Anthropic locked up 1.7GW of generators for $3.4B, the largest known single power equipment order by an AI lab, and it took over a Caterpillar order placed two years ago before prices spiked. Power is

What happened: Anthropic completed a deal with Texas equipment supplier OnePWR Solutions in late September to secure 1.7 gigawatts of heavy-duty generators for data center power, per Why it matters: The FT calls it the largest known single power equipment purchase by an AI lab, showing power competition pushing tech companies deeper into the energy sector. Stifel's Arash Nazhad said owning power infrastructure and in-house capability helps companies protect against disruptions beyond their control. Blackstone warned Anthropic's credit rating could be "junk" rather than "investment grade.

Anthropic completed a deal with Texas equipment supplier OnePWR Solutions in late September to secure 1.7 gigawatts of heavy-duty generators for data center power, per

The FT calls it the largest known single power equipment purchase by an AI lab, showing power competition pushing tech companies deeper into the energy sector. Stifel's Arash Nazhad said owning power infrastructure and in-house capability helps companies protect against disruptions beyond their control. Blackstone warned Anthropic's credit rating could be "junk" rather than "investment grade.