Anthropic says it will pay fuel costs for some planned data centers with on-site gas generation, adding exposure to energy prices as power access constrains its AI expansion.
In a Nov. 2 amended SEC filing, the company said those facilities face possible pipeline bottlenecks as well as changes in fuel prices. Under the arrangements described, fuel expenses and related charges are passed on to Anthropic. The filing does not tie those terms to OnePWR Solutions or a specific generator transaction.
The Financial Times reported that Anthropic agreed in late September to assume orders for 1.7 gigawatts of gas-fired generators from OnePWR in a deal worth about $3.4 billion. Piper Sandler, OnePWR’s financial adviser, lists a $3.4 billion sale of its power-generation platform to an unnamed AI lab. Its notice does not identify Anthropic or state the capacity.
The Financial Times also reported that the package includes capabilities for engineering and building the generator installations. According to the newspaper, Anthropic did not acquire OnePWR, and OnePWR’s employees did not transfer. EconoTimes previously covered the reported deal and Anthropic’s power constraints.
Anthropic’s filing says demand for electricity has grown faster than additions to generating capacity and transmission networks. Building power plants, lines and grid connections can take years, it said, while data-center developers compete for electricity and suitable sites. Those constraints help explain why access to power has become a factor in the company’s expansion plans.
The company has separately pledged to cover increases in U.S. consumers’ electricity prices caused by its data centers, including associated infrastructure costs. That commitment concerns household power bills; the filing’s gas arrangements describe costs Anthropic itself bears. The filing gives no estimate of any household bill effect from the reported OnePWR transaction.
