Anthropic is spending $3.4 billion on natural gas turbines to avoid the AI power crisis
THE SO WHAT
AI infra is now vertically integrating into power generation—$3.4 billion for 1.7 GW of Caterpillar natural-gas capacity is data center capex turning into utility capex. If you’re planning serious model training, you now have to underwrite power security with the same rigor you underwrite GPU supply.
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