A post by @FirstSquawk on X.

Anthropic has agreed a $3.4bn deal to generate gas-fired power for its data centres, according to the Financial Times. The arrangement ties the AI developer’s compute build-out directly to dedicated fossil-fuel generation, underscoring how power supply rather than chip availability is becoming the binding constraint on AI expansion. The deal size signals the scale of energy procurement now required by frontier model developers, and adds to the growing set of long-term offtake agreements linking data-centre operators to specific generation assets. Watch for confirmation of the counterparty, plant capacity in megawatts and contract duration, and for whether rival AI labs respond with similar direct-power commitments as gas-fired capacity becomes a competitive asset.