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.