Anthropic AI Updates: May 10, 2026

1. Anthropic signs $1.8B seven-year cloud deal with Akamai

Anthropic. Anthropic agreed to a seven-year, $1.8 billion compute contract with Akamai, the largest deal in Akamai’s history and the trigger for a 27% one-day rally in AKAM, its biggest single-day gain in over 22 years. The arrangement adds another non-hyperscaler supplier to Anthropic’s stack alongside Google Cloud, AWS Trainium, and the recently announced SpaceX Colossus-1 capacity, spreading inference and training load across more independent providers as Claude usage spikes. Source

2. Dario Amodei pegs Q1 annualized revenue at $30B on 80x usage growth

Anthropic. In comments tied to the SpaceX and Akamai deals, CEO Dario Amodei said Anthropic hit roughly $30 billion in annualized revenue with 80-fold growth in usage during Q1 on an annualized basis, against an internal plan that had budgeted for 10x. The figures explain the rapid-fire compute commitments and the doubling of Claude Code rate limits, and they reset the practitioner expectation that Anthropic capacity will remain the bottleneck for high-throughput agent workloads through the rest of the year. Source

3. Claude Code v2.1.137 and v2.1.138 ship Windows VSCode fix and internal cleanup

Anthropic. Two patch releases tagged on May 9 cover a fix for the Claude Code VSCode extension failing to activate on Windows (v2.1.137) and a set of unspecified internal fixes (v2.1.138). No new user-facing features are listed under Added for either tag. Source