According to the report, the agreement was reached in late September and also covers engineering and construction. Anthropic is not buying Texas-based OnePWR; it is taking over generator orders the supplier placed with Caterpillar about two years ago that needed additional financing. That spares it from joining a new queue at the manufacturer.
Global turbine orders have reportedly passed 100 GW, against manufacturing capacity of 60 to 70 GW, and average delivery times in the US have reached six years. xAI and OpenAI have also turned to on-site gas generation to avoid waiting for grid connections.
The move drew environmental criticism online. Anthropic has not published an official announcement of the deal, and it is not known at which sites the generators will be installed.