Anthropic has struck a deal worth about $3.4 billion to secure gas-fired power generators for its data centres, the Financial Times reported on Sunday, in a story picked up by Reuters on November 8. The company bought commitments for 1.7 gigawatts of heavy-duty generators in late September from OnePWR Solutions, a San Antonio, Texas-based equipment supplier.

Anthropic did not acquire OnePWR itself, and none of the supplier's employees transferred, according to the FT's source — but the deal included the engineering and construction capabilities needed to install the generators. Taking over existing orders, rather than joining the back of the queue, is a way to get power equipment sooner at a moment when electricity, not chips, is becoming the binding constraint on new AI capacity.

Neither company has confirmed the transaction: Reuters said it could not immediately verify the report, and both Anthropic and OnePWR declined to respond to requests for comment. The figures — $3.4 billion, 1.7 GW, late September — are the FT's, reported through Reuters, and the environmental cost of gas-fired generation for AI campuses is already part of the argument around the deal.