AK AKAM Akamai Technologies Inc Loading... : Investor Sentiment and Bull/Bear Views

The author likes Akamai because he considers it undervalued relative to other Edge AI Cloud companies. He lists AKAM as part of his personal AI-race portfolio, with the ASI buildout as the long-horizon catalyst. The stated risk is that ASI is never achieved, which he concedes is uncertain.

Akamai is Cramer's favorite CDN value: it trades below 16 times this year's earnings, and he thinks investors get the new Anthropic contract—an $11.6 billion, seven-year commitment worth $1.66 billion annually—for free. Its Akamai Inference Cloud uses distributed smaller data centers to handle AI inference close to users, which reduces latency and may be an easier sale than politically toxic massive central data centers; management sees customer interest, a fourth-quarter turn, and a 2027 boom despite an investment-year earnings hit. Cramer says buy the stock right here, right now.

Akamai's AI inference cloud and distributed data-center strategy should benefit from AI inference at scale; its $11.6 billion seven-year Anthropic commitment is huge, the stock has given back all its gains, and it trades below 16 times earnings, so Cramer says buy it right here.