In late September, Anthropic purchased $3.4 billion worth of heavy-duty gas generators, totaling 1.7 gigawatts. The company acquired the Caterpillar orders from supplier OnePWR Solutions.
This was reported by sources at the Financial Times. The deal was struck with OnePWR Solutions, an equipment supplier based in San Antonio, Texas. According to the Financial Times, Anthropic purchased commitments for 1.7 gigawatts of heavy-duty generators. Anthropic did not acquire OnePWR itself. However, the transaction included the engineering and construction capabilities needed to install the generators. No OnePWR employees transferred to Anthropic.
The deal’s backstory is noteworthy. OnePWR had already ordered the generators from Caterpillar two years ago but needed financing to complete the purchase. Anthropic initially wanted to become a OnePWR customer. Ultimately, it chose to take over the orders directly from Caterpillar. This gives Anthropic access to engines ordered before prices rose, which will be available in the short term and over the next two years.
Long wait times for power equipment
Why the rush? AI developers typically rely on energy companies and specialized power suppliers. But the demand for turbines and generators is enormous. New gas turbines have a lead time of several years.
Anthropic isn’t the only one cutting out the middleman. xAI, a subsidiary of SpaceX, purchased $2 billion worth of mobile gas turbines earlier this year. Alphabet acquired energy developer Intersect in late 2025. Anthropic is, incidentally, a major customer of SpaceX itself: its monthly payments for leased computing capacity will total $3.1 billion by the end of the year.
On Monday, Anthropic announced nearly $900 billion in compute commitments through 2045. By purchasing generators itself, the company gains more control over the electricity for those facilities.
Tip: Anthropic sees recursive self-improvement on the horizon