Akamai is a CDN giant that made a $900M acquisition of Linode in March 2022 to build a cloud from a foundation of datacenters, networking, and free cash flow. The scene was set for ChatGPT to launch later that year. Unfortunately, Akamai’s entry into the GPU cloud market has been a case study in missed opportunities. Akamai has completely ignored all high end GPUs and instead focuses on the RTX 6000 Blackwell.
Unsurprisingly, the platform has no managed Slurm cluster, and its Kubernetes engine is not optimized for GPU servers.
Akamai’s strategy seems focused on single-node, small-scale inference or developer VMs, which is a crowded, low-margin market. For a company with their resources, this lack of ambition is a significant disappointment to us.