Anthropic joins AI’s natural gas frenzy, buys $3.4B worth of turbines (opens techcrunch.com)
Anthropic bought billions of dollars' worth of natural gas turbines in a deal that could give it buyer's remorse.
From The Verge: As it prepares to go public, Anthropic's S-1 filing makes generative AI's methane dependency glaringly obvious. "Competition for access to electrical supply and data center locations with adequate power availability is intense." In documents filed with the US Securities and Exchange Commission…
Anthropic bought billions of dollars' worth of natural gas turbines in a deal that could give it buyer's remorse.
The FT reports Anthropic agreed to pay $3.4 billion for 1.7GW of gas-fired generators from OnePWR, bypassing traditional suppliers to secure scarce equipment for its data centres.
Anthropic's S-1/A shows $5.0B of short-term burst compute at $7 to $13 per GPU-hour raised blended GPU costs 82% in two quarters, turning Q2's $974M operating profit into a $567M Q3 loss.
Powerlattice makes a power delivery chiplet it says cuts AI compute power needs by more than 50%; it raised $31M in 2025.
Anthropic's IPO filing details more than $750 billion in computing deals, with more going to Google's chips and Elon Musk's SpaceX than to Amazon or Microsoft. Amazon's biggest payoff is its stake, which it valued at $190.4 billion in June.
The range of $70 to $78 per share implies up to $1.404T fully diluted; SiliconANGLE puts the fundraising goal at $64B.