Original post · AI translation
FT:Anthropic 刚以 34 亿美元购买了总功率达 1.7 吉瓦的卡特彼勒燃气发电机,这是已知 AI 实验室规模最大的电力设备采购。
该公司接手了圣安东尼奥供应商 OnePWR Solutions 在 2 年前下达、但未能筹措到资金的订单。
Anthropic 原计划成为 OnePWR 的客户,但后来转而买下这些发动机,以及安装它们所需的工程和施工服务。
由于这些订单是在价格飙升前下达的,这些发动机将在未来 2 年内交付,而无需加入如今已排到数年后的生产队列。
xAI 今年也采取了类似做法,购买了价值 20 亿美元的移动式燃气轮机;Alphabet 则在 2025 年末收购了能源开发商 Intersect。
Anthropic 已披露截至 2045 年近 9000 亿美元的计算资源采购承诺,其中大部分通过合作伙伴以较高的电力、芯片和土地价格锁定。
Original
FT: Anthropic just paid $3.4B for 1.7GW of Caterpillar gas generators, the largest known power-equipment purchase by an AI lab. It took over orders that OnePWR Solutions, a San Antonio supplier, placed 2 years ago but could not finance. Anthropic had planned to be a OnePWR customer, but instead bought the engines plus the engineering and construction work to install them. Because those orders predate the price surge, the engines arrive over the next 2 years rather than joining manufacturing queues that now run for years. xAI took a similar route with $2B of mobile gas turbines this year, while Alphabet bought energy developer Intersect in late 2025. Anthropic has disclosed nearly $900B in computing commitments through 2045, secured largely through partners at premium prices for power, chips and land.