Anthropic 斥资 34 亿美元购买天然气涡轮应对电力紧缺
原标题：Anthropic joins AI’s natural gas frenzy, buys $3.4B worth of turbines
AI 摘要
Anthropic 以 34 亿美元向 Caterpillar 购买原本由设备供应商 OnePWR 订购的天然气涡轮发电机，发电能力最高 1.7 吉瓦。Anthropic 此前偏好租用算力（如每月向 xAI 支付 12.5 亿美元），但天然气涡轮订单已排到 2030 年代初、并网排队同样漫长，使其不得不直接采购。此举反映 AI 数据中心电力紧缺，Google、亚马逊、微软、Meta 等也在自建天然气电厂，并可能推高对天然气的依赖与价格风险。
正文节选
AI’s power crunch has become so acute that Anthropic, a company that has generally avoided buying physical infrastructure, is spending $3.4 billion on natural gas turbines. The AI company, which is planning to go public this year, is buying Caterpillar generators that equipment supplier OnePWR had originally ordered, according to a Financial Times report. The generators are capable of producing up to 1.7 gigawatts of electricity. Historically, Anthropic has preferred to rent rather than buy. The