Financial Times · Martha Muir ·

Anthropic bought commitments for 1.7GW of gas-fired generators from equipment supplier OnePWR for $3.4B, the largest known such purchase by an AI lab

AI lab bypasses traditional suppliers to secure scarce equipment as demand for energy surges

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Anthropic bought commitments for 1.7GW of gas-fired generators from equipment supplier OnePWR for $3.4B, the largest known such purchase by an AI lab

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Financial Times — Anthropic bought commitments for 1.7GW of gas-fired generators from equipment supplier OnePWR for $3.4B, the largest known such purchase by an AI lab ↗

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The Information: Analysis: since October, Anthropic has entered into agreements for at least 14.8 GW of compute capacity and may spend as much as $517B over the next decade

Bloomberg: Anthropic has agreed to pay Nscale $45B over six years to rent about 460MW of power at a West Virginia data center using Nvidia's Vera Rubin chips

Wall Street Journal: Anthropic has signed a $35B cloud deal with Nvidia-backed Lambda; Nvidia will hold the lease on and supply chips to a Texas data center built by Hut 8

Wall Street Journal: SoftBank reserved 13GW+ of turbines, equivalent to six Hoover Dams, to power AI; SoftBank took a $3.7B earnings hit mostly from canceled reservations

Reuters: Anthropic has signed its first Australian data center lease for a planned 2.16GW campus located ~150 miles from Brisbane, set to come online in 2027

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