A Nearly $12 Billion AI Deal Could Be Another Reason to Buy Nvidia Stock

Nvidia (NVDA) has been one of the biggest winners of the artificial intelligence (AI) infrastructure boom, with relentless spending on data centers continuing to fuel demand for its graphics processing units (GPUs) and networking equipment. But as AI workloads evolve, another part of Nvidia’s business is increasingly coming into focus: central processing units (CPUs). While still much smaller than its GPU franchise, CPUs could become an increasingly important contributor to the chipmaker’s next phase of growth.

A major new agreement between cloud infrastructure provider Akamai Technologies (AKAM) and frontier AI lab Anthropic could add another piece to that story. The nearly $12 billion deal does not directly involve Nvidia, at least based on what has been publicly disclosed so far. However, connections between all three companies suggest Nvidia could emerge as an indirect beneficiary—and the implications may extend beyond whatever revenue the agreement itself ultimately generates for the chipmaker.