Anthropic Signs $3.4bn Gas Generator Deal to Power 1.7GW of Data Center Capacity

Anthropic has signed a $3.4 billion agreement to procure Caterpillar gas generators capable of supporting 1.7GW of data center power capacity, marking the largest known single purchase of power-generation equipment by a frontier AI laboratory and underscoring the growing urgency among AI developers to secure dedicated energy supplies for their rapidly expanding compute infrastructure.

The deal, first reported by the Financial Times, will see Anthropic partner with Texas-based equipment supplier OnePWR Solutions. OnePWR had originally ordered the Caterpillar generators two years ago, before recent price increases took effect, but required financing to complete the transaction. Rather than simply purchasing equipment through OnePWR as a customer, Anthropic has taken over the Caterpillar equipment orders outright, giving the AI company direct ownership of the generation assets. The generators are expected to be available within the next two years, with OnePWR assisting in installation at Anthropic data centers, including engineering and construction support.

The agreement represents a significant step in Anthropic's broader strategy to extend its involvement further down the data center stack. Earlier this month, the company disclosed $895.4 billion in cloud and data center commitments through 2045. According to its prospectus, Anthropic has committed $121.3 billion to lease compute from Google, $120.5 billion from SpaceX, $110 billion from Amazon and $44.9 billion from Microsoft. Beyond the hyperscalers, it has signed a $44.6 billion deal with neocloud provider Nscale through 2033 and $41.3 billion with Lambda through 2034, alongside a $50 billion agreement with Fluidstack and contracts with TeraWulf and Hut 8. The company is expected to have more than 3.5GW of compute this year, with a similar amount due in 2027, according to the New York Times.

The generator purchase is aimed at giving Anthropic greater control over its data center portfolio as power availability emerges as a critical constraint on AI infrastructure buildout. By owning generation equipment directly rather than relying solely on utility supply or third-party providers, Anthropic joins a growing list of frontier labs seeking to lock in energy resources years in advance. The deal also reflects a broader industry trend in which AI companies are increasingly participating in facility construction and power procurement, rather than depending entirely on cloud partners to manage physical infrastructure.