Anthropic Buys $3.4 Billion in Gas Generators

Anthropic has committed $3.4 billion to secure 1.7 gigawatts of heavy-duty gas generators for its data centers, taking over commitments that supplier OnePWR Solutions had placed with Caterpillar ($CAT) roughly two years ago. The deal, reported by the Financial Times on November 8, is described as the largest known single purchase of power-generation equipment by an AI lab, and follows xAI's $2 billion purchase of mobile gas turbines earlier this year. AI developers are increasingly buying their own power supply chains instead of waiting on utilities.