# Anthropic warns gas supply could choke AI growth

> The AI company flags natural gas scarcity as a near-term risk in its IPO filing, as data centers race to build private plants.
- Title: Anthropic warns gas supply could choke AI growth · WIRED
- Summary: The AI company flags natural gas scarcity as a near-term risk in its IPO filing, as data centers race to build private plants. Anthropic warned in its IPO…
- Keywords: anthropic, data centers, natural gas, ipo filing, energy supply, ai infrastructure, warns, gas, supply, choke, growth, WIRED
- Source: WIRED — https://wired.com/story/anthropic-ipo-identifies-gas-supply-as-big-near-term-risks
- Author: Molly Taft
- Published: 2026-10-27T18:20:28.802+00:00
- Read time: 1 min
- Topics: anthropic, data centers, natural gas, ipo filing, energy supply, ai infrastructure
## Anthropic flags gas as a major risk
In its IPO filing on Monday, Anthropic warned that competition for natural gas from other data centers could drive prices higher and disrupt its fuel supply.
## Data centers are building their own gas plants
As data center demand surges, companies are building private natural gas plants rather than waiting years for grid connections.
## Data centers could add massive gas demand
Grid-connected data centers alone could add fifteen billion cubic feet per day of natural gas demand by twenty thirty-five, a fifteen percent increase in overall demand.
## Anthropic is building its own data centers
Anthropic has moved to directly lease and develop data centers to reduce reliance on Amazon, Google, Microsoft and SpaceX.
## Anthropic's gas projects span multiple states
Anthropic has been tied to developing data centers with major on-site gas projects in Louisiana, Texas and West Virginia.
## Texas is the hotspot for gas competition
Texas is the national hotspot for behind-the-meter data center development, putting multiple developers in competition for the same potentially limited gas supply. Anthropic acknowledged this risk in its IPO filing.

> we expect increased competition among users for the same natural gas supply and pipeline capacity in those areas
## Anthropic dismisses renewable alternatives
Anthropic mentioned renewables only once in its IPO filing, to dismiss them. The company stated that solar, wind, battery storage, nuclear and geothermal power may not be available in required quantities or timelines, or may…

> may not be available in the quantities or on the timelines we require, or may be available only at higher cost
## Key takeaway

Anthropic warned in its IPO filing that competition for natural gas from other data centers could drive up fuel prices and disrupt its ability to power its AI operations.