Karnataka and Poland Strengthen Technological Ties

Karnataka Minister Priyank Kharge met Poland's Deputy Prime Minister Krzysztof Gawkowski to discuss strengthening technological ties between the two countries. They discussed enhancing bilateral collaboration in skills advancement, AI, cybersecurity, digital governance, and emerging technologies. Kharge welcomed Poland as the partner country for Bengaluru Tech Summit 2025 and highlighted the potential for deeper India-Poland cooperation in technology and digital domains.

Akamai Technologies, a leading provider of cloud and security services, has recently announced two significant partnerships that aim to bolster its offerings in cloud migration, transformation, and AI-powered security. On August 13, 2025, Aptum joined forces with Akamai to deliver cloud migration and transformation services, while Akamai also collaborated with Aqua Security to enhance AI-powered cloud security for enterprise customers [1]. These partnerships underscore Akamai’s commitment to accelerating innovation in cloud and AI security, aligning its platform with evolving enterprise technology priorities.

The partnership with Aptum is particularly noteworthy as it ties directly to Akamai’s ongoing catalyst of expanding Cloud Infrastructure Services (CIS) revenue. By offering integrated cloud migration services, Akamai seeks to deepen enterprise adoption of its cloud platform, which is crucial for driving top-line growth. However, investors should be mindful of potential margin pressure from the increased capital expenditures needed to support these new initiatives [1].

Akamai’s projected revenue and earnings by 2028 stand at $4.9 billion and $765.1 million, respectively, requiring a 6.1% yearly revenue growth and a $340.5 million earnings increase from the current $424.6 million [1]. These ambitious targets highlight the importance of successfully scaling cloud and AI services to offset any secular declines in Akamai’s legacy delivery business.

Investors are also weighing margin and profitability risks, with fair value estimates ranging from $50.32 to $131.10 per share as of August 2025 [1]. The bullish cloud catalysts are top of mind, but many investors remain cautious about the potential impact of these new initiatives on Akamai’s financial health.

References:
[1] https://simplywall.st/stocks/us/software/nasdaq-akam/akamai-technologies/news/how-new-cloud-and-ai-security-partnerships-at-akamai-technol