Anthropic buys 1.7 GW of gas generators for about $3.4 billion, FT reports

Anthropic has agreed to pay about $3.4 billion for gas-fired generators able to produce up to 1.7 gigawatts for its data centres, units tied to an order held by OnePWR Solutions, an equipment supplier in San Antonio, Texas, according to a Financial Times report of 8 November 2026 relayed by CNBC and TechCrunch.

In the account CNBC carries, Anthropic bought OnePWR's commitments for the heavy-duty generators in late September. CNBC, relaying the FT, says Anthropic did not buy the supplier and took on none of its staff, but that the purchase covered the engineering and construction work required to install the units; the FT cited an unnamed person with knowledge of the deal.

TechCrunch gives a different account. Citing the FT, it says OnePWR ordered the Caterpillar units a couple of years ago but was unable to raise the money to finish paying for them, and that Anthropic, which had intended to buy the generators from OnePWR, bought them from Caterpillar, the manufacturer, instead.

CNBC says Reuters could not immediately confirm the report, and that neither Anthropic nor OnePWR answered requests for comment.

Separately, in an amended registration statement it lodged with the US Securities and Exchange Commission (SEC) on 10 November 2026, Anthropic says some data centres it plans depend on natural gas generation built at the site for their sole use. The company says this leaves it open to swings in fuel prices and to supply interruptions it cannot control, that it carries the fuel cost as a pass-through, and that those sites face limits on pipeline capacity and on the firm transport needed to bring in the gas.