Anthropic Locks In $3.4 Billion of Gas Generators to Power Its AI Data Centers

Anthropic has struck a deal worth about $3.4 billion to secure gas-fired power generators for its data centers, the Financial Times reported on Sunday.

The AI startup bought commitments for 1.7 gigawatts of heavy-duty generators in late September from OnePWR Solutions, a San Antonio, Texas-based equipment supplier, the report said.

Anthropic did not acquire OnePWR itself, and none of the supplier's employees transferred to the AI startup. The deal did include the engineering and construction capabilities needed to install the generators, the report added, citing a person familiar with the matter.

Reuters said it could not immediately verify the report, and that Anthropic and OnePWR did not respond to requests for comment.

Strong demand for Anthropic's Claude family of AI models has prompted the company to secure additional computing and power capacity. Reuters reported in September that Anthropic expects to spend more than $500 billion over the next 10 years building AI infrastructure.

The generator deal is the latest sign of how far AI companies will go to secure power — buying the machines that make the electricity, not just the electricity itself.

Sources

• Reuters — Anthropic secures $3.4 billion generator deal for AI data centers, FT reports
• Innopark IT — Anthropic's November IPO in Doubt as Investors Push Back on $1.5 Trillion Valuation