Anthropic has reportedly agreed to pay US$3.4 billion for 1.7 gigawatts of gas-fired generators for AI data centers from San Antonio-based supplier OnePWR Solutions.

It reportedly secured the commitments in late September by taking over OnePWR’s Caterpillar generator orders, instead of buying power from the supplier. Anthropic did not acquire OnePWR.

The deal shows how AI labs are moving deeper into the energy supply chain to secure scarce power equipment for data centers.

The move also suggests Anthropic wants more control over the infrastructure behind its AI operations after relying heavily on partners for power, chips, data centers, and land.

OnePWR and Anthropic declined to comment.

🔗 Source: Bloomberg