Anthropic Secures $3.4 Billion in Power Generation Capacity for AI Infrastructure
The Claude maker bypasses lengthy manufacturing delays by acquiring existing Caterpillar generator orders, underscoring how AI companies are moving to control their own electricity supplies.
Anthropic, creator of the Claude AI assistant, has committed $3.4 billion to acquire 1.7 gigawatts of gas-fired power generation equipment for its data centers. The deal involves taking on generator orders that Texas-based OnePWR Solutions had previously placed with Caterpillar, along with the associated engineering and installation services. Reuters reported the arrangement was finalized in late September.
Rather than purchasing OnePWR outright, Anthropic is assuming the supplier's existing contractual obligations for generators that were ordered approximately two years prior but lacked sufficient funding to proceed. This strategy allows Anthropic to sidestep the lengthy wait times that plague the current market for large-scale power generation equipment. Caterpillar and other manufacturers face mounting backlogs as demand from AI companies strains production capacity, making access to existing orders a valuable shortcut to securing needed infrastructure.