Is AKAM a good stock to buy? We came across a bullish thesis on Akamai Technologies, Inc. on X.com by @CDMCapital. In this article, we will summarize the bulls’ thesis on AKAM. Akamai Technologies, Inc.’s share was trading at $154.01 as of June 1st. AKAM’s trailing and forward P/E were 52.03 and 22.99 respectively according to Yahoo Finance.
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Akamai Technologies, Inc. engages in the provision of security, delivery, and cloud computing solutions in the United States and internationally. AKAM is positioned as an increasingly important beneficiary of the accelerating shift toward AI infrastructure and edge-based inference, as Openclaw token consumption has increased fourfold since January, signaling rapidly expanding demand for agentic workloads. The company’s distributed cloud platform (CIS), built on approximately 4,400 points of presence globally, provides a structurally advantaged architecture for low-latency inference at the network edge.
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While historically viewed as a legacy content delivery network provider, Akamai’s extensive POP infrastructure, combined with existing power contracts across its footprint, represents an underappreciated strategic asset in a world where power availability has become a primary constraint on AI expansion. In October of last year, Akamai partnered with NVIDIA to deploy workstation-level GPUs across its POP network, enabling localized compute closer to end users and creating a lower-cost alternative to hyperscaler-dominated centralized data centers.
These edge compute nodes are increasingly well-suited for inference-heavy agentic workflows, including customer service automation, security operations, and real-time purchasing systems that require minimal latency. Openclaw was originally designed for PC environments, but Akamai’s infrastructure allows for enterprise-scale deployment, while NVIDIA’s Nemoclaw platform introduced at GTC in March further reinforces enterprise agent adoption trends.
As AI workloads shift from training to inference, Akamai’s global footprint, embedded energy access, and rapidly GPU-upgradable POP architecture position it as one of the few scaled infrastructure providers capable of supporting distributed AI agents worldwide, potentially driving a significant re-rating as investors reassess its positioning within the AI infrastructure stack and sustained demand over the long term.
Previously, we covered a bullish thesis on Cloudflare, Inc. (NET) by Oliver | MMMT Wealth in April 2025, which highlighted network effects, 20% global web traffic share, and a profitability inflection as it scales past $2 billion revenues. NET’s stock price has appreciated by approximately 153.55% since our coverage. CDMCapital shares a similar view but emphasizes Akamai Technologies, Inc. (AKAM) and its AI-driven edge inference transformation.
Akamai Technologies, Inc. is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 74 hedge fund portfolios held AKAM at the end of the first quarter which was 47 in the previous quarter. While we acknowledge the risk and potential of AKAM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than AKAM and that has 10,000% upside potential, check out our report about this cheapest AI stock.
Disclosure: None.
