GoKawiilCramer picks Akamai over Cloudflare, Fastly as AI traffic play
Jim Cramer highlighted Cloudflare, Akamai and Fastly as beneficiaries of surging internet traffic driven by AI agents, with Fastly up 159% year to date, Cloudflare up 78%, and Akamai up 22%. He noted Akamai's recent $11.6 billion, seven-year computing capacity deal with Anthropic, and said Cloudflare's CEO reported AI agent traffic has already exceeded human traffic on its network.
GoKawiil's interpretation of the reporting above, not reported fact.
Cramer's preference for Akamai, trading near 16 times expected earnings versus Cloudflare's roughly 279 times, suggests he sees more value and less downside risk after Akamai's stock gave back gains following the Anthropic announcement. This framing implies that infrastructure providers managing AI-driven traffic could become key beneficiaries of the AI boom, though valuations across the group vary widely and may not all reflect sustainable growth.
- Cloudflare, Akamai and Fastly all outperformed the S&P 500 in 2025 amid rising AI-driven web traffic.
- Akamai secured an $11.6 billion, seven-year computing deal with Anthropic, boosting investor confidence.
- Cramer recommends buying Akamai now but waiting for a pullback before buying Cloudflare, citing valuation differences.
Source: cnbc.com — Alexa Lomonaco, 2026-10-01
Published there as: “AI is a boon for 3 internet traffic cop stocks. Cramer says only 1 is a buy right now”
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