Competitor AWS or Google Cloud secures Akamai's unnamed AI partner by 2027

Akamai announced a $1.8B deal with a 'leading frontier model provider' but did not name the partner. Given the scale and exclusivity of such deals, it's likely the partner is a top-tier AI firm. Predicting that AWS or Google Cloud will be revealed as the partner or poach it by 2027.

Implied probability (Yes)

55%