Anthropic Strikes $3.4 Billion Deal for Gas-Fired Power Generators

The deal would secure 1.7 gigawatts of generation capacity as the AI company expands infrastructure to support Claude.

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  • Anthropic has agreed to pay about $3.4 billion for 1.7 gigawatts of gas-fired power generators for its data centers, the Financial Times reported on Sunday, November 8, as the AI company seeks to secure electricity for its expanding computing operations.

    The company acquired commitments for Caterpillar generators in late September from San Antonio-based equipment supplier OnePWR Solutions, according to the report. The transaction includes engineering and construction capabilities needed to install the equipment but does not involve acquiring OnePWR or its employees.

    Anthropic had initially planned to purchase electricity from OnePWR before taking over its generator orders, some of which are due for delivery over the next two years.

    Neither company has publicly confirmed the deal.

    The purchase comes as Anthropic takes greater control of the infrastructure supporting its Claude AI models, rather than relying entirely on cloud providers and other partners for computing capacity and power.

    In a recent SEC filing, Anthropic said it had about $895.4 billion in purchase commitments and lease obligations as of and after September 30, with substantially all of that tied to compute and infrastructure. About $447.5 billion is expected to be incurred by the end of 2030.

    The company also said it is shifting from relying solely on cloud providers toward a hybrid model that includes leasing chips directly and placing them in dedicated facilities operated on its behalf.

    Anthropic has already committed heavily to external infrastructure. In April, it expanded its agreement with Amazon to secure up to 5 gigawatts of additional compute capacity and committed more than $100 billion over 10 years to AWS technologies.

    Power is becoming a growing constraint on that expansion. Anthropic has said training a single frontier AI model will soon require gigawatts of electricity and has committed to covering electricity-price increases and grid upgrades caused by its data centers.

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