Anthropic has committed $3.4 billion to OnePWR Solutions for 1.7 gigawatts of industrial natural-gas generators serving its data centers. The agreement, which includes installation and engineering capabilities, is the largest direct investment in power-generation equipment by an AI company, and the generators are expected to become available within two years. Anthropic is also preparing for an IPO seeking a $1.3 trillion valuation after disclosing $900.9 billion in aggregate spending commitments for computing and infrastructure. The company is expanding its infrastructure through suppliers such as Amazon Web Services and Google Cloud while developing Anthropic Direct, a model that secures data-center capacity early and defers accelerator purchases until computing needs are clearer. Anthropic warned that dependence on natural gas exposes its expansion to fuel-price volatility, pipeline constraints and supply disruptions, reflecting broader competition among AI companies to secure electricity.
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