Mark Kretschmann(@mark_k):Anthropic is reportedly spending $3.4 billion just to make sure its data centers have power. The Financial Times says @AnthropicAI secured commitments for 1.7 gigawatts of natural gas generators from Texas supplier OnePWR in late September. The deal also reportedly includes engineering and construction support to install them. Buying more GPUs only gets you so far if you can’t turn them on. At this scale, getting electricity sooner can mean bringing an entire data center online sooner. That’s what makes this deal so interesting: Anthropic is willing to spend billions to get more control over when that happens.

2026.11.09 13:49

Anthropic is reportedly spending $3.4 billion just to make sure its data centers have power. The Financial Times says @AnthropicAI secured commitments for 1.7 gigawatts of natural gas generators from Texas supplier OnePWR in late September. The deal also reportedly includes engineering and construction support to install them. Buying more GPUs only gets you so far if you can’t turn them on. At this scale, getting electricity sooner can mean bringing an entire data center online sooner. That’s what makes this deal so interesting: Anthropic is willing to spend billions to get more control over when that happens.