Anthropic $ANT bought $3.4B of gas generators capable of 1.7 GW, the largest known single power equipment purchase by an AI lab, by taking over orders OnePWR Solutions placed with Caterpillar $CAT two years ago. That gets it equipment in the near term instead of waiting through long backlogs, part of a shift where AI companies bypass utilities, like SpaceX's $SPCX xAI buying $2B of mobile gas turbines and Alphabet $GOOGL buying energy developer Intersect. It comes with nearly $900B of computing commitments through 2045, including monthly payments to SpaceX expected to reach $3.1B by year-end.

Anthropic has $895.4BN of committed spend (per latest S-1). That’s up from about $105bn at the end of 2025, and the only hyperscaler with more is GOOGL ($1,059bn). META is at $866BN.