Anthropic secures $3.4 billion generator deal for AI data centres
SAN FRANCISCO: Anthropic has struck a deal worth about $3.4 billion to secure gas-fired power generators for its AI data centres, 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, but the deal included engineering and construction capabilities needed to install the generators, the report added, citing a person familiar with the matter.
OnePWR had ordered the generators from Caterpillar about two years ago but needed financing to complete the purchase. Anthropic had initially planned to become a OnePWR customer, but instead agreed to take over the orders itself.
The deal is described as the largest known single purchase of power-generation equipment by an AI lab, underscoring how surging power demand and stretched manufacturing lead times for turbines and generators are pushing AI companies to secure their own power infrastructure rather than rely solely on utilities.
Reuters could not immediately verify the report and Anthropic and OnePWR did not respond to requests for comment.
The report comes as Anthropic disclosed in filings on November 2 that it has about $895 billion in computing and infrastructure commitments through 2045, ahead of a planned stock market listing.
