Akamai’s cloud infrastructure services have achieved a $400 million annual run rate, driven by adoption among hundreds of customers rather than a handful of large deals. Management highlights an egress-cost advantage over hyperscalers and a growing partner ecosystem, with large-cluster orders beginning to ramp over the next year.

The API Security unit has surpassed a $100 million run rate and is growing at over 100% annually. Renewal rates remain in the 90s percent range, and the company adds approximately $200–$250 million of new security revenue each year through internal innovation and strategic acquisitions like Noname.

Akamai’s Inference Cloud, offering latency-sensitive GPU inference at the edge, is live in about 20 locations with plans to expand to 20–40 sites. A major customer scaled a proof-of-concept into a $200 million, four-year contract, demonstrating demand from AI startups and enterprises for distributed GPU compute.

The Linode acquisition enabled Akamai to deliver enterprise-grade compute services with root access and managed containers. By shifting internal workloads off public clouds onto its own backbone network delivering hundreds of terabits per second, the company reduces egress fees and proves its infrastructure’s cost competitiveness.