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Akamai10-K: Capex increase

Akamai launched new AI-specific products in 2025, including Firewall for AI and Akamai Inference Cloud.

What happened

The company is making a major strategic push into Artificial Intelligence, launching new platforms for AI security and edge inference. This indicates significant investment in new technology, infrastructure using NVIDIA GPUs, and go-to-market efforts for this new product category.

Source

SEC EDGARFeb 20, 2026

Annual report (Form 10-K)

Akamai 10-K for FY2025

Filing excerpt

In 2025, Akamai launched Firewall for AI, a new solution that is designed to provide protection for AI applications against unauthorized queries, adversarial inputs and large-scale data-scraping attempts.

sec.gov/Archives/edgar/data/1086222/000108622226000022/akam-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Capex increase

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 20, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
1086222
Accession number
0001086222-26-000022
Timeframe
Current year
Filing year
2026
Why it matters
Budget available
Signal category
Financial

Topics and mentions

Technologies

  • AI
  • generative AI
  • LLMs
  • edge AI
  • GPUs

Vendors

  • NVIDIA

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Feb 24, 2026
signal_type
sec-10k
signal_subtype
capexIncrease

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/42361355-f772-4232-b9e0-0a910a014b41 returns this record as JSON. POST /v1/companies/enrich returns every signal for akamai.com.

{
  "signal_id": "42361355-f772-4232-b9e0-0a910a014b41",
  "signal_type": "sec-10k",
  "signal_subtype": "capexIncrease",
  "detected_at": "2026-02-24T09:33:57.537+00:00",
  "company": {
    "name": "Akamai",
    "domain": "akamai.com"
  },
  "data": {
    "detail": "The company is making a major strategic push into Artificial Intelligence, launching new platforms for AI security and edge inference. This indicates significant investment in new technology, infrastructure using NVIDIA GPUs, and go-to-market efforts for this new product category.",
    "metrics": {
      "timeframe": "current_year"
    },
    "summary": "Akamai launched new AI-specific products in 2025, including Firewall for AI and Akamai Inference Cloud.",
    "excerpts": "In 2025, Akamai launched Firewall for AI, a new solution that is designed to provide protection for AI applications against unauthorized queries, adversarial inputs and large-scale data-scraping attempts.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1086222/000108622226000022/akam-20251231.htm",
    "filing_date": "2026-02-20",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Budget available",
    "signal_category": "financial",
    "vendors_mentioned": [
      "NVIDIA"
    ],
    "technologies_mentioned": [
      "AI",
      "generative AI",
      "LLMs",
      "edge AI",
      "GPUs"
    ]
  }
}

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