⚛️📊 Anthropic’s power grab: AI lab snaps up $3.4bn in gas generators In an escalating scramble for the key resource of raw power, Anthropic has muscled its way deeper into the energy business, reported the Financial Times. The frontier AI lab has locked in commitments for 1.7 gigawatts of heavy-duty gas-fired generators in a $3.4 billion deal with Texas supplier OnePWR Solutions. 🔴 Anthropic originally planned to become a OnePWR customer 🔴 Instead it effectively hijacked the smaller firm’s earlier Caterpillar generator orders - equipment ordered two years ago, before prices exploded *Anthropic reportedly also secured the engineering and construction capabilities needed to install the generators The move lays bare how the expansion of AI computing is outpacing the ability of power infrastructure to deliver. 🌏 Elon Musk’s xAI has already spent $2 billion on mobile gas turbines 🌏 Alphabet swallowed energy developer Intersect in 2025 Anthropic is currently racing toward a potential blockbuster IPO, while sitting on nearly $900 billion in long-term contractual obligations for computing capacity, chips, data-center space, power, and related infrastructure stretching to 2045. It has leaned heavily on partners - paying premiums to lock in capacity. Yet the ambitions come as Blackstone has already warned investors that Anthropic may receive a junk credit rating rather than the investment-grade status once expected. 👍 Substack | Chat | @geopolitics_prime