アカマイはAI推論インフラの隠れた勝者か　18億ドル契約が変えた投資家の見方

アカマイ（AKAM）が18億ドル契約を機にAI推論インフラ銘柄として再評価されています。CDN老舗からクラウド基盤企業へ進化する可能性を分析します。https://beikoku-stock.com/2026/05/14/akamai-ai-inference-infrastructure-18b-deal/

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アカマイはAI推論インフラの隠れた勝者か　18億ドル契約が変えた投資家の見方

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