According to several foreign media reports such as the Financial Times on the 8th, the US technology company Anthropic has reached a purchase agreement with an American supplier for power generation equipment, and Anthropic has agreed to spend 3.4 billion US dollars to purchase power generation equipment to supply power for its data center. The report said that strong market demand for Anthropic's “Claude” series AI models prompted the company to lock in more computing power and power capacity. Foreign media reported in September of this year that Anthropic is expected to invest more than 500 billion US dollars in the next 10 years, or about RMB 3.34 trillion to build AI infrastructure. Analysts believe that Anthropic's current purchase reflects a trend: tech giants are bypassing traditional utility companies to directly reserve production capacity with upstream equipment vendors in order to guarantee power supply to data centers.

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