Anthropic has agreed to spend $3.4 billion to secure 1.7 gigawatts of gas-fired generators for its AI data centers. The deal, reached in late September, involves taking over equipment orders originally placed with Caterpillar by OnePWR Solutions two years ago.
The agreement includes engineering and construction work for the installation, though Anthropic is not purchasing OnePWR. This move follows similar efforts by xAI, which installed 400MW of turbines in Mississippi, and Crusoe, which acquired 986MW for OpenAI.
Securing power is critical as global turbine orders exceed 100GW, far outstripping the 70GW manufacturing capacity. With U.S. delivery times reaching six years and blade production taking up to 90 weeks, tech firms are racing to lock in energy infrastructure.