AKAM · Earnings call · 2026Q2T · Full report
GPU Supply and Capacity
AKAMAI TECHNOLOGIES INC · 2026-08-06 · Importance 67 · Surprise 66 · In source text
Akamai said all available GPU capacity is completely sold out, while GPU demand remains exceptionally strong and customers are reserving capacity months in advance. The company is placing a significant additional order with NVIDIA, partly for the new robotics contract and partly for expected pipeline demand. Large deals generally require six to nine months from signing to revenue recognition, with data-center space, equipment delivery, racking, and setup determining the ramp. Akamai is expanding into more locations and cities and expects to use its backbone, relationships with data-center providers, and smaller 5-to-20-megawatt deployments to secure power and capacity.
Key facts
- All of Akamai's GPU capacity is completely sold out.
- Akamai indicated it is placing another order with NVIDIA for a significant chunk of additional GPUs to satisfy the new order and pipeline demand.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| liability | negative | probable | — | Akamai indicated it is placing another order with NVIDIA for a significant chunk of additional GPUs to satisfy the new order and pipeline… |