amazon's firm stance on platform protection, which could impact Perplexity's market strategy.
- Evidence Support: Judge Maxine Chesney noted that Amazon provided 'strong evidence' of unauthorized access by Perplexity, with the company spending over $5,000 to respond, highlighting its commitment to customer data security.
- Security Risk Warning: Amazon's lawsuit indicated that Perplexity's AI agents pose security risks to customer data as they can operate within protected systems requiring passwords, potentially diminishing customer trust and affecting Amazon's user base.
- Advertising Business Challenges: Amazon stated that Perplexity's agents create challenges for its advertising business, necessitating the development of new mechanisms to identify and exclude automated traffic, ensuring advertisers only pay for genuine user impressions, which could increase operational costs and impact profitability.
See More
AI Traffic Surpasses Human Users, Report Reveals
- Traffic Surge: The Human Security report reveals that automated traffic grew almost eight times faster than human activity in 2025, indicating a rapid shift towards AI dominance on the internet.
- Data Processing Scale: The report is based on over one quadrillion interactions processed by Human Security's Human Defense Platform, providing a significant benchmark for the industry despite challenges in quantifying automated activity across the internet.
- Agentic Activity Growth: In 2025, the volume of AI agentic activity surged nearly 8,000%, showcasing the increasing capability of AI to perform user actions autonomously, thereby transforming traditional internet interactions.
- Future Predictions: Cloudflare CEO Matthew Prince predicts that by 2027, AI bot traffic will surpass human traffic, reflecting the immense data demands of generative AI and its potential impact on the structure of the internet.
See More
Akamai Launches New Brand Protection Tool
- AI-Powered Brand Protection: Akamai's new tool, Akamai Brand Guardian, leverages AI technology to achieve 99.99% accuracy in automatically identifying and managing brand impersonation, effectively safeguarding digital assets and customer relationships.
- Modern Scam Response: With the rise of generative AI, scammers can quickly create fake websites; Akamai Brand Guardian replaces traditional manual discovery methods with continuous monitoring and risk management, significantly enhancing corporate response speed.
- Automated Response Mechanism: The tool accelerates the investigation and takedown of fraudulent sites through automated workflows, ensuring businesses can swiftly counteract attacks from scammers, thereby reducing potential revenue losses and customer trust crises.
- Comprehensive Security Defense: Akamai Brand Guardian integrates brand abuse data with broader security insights, helping companies build a more complete digital risk defense system, enhancing overall security and customer experience.
See More
Market Update: Nvidia and Software Sector Insights
- Nvidia Stock Fluctuations: Nvidia's shares have fallen 13.5% from their October peak, and while they have gained 50% over the past year, they are down 1.76% so far in 2026, indicating market caution regarding its future performance.
- Software Sector Struggles: The S&P Software & Services Index has dropped 26% from its October 28 high and is down 18% year-to-date in 2026, reflecting concerns that artificial intelligence may replace traditional software, leading to poor overall sector performance.
- Vertiv's Strong Performance: Vertiv's stock has surged nearly 203% over the past year, despite a 4% decline from last week's high, as demand for its cooling equipment and power management systems for data centers continues to grow, showcasing the positive impact of the AI wave.
- Lululemon Earnings Outlook: Lululemon is set to report earnings after the bell on Tuesday, having lost 22% in the past three months and 54% from last March's high, with market expectations for its future performance being relatively low.
See More
Raymond James Raises Akamai Price Target to $120
- Price Target Increase: Raymond James raised Akamai's price target from $100 to $120, reflecting strong momentum in AI-driven GPU clusters and stability in the delivery business, suggesting steadier performance over the next 12 months.
- Analyst Rating Maintained: Analyst Frank Louthan noted in a client report that given Akamai's growth potential, the board should consider instituting a dividend, which would likely be well-received and further boost investor confidence.
- Stock Price Rise: Akamai's shares increased in Friday trading, indicating market optimism regarding its future performance and reflecting investor approval of the company's strategic direction.
- Long-Term Growth Potential: Analysts emphasized that Akamai's investments in AI and cloud infrastructure, particularly its partnership with Nvidia, will provide long-term growth opportunities and enhance its competitive position in the market.
See More
Oracle Discloses $2 Billion Stake in TikTok Joint Venture
- Investment Disclosure: Oracle disclosed its investment of approximately $2 billion in the TikTok USDS joint venture, reflecting its strategic positioning in the emerging social media market, despite the overall investment amount being $2.2 billion, indicating confidence in future growth.
- Equity Structure Analysis: Oracle holds a 15% stake in the joint venture and has a board seat, alongside Silver Lake and MGX, each also controlling 15%, while ByteDance owns just under 20%, allowing Oracle to play a significant role in the venture's direction.
- Data Security Responsibility: According to a White House memo, Oracle will be responsible for storing and monitoring TikTok's U.S. user data, which not only enhances its influence in the data security domain but also potentially increases user trust in the platform.
- Operational Challenges Addressed: Despite a rocky transition where TikTok experienced posting delays due to issues at Oracle's data center, services were fully restored within three days, demonstrating Oracle's responsiveness and operational resilience in addressing technical challenges.
See More
Amazon Temporarily Blocks Perplexity's Access to Its Site
- Legal Proceedings Update: A federal judge has temporarily blocked startup Perplexity from accessing Amazon's site via its Comet AI browser, reflecting Amazon's firm stance on platform protection, which could impact Perplexity's market strategy.
- Evidence Support: Judge Maxine Chesney noted that Amazon provided 'strong evidence' of unauthorized access by Perplexity, with the company spending over $5,000 to respond, highlighting its commitment to customer data security.
- Security Risk Warning: Amazon's lawsuit indicated that Perplexity's AI agents pose security risks to customer data as they can operate within protected systems requiring passwords, potentially diminishing customer trust and affecting Amazon's user base.
- Advertising Business Challenges: Amazon stated that Perplexity's agents create challenges for its advertising business, necessitating the development of new mechanisms to identify and exclude automated traffic, ensuring advertisers only pay for genuine user impressions, which could increase operational costs and impact profitability.
See More
