---
title: "AKAM Akamai Technologies"
canonical: "https://supercyclehq.com/stock/akamai-technologies"
type: "stock"
dataAsOf: "2026-11-02"
ticker: "AKAM"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Akamai Technologies (AKAM)

Akamai Technologies runs one of the world's largest distributed computing platforms.

## AI Exposure Score

**35/100, Growing.** Akamai is repositioning its global edge network as AI inference infrastructure through Akamai Inference Cloud, built with NVIDIA. AI revenue is small today, so the thesis depends on security and delivery demand while distributed inference adoption plays out.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $86.69 |
| Change 1d | -6.50% |
| Change 7d | -11.99% |
| Change 30d | -20.41% |
| Change 1y | +16.32% |
| 52-week high | $161.14 |
| 52-week low | $71.97 |
| Market cap | $12.5B |
| P/E | 31.41 |
| EPS | $2.76 |
| Next earnings | 2026-11-05 |

Quote as of 2026-11-02.

## Company

| Field | Value |
| --- | --- |
| Exchange | NASDAQ |
| Sector | Technology |
| Headquarters | Cambridge, MA |
| CEO | F. Thomson Leighton |
| Employees | 11,000 |
| Website | https://www.akamai.com |
| Buildout layers | [Cloud & Hyperscalers](https://supercyclehq.com/category/cloud-infrastructure) |

## What the company does

Akamai Technologies runs one of the world's largest distributed computing platforms. It makes money from three lines: cybersecurity products, content delivery services that speed up websites and video, and cloud computing on its Akamai Connected Cloud.

Security is now the largest business, spanning web application protection, bot management, and Guardicore Segmentation. The AI story centers on Akamai Inference Cloud, built with NVIDIA, which places GPU-powered inference in Akamai's thousands of edge locations so AI responses happen close to users instead of in distant data centers.

Founded in 1998 out of MIT research and headquartered in Cambridge, Massachusetts, Akamai employs about 11,000 people and trades on the Nasdaq. Co-founder F. Thomson Leighton has led the company as chief executive since 2013.

## Role in the AI buildout

Akamai sits in the Cloud Infrastructure layer with a distinctive angle: distributed inference. While hyperscalers concentrate GPUs in giant campuses, Akamai is wiring inference capacity into its edge network of thousands of points of presence, betting that latency-sensitive AI applications will need compute near users. Its delivery and security businesses fund the pivot and give it existing relationships with the enterprises that would buy edge inference. AI revenue is early, so the role is strategic rather than central.

## Tracked investors holding it (13F)

| Investor | Fund | Position value | Portfolio % | Change | Period |
| --- | --- | --- | --- | --- | --- |
| [Gavin Baker](https://supercyclehq.com/investors/gavin-baker) | Atreides Management | $107.6M | 0.97% | increased | 2026-06-30 |

## FAQ

### What does Akamai Technologies do?

Akamai operates a global distributed computing platform with three businesses: cybersecurity products, content delivery services that accelerate websites and streaming, and cloud computing services on the Akamai Connected Cloud. Security is now its largest revenue line.

### How is Akamai Technologies exposed to AI?

Akamai Inference Cloud, built with NVIDIA, positions its global edge network as distributed AI inference infrastructure. Supercycle rates it Growing with an AI Exposure Score of 35 out of 100, since security and delivery still drive nearly all revenue.

### What is Akamai Inference Cloud?

It is Akamai's edge AI platform, developed with NVIDIA, that deploys GPU-powered inference across Akamai's global points of presence. The goal is to serve latency-sensitive AI applications, such as agents and real-time personalization, closer to users than centralized data centers can.

### Who leads Akamai Technologies?

Co-founder F. Thomson Leighton has served as chief executive officer since 2013. Akamai was founded in 1998 out of MIT research, is headquartered in Cambridge, Massachusetts, and employs about 11,000 people worldwide.

### Is AKAM a pure play AI stock?

No. Supercycle classifies AKAM as Growing with a score of 35 out of 100. Edge inference is a strategic bet layered on a security and content delivery business that generates nearly all of today's revenue.

---

Source: https://supercyclehq.com/stock/akamai-technologies. Data as of 2026-11-02. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.