Akamai announced it had signed an infrastructure services contract worth $1.8 billion with an AI company, sending its shares up 25 percent in premarket trade, CNBC reported on May 8.

Akamai CEO Tom Leighton (톰 레이턴) said on May 7 that the company had signed a seven-year cloud infrastructure services contract worth $1.8 billion with a leading frontier model provider. He did not disclose the name of the company.

Akamai's first-quarter revenue rose 6 percent from a year earlier to more than $1 billion, the company said. Cloud infrastructure services revenue jumped 40 percent to $95 million. Security revenue rose 11 percent to $590 million. Content delivery and other cloud application revenue fell 7 percent to $389 million. Akamai forecast second-quarter revenue of $1.08 billion to $1.1 billion and adjusted earnings per share of $1.45 to $1.65.

Akamai Chief Technology Officer Robert Blumofe (로버트 블루모프) said in a CNBC interview last week that content delivery, cybersecurity and cloud infrastructure services are its three core businesses. He said cloud infrastructure services is the smallest of the three but is growing the fastest. Akamai operates an AI inference cloud and provides computing resources, data storage and tools to run AI applications.