Anthropic's S-1 admits data centers depend on natural gas

In its IPO filing, Anthropic said its data centers are increasingly reliant on natural gas and that competition for power and sites with adequate capacity is "intense." The company also flagged rising temperatures as a cost risk and said gas turbine shortages are slowing construction.

• Some planned Anthropic data centers run on on-site gas turbines
• The company announced a $50 billion data center buildout in Texas and New York
• Gas accounts for 40% of US power generation
• Anthropic warned it may delay or abandon planned data center projects