Anthropic skips six-year waitlist with massive $3.4 billion gas turbine generator deal

Anthropic, the AI company behind Claude, has agreed to spend $3.4 billion securing 1.7 gigawatts (GW) of gas-fired generators for its AI data centres, taking over equipment orders originally placed with Caterpillar by Texas-based supplier OnePWR Solutions. According to Reuters, the agreement was reached in late September, and also covers the engineering and construction work needed to install the equipment. Anthropic is not buying OnePWR itself. Instead, it is taking over the supplier's existing generator commitments, which were placed roughly two years ago but required additional financing. By taking over the existing orders, Anthropic avoids having to start from scratch and wait for Caterpillar to find another larger order into its production schedule. That timing matters too, as larger orders for large gas turbines and generators are piling up, and manufacturers are struggling to keep up with demand, especially from AI companies.

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