$CAT generators are so hard to get right now that even when OnePWR couldn’t pay for the order they had placed 2 years ago, they just sold that to $ANT which allowed Anthropic to skip ahead on waiting to get the generators. Anthropic needs a ton of power and securing their own source of it means they are less reliant on their competitors to supply them. And more power is key for them to even get close to hitting their commitments. But even getting this equipment means Anthropic still needs enough gas and pipelines to run it. Not having enough of those can create delays.
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