Anthropic secured $3.4B in gas-fired power generators capable of producing 1.7 gigawatts, marking the largest known single power-equipment purchase by an AI lab as companies increasingly bypass utilities and suppliers to secure electricity for data centers. • Deal Structure: Anthropic acquired generator orders from Texas-based OnePWR Solutions, including installation capabilities, but did not acquire the company or its employees. The transaction closed in late September. • Caterpillar Equipment: OnePWR placed the generator orders with Caterpillar $CAT two years earlier. Anthropic took over those commitments, securing equipment available in the near term and over the next two years rather than waiting through lengthy manufacturing backlogs. • Industry Shift: SpaceX's $SPCX xAI purchased $2B in mobile gas turbines earlier this year, while Alphabet $GOOGL acquired energy developer Intersect in late 2025. AI companies are increasingly controlling power infrastructure directly to reduce delays and supply risks. • Infrastructure Spending: Anthropic disclosed nearly $900B in computing commitments through 2045. Its monthly payments to SpaceX for computing capacity are expected to reach $3.1B by year-end.