Anthropic Invests $3.4 Billion in Caterpillar Gas Turbines to Own AI Power Infrastructure
Anthropic acquired $3.4 billion worth of Caterpillar gas turbines via OnePWR Solutions, securing up to 1.7 GW of generation capacity and shifting from renting compute power to vertically integrating its energy supply chain.
According to the Financial Times, artificial intelligence company Anthropic has invested $3.4 billion in Caterpillar gas turbines, marking the largest known single investment by an AI company in power generation facilities to date. The deal was finalized through an agreement with Texas-based firm OnePWR Solutions, which provides the turbines along with planning and construction resources.
Previously, Anthropic relied primarily on leasing models for power infrastructure support. As per the company's prospectus filed in May, it plans to pay SpaceX subsidiary xAI $1.25 billion monthly for computing capacity until May 2029. The acquisition of Caterpillar generators enables Anthropic to own up to 1.7 gigawatts of dedicated power generation capacity, thereby reducing dependence on public grids and mitigating supply disruption risks.
Energy expert Arash Nazhad noted that by holding part of their power infrastructure and ensuring internal availability of corresponding capacities, companies believe they can better protect themselves against uncontrollable external disturbances. This move reflects growing attention within the AI industry toward energy security, as surging data center consumption drives leading AI firms to vertically integrate their energy supply chains.