Anthropic spends $3.4 billion on gas power generation equipment to supply electricity to data centers.

Anthropic agreed to pay $3.4 billion to OnePWR Solutions, a San Antonio-based equipment supplier, for 1.7 gigawatts of heavy-duty gas generators, with the deal also covering the engineering and construction work needed to install them. The purchase, reported by the Financial Times, does not include OnePWR itself, and no OnePWR employees are moving to Anthropic. OnePWR had ordered the Caterpillar generators two years earlier but needed financing to complete the transaction; Anthropic initially planned to be a customer before taking over the order. The deal marks a further push by AI labs into the energy sector as they compete for scarce power equipment and bypass intermediaries. It matters because securing generation capacity is becoming as critical as securing chips for AI data-center buildouts. What to watch next is whether other AI labs strike similar direct equipment deals and how quickly the 1.7 GW of capacity is installed and brought online.