Akamai Technologies, Inc.

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Data center backlash is delaying projects, but AI demand is shifting capital toward the companies solving the buildout's bottlenecks.

Akamai and Arista are tapping into the AI infrastructure boom, but differences in growth prospects, profitability and valuation could shape which stock has the edge.

AKAM is expanding its cloud computing business as AI demand grows, with specialized GPU infrastructure and cloud-native services attracting enterprise customers across industries.

Growing demand across the continuum of compute, including model training to low-latency inference, core-to-edge application hosting, and cloud disaster recovery Growing demand across the continuum of compute, including model training to low-latency inference, core-to-edge application hosting, and cloud disaster recovery