Akamai

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   Cramer picks Akamai as the only buy among three AI-traffic infrastructure stocks

   CNBC commentator Jim Cramer said the surge in network traffic generated by AI agents is creating growth opportunities for Cloudflare, Akamai and Fastly, all of which have outperformed the S&P 500's roughly 12% gain this year (Fastly +159%, Cloudflare +78%, Akamai +22%). He said Cloudflare and Fastly look too expensive or too volatile to buy now, and called Akamai his only strong pick, citing a forward P/E below 16 and Anthropic's September 24 commitment to spend $11.6 billion with Akamai over seven years for additional compute capacity.

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