Anthropic joins AI’s natural gas frenzy, buys $3.4B worth of turbines

What happened: Anthropic is spending $3.4 billion on natural gas turbines, buying Caterpillar generators that supplier OnePWR had originally ordered, per a Financial Times report. Key numbers: $3.4 billion for turbines producing up to 1.7 gigawatts. Anthropic pays xAI $1.25 billion per month through May 2029. Why it matters: Anthropic has generally rented rather than bought infrastructure, and the purchase suggests power market uncertainty may have forced its hand. Google, Amazon, Microsoft, and Meta have also announced on site natural gas plants for data centers.

Anthropic is spending $3.4 billion on natural gas turbines, buying Caterpillar generators that supplier OnePWR had originally ordered, per a Financial Times report.

Anthropic has generally rented rather than bought infrastructure, and the purchase suggests power market uncertainty may have forced its hand. Google, Amazon, Microsoft, and Meta have also announced on site natural gas plants for data centers.