Compute Commitment

Anthropic paid $3.4B for 1.7GW of Caterpillar gas generators, the largest known power-equipment purchase by an AI lab. It took over orders that supplier OnePWR Solutions placed two years ago but could not finance, so the engines arrive within two years instead of joining multi-year manufacturing queues. The deal, alongside xAI's $2B mobile gas turbines and Alphabet's Intersect acquisition, shows the compute race shifting toward direct control of power and infrastructure.