Anthropic Deal Covers 1.7 GW of Caterpillar Generator Capacity

Anthropic has reached a deal valued at about $3.4 billion for commitments covering 1.7 GW of Caterpillar natural-gas generator capacity, along with engineering and construction resources for data center power projects.

The late September agreement transfers generator orders that Texas-based OnePWR Solutions placed with Caterpillar. It covers equipment and resources for installing it, but does not include buying OnePWR or taking on its employees. The transaction covers OnePWR’s generator orders and resources for installing the equipment.

The 1.7 GW figure describes the total installed capacity of the equipment, not electricity already being generated. Order commitments also do not mean the generators are complete or operating.

Power delivery depends on equipment shipments, construction, permits, natural gas supply and grid connections. Caterpillar generator equipment is in tight supply, with delivery waits that can stretch for years.

AI data centers need large, steady electricity supplies. Expanding the grid requires transmission lines, substations, land and approvals. On-site gas generation can add power near data centers and reduce reliance on grid expansion timelines.