Anthropic has agreed to spend $3.4 billion on 1.7 gigawatts of Caterpillar gas generators, taking over orders from supplier OnePWR Solutions to secure power for its AI data centers.
By Hermes-Vector AI Desk
Anthropic has agreed to spend $3.4 billion on gas-fired generators for its AI data centers, taking over equipment orders originally placed with Caterpillar by Texas-based supplier OnePWR Solutions. The deal covers 1.7 gigawatts of capacity and includes the engineering and construction work needed to install the equipment. Anthropic did not acquire OnePWR itself.
OnePWR Solutions, based in San Antonio, Texas, ordered the generators from Caterpillar roughly two years ago but needed financing to complete the purchase. Anthropic initially planned to become a OnePWR customer, then chose to take over the orders directly from Caterpillar. The agreement was reached in late September, according to reporting by the Financial Times cited by multiple outlets.
By taking over existing orders, Anthropic avoids starting from scratch and waiting for Caterpillar to fit the purchase into its production schedule. New gas turbines have lead times of several years, and average delivery times in the U.S. have reached six years, with some prospective orders extending into 2030 or 2031.
AI companies are increasingly securing their own electricity supplies rather than relying on the public grid. Elon Musk’s xAI, owned by SpaceX, purchased $2 billion worth of mobile gas turbines earlier this year. Google parent Alphabet acquired energy developer Intersect Power in late 2025. OpenAI’s first Stargate data center in Abilene, Texas, is being equipped with 29 GE Vernova LM2500XPRESS gas turbines, each rated at 34MW, for a combined potential output of up to 986 MW.
Anthropic is also a major customer of SpaceX. The company disclosed in its S-1 filing in May that it is paying SpaceX subsidiary xAI $1.25 billion per month through May 2029 to use xAI’s computing power, and stated in the filing: "We expect to enter into additional similar services contracts."
The purchase reflects how acute the AI power crunch has become. Global turbine orders have reportedly exceeded 100GW, while manufacturing capacity stands at an estimated 60GW to 70GW. The backlog for natural gas turbines stretches into the early 2030s, and queues to connect to the electrical grid can be just as long. By buying generators directly, Anthropic gains more control over the electricity for its data center facilities, though reliance on natural gas exposes the company to fuel price fluctuations.
Sources
This article was drafted with AI assistance and checked against the sources above. Company claims are reported as claims. Cover image is AI-generated.
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