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
Akamai Technologies Inc's stock rose by 5.04% as it crossed above the 5-day SMA, reflecting positive market reaction to its recent acquisition of thousands of NVIDIA Blackwell GPUs.
The acquisition aims to enhance Akamai's global distributed cloud infrastructure, creating a unified platform for AI R&D that improves the efficiency of AI inference workloads. This move addresses latency and data egress issues, which are significant barriers for many organizations in AI deployment, thereby strengthening Akamai's competitive position in the AI landscape. The new architecture also allows for on-site optimization of large language models, ensuring data privacy and compliance, which further enhances Akamai's adaptability in AI applications.
This strategic acquisition positions Akamai favorably in the rapidly evolving AI and cloud computing sectors, with expectations of significant cost savings and improved return on investment for businesses utilizing its AI inference platform.
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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: 110.220
Low
89.00
Averages
103.73
High
115.00
Current: 110.220
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.
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- 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.
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- 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.
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- 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
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- 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
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- 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.
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