Tech in Asia reported on 9 November that Anthropic has committed US$3.4 billion to gas-fired generators with a combined 1.7 gigawatts of capacity, for AI data centers. The seller is OnePWR Solutions, a company based in San Antonio. Anthropic reportedly lined up the commitments in late September. It did so by stepping into OnePWR's existing Caterpillar generator orders, not by buying power from OnePWR. Anthropic did not buy OnePWR.
Neither Anthropic nor OnePWR would comment, so neither company has confirmed the deal. The Tech in Asia report does not say where the generators will go, when they will arrive, or which data centers they will serve. It also gives no terms for how Anthropic took over the orders.
Tech in Asia reads the deal as a sign that AI labs are reaching into the power supply chain because equipment is scarce. It says Anthropic appears to want tighter control after leaning on partners. Analysis: Anthropic now holds the orders itself instead of depending on a supplier's power. Buyers of AI services could ask vendors where their power comes from and how it backs capacity promises.