Anthropic is moving on several fronts as it prepares to go public, from restructuring founder control and expanding its compute capacity to opening a direct line with the White House.
According to The Information, the company is asking shareholders to approve a structure that would give CEO Dario Amodei and his six co-founders special shares carrying a combined 50.1% of the vote on most corporate matters, provided at least three of them retain a minimum stake. Super-voting shares have been used by Mark Zuckerberg at Meta and Evan Spiegel at Snap, but Anthropic’s group approach is unusual. The seven co-founders reportedly own about 2% each and have pledged to give away 80% of their wealth, a commitment Amodei announced in January alongside a warning that AI-driven wealth concentration could destabilize society. The new shares carry no extra economic value. Under the plan, Anthropic’s Long-Term Benefit Trust would still choose most of the board, the founders’ board seats would rise from two to three, and employees would receive their own stock to break ties on some issues. Anthropic was valued at $965 billion in May and has recently traded at $1.5 trillion on the secondary market.
Separately, Akamai said Anthropic will spend $11.6 billion over seven years on its cloud infrastructure, more than six times the $1.8 billion deal Bloomberg reported in May and the largest contract in Akamai’s history. The commitment depends on Akamai meeting delivery and service-availability requirements, and either side can exit under certain conditions. The deal highlights growing demand for CPUs as AI agents take on more tasks, though Akamai did not specify Anthropic’s intended use. Executives said they expect $150 million to $300 million in revenue in 2027, rising to an annual pace of about $1.7 billion by the end of 2028, with roughly $5.5 billion in spending needed to build capacity.
In a first for Akamai, the agreement includes a warrant giving Anthropic the right to buy up to about 5% of the company at $111.33 a share. Around 2% vests with Anthropic’s first payment, and each additional $3 billion in spending unlocks roughly another 1%, meaning the deal could grow to about $20 billion. The structure reverses the typical circular AI deal, in which suppliers invest in the labs buying their products, and mirrors an arrangement AMD struck with OpenAI last year. Anthropic has previously received investment from Amazon, Google, Microsoft and AMD, though Amodei told The New York Times last December that it does not engage in such deals at the scale of some rivals. Akamai shares rose as much as 17% after hours.
Amodei is also set to have dinner with President Donald Trump at the White House, their first one-on-one meeting, Axios reported and TechCrunch confirmed. The two have recently taken opposing positions on AI safety, with Amodei releasing a plan to pace AI development and Trump describing the AI backlash as a Democratic hoax. Anthropic is also contesting in court a Pentagon designation labeling it a supply-chain risk, though other administration officials have been friendlier toward the company.
