Anthropic's S-1 filing with the US Securities and Exchange Commission reveals that the company's data center buildout is increasingly reliant on natural gas to meet power demands. The documents, filed Monday as part of the company's preparation to go public, describe competition for electrical supply and data center locations with adequate power availability as intense.
In the filing, Anthropic acknowledges that data centers are turning to natural gas, a term the fossil fuel industry uses for a fuel primarily composed of methane. This shift exposes the company's infrastructure to rising fuel costs and existing supply chain constraints. The filing further notes a potential catch-22 situation regarding rising gas usage, though the specific details of this dynamic are contained in the full story reported by The Verge.