Home Artificial Intelligence Anthropic buys $3.4bn of gas generators

Anthropic buys $3.4bn of gas generators

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Welcome to the DailyAI Briefing, the day’s five biggest AI stories. Anthropic has agreed to pay $3.4 billion for 1.7 gigawatts of gas-fired generators. Protesters filled streets from Dublin to Helsinki over data centres, Apple wants Siri to act more like an agent, CoreWeave wrote to Texas’s incoming governor, and US officials cleared Nvidia chips for Chinese firms whose listed offices sit empty.

Let’s dig in.

Anthropic spends $3.4 billion on gas generators

$3.4 billion. That is what Anthropic has agreed to pay for 1.7 gigawatts of heavy-duty gas-fired generators, the Financial Times reported on Sunday, according to CNBC, calling it the largest known purchase of power kit by an AI lab. The company took over Caterpillar generator orders from OnePWR Solutions, a San Antonio supplier, in late September, and the deal includes the engineering and construction needed to install the machines. Anthropic did not buy OnePWR itself, and none of the supplier’s staff moved across.

CNBC, citing Reuters, said it could not immediately verify the report. Anthropic and OnePWR declined to comment to the FT. OnePWR had ordered the generators from Caterpillar about two years ago but needed money to finish the purchase; Anthropic first planned to buy power from the firm, then took the orders instead, the FT said, as carried by The Next Web. Waiting for a grid connection is now slower than writing a nine-figure cheque for someone else’s place in the Caterpillar queue.

Europe’s streets fill against data centres

About 2,000 people marched in Dublin on Saturday, broadcaster RTE reported, and about 1,300 gathered in Helsinki, according to YLE, as the Stop Dirty Data Centres campaign spread across Europe. Bloomberg reported that demonstrations were also held in several smaller Finnish towns, with groups from Scotland to Spain calling for a moratorium on new large projects. Saturday’s protests followed a demonstration in Amsterdam on Friday, when hundreds of protesters clashed with police at a Microsoft data centre, resulting in one arrest.

Ireland’s data centres accounted for 23% of total metered electricity consumption in 2025, according to the official statistics agency. In Finland, Google announced a €13 billion ($14.5 billion) European investment in September, and about €80 billion of server farms are in planning, according to the Confederation of Finnish Industries.

Apple wants Siri to act more like an agent

Apple could make Siri function “more like an agent” as early as next year, Bloomberg’s Mark Gurman wrote in his Sunday Power On newsletter, citing people familiar with the company’s plans. “Dots, Muse and Grok can keep track of goals, determine what needs to happen next and continue pursuing objectives without the user initiating every individual step,” Gurman wrote, as quoted by MacRumors. “Apple ultimately wants to go in this direction, I’m told.”

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In a closed-door meeting in recent weeks, chief executive John Ternus told software chief Craig Federighi that Apple needs to “accelerate” its software roadmap and “move quickly beyond merely making necessary improvements to Siri,” Gurman reported. Apple has also changed how it builds iOS 28, giving engineers six weeks of coding and only two weeks of integration in the first milestone instead of two four-week stretches, 9to5Mac noted.

CoreWeave writes to Texas’s incoming governor

CoreWeave has written to Texas governor-elect Gina Hinojosa about present and future data-centre projects, Bloomberg reported on Saturday evening. The letter, signed by co-founder and chief executive Michael Intrator, was posted by reporter Ashley Gold. “You have made clear that data center growth must work for Texans,” it says. “We strongly support those principles.”

The letter says CoreWeave operated 51 data centres with more than 1.5 gigawatts of active power as of 30 June, and had about 4.2 gigawatts of contracted capacity as of 11 August. It lists active facilities in Austin, Denton, Dickens County, Plano, Richardson and Round Rock. Hinojosa, the first Democrat since 1990 to win the Texas governorship, pledged a statewide data-centre moratorium during the campaign. “We have always been a pro-business state in Texas, but what changes now with me as governor is it has to be a partnership that benefits Texans,” she told CNN on Thursday.

The US cleared Nvidia chips for empty offices in China

The US Commerce Department has approved Chinese companies to handle Nvidia’s H200 chips even when their listed offices sit empty and their owners have ties to blacklisted firms, The New York Times found. At the address listed by New Matrix, a firm approved earlier this year to assemble H200s into AI servers, the Times found “a hollow grey shell with wires dangling from the ceiling where lights should be.” Property managers had no record of the 17-month-old company. Its owners have ties to Wise Road, a Chinese private equity firm placed on the US entity list in 2024.

A second firm, Maginfra, also received a licence; its listed address was deserted when a reporter visited in September, and analysts said they believed it was an offshoot of Inspur, which is on the entity list for work with the Chinese military. “I have a tonne of concerns that neither the Commerce Department or Nvidia is doing the due diligence needed to ensure that the licensing terms are being followed,” said Liza Tobin, a former White House National Security Council China director. President Trump allowed H200 sales to China in December 2025, routing the chips through the United States so the government can collect a 25 per cent tariff, the Times reported, in a story also carried by The Verge.

Signing off

Sunday was about the physical layer catching up with the model layer. Anthropic wrote a $3.4 billion cheque for generators, Europeans marched over the same buildout that US voters have started to reject, Apple is rewriting Siri so it can keep working when you stop talking, CoreWeave is writing letters to a governor who campaigned against new sites, and the chips at the centre of the boom are being cleared for addresses that have no one home.

See you tomorrow.

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