Sam Badawi(@Sam_Badawi):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.

2026.11.08 15:17

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.