Rohan Paul
@rohanpaul_ai
FT: Anthropic just paid $3.4B for 1.7GW of Caterpillar gas generators, the largest known power-equipment purchase by an AI lab.
It took over orders that OnePWR Solutions, a San Antonio supplier, placed 2 years ago but could not finance.
Anthropic had planned to be a OnePWR customer, but instead bought the engines plus the engineering and construction work to install them.
Because those orders predate the price surge, the engines arrive over the next 2 years rather than joining manufacturing queues that now run for years.
xAI took a similar route with $2B of mobile gas turbines this year, while Alphabet bought energy developer Intersect in late 2025.
Anthropic has disclosed nearly $900B in computing commitments through 2045, secured largely through partners at premium prices for power, chips and land.
