Growth in the field of artificial intelligence is reshaping not only companies' chip and data center investments but also their energy supply strategies. Anthropic has entered into a $3.4 billion agreement for natural gas generators with a total capacity of 1.7 GW to meet the electricity needs of its data centers.
The deal is reported to be one of the largest single-instance energy equipment purchases known to be made by an AI company. This move by the company stands out as a new example of the search for more direct control over energy infrastructure in the face of rising power demand in data centers.
It was reported that Anthropic reached an agreement at the end of September with OnePWR Solutions, an energy equipment supplier based in San Antonio, Texas, USA. The agreement covers heavy-duty natural gas generators as well as the engineering and construction processes required for installation.
It is stated that OnePWR had ordered the generators in question from Caterpillar about two years ago but needed financing to complete the acquisition process. It is noted that Anthropic initially planned to supply electricity from OnePWR, but later preferred to take over the orders placed with Caterpillar and the installation work directly.
It is not yet known which data centers the generators will be used in. It was noted that Anthropic and OnePWR refrained from commenting on the agreement.
THE RACE FOR ENERGY SUPPLY IS ACCELERATING
As the processing power required for training and running artificial intelligence models increases, the electricity demand of data centers is also rising rapidly. This situation is leading major technology and AI companies to take more aggressive steps in the procurement of energy equipment.
The increase in global demand for gas turbines and generators can push delivery times for new production orders years into the future. Anthropic's access to orders previously placed with Caterpillar instead of placing new orders is evaluated as the company's search to both accelerate the supply process and limit cost pressure.
Similar moves have come to the fore in the sector before. Elon Musk's AI startup xAI drew attention earlier this year with a $2 billion purchase of mobile natural gas turbines to run its data centers. Google's parent company, Alphabet, acquired energy development company Intersect at the end of 2025.
It is stated that Anthropic has computing and infrastructure commitments exceeding $895 billion for the period extending to 2045. This scale shows that energy supply has now become an inseparable part of technology investments in the AI competition.
News Source: 12punto
