Exclusive: Anthropic Becomes ERock’s Biggest Customer After the Power Company’s Rough IPO reports Q2 with contracted power backlog reaching ~$1.7B, up 10x YoY, driven largely by AI data center demand. The company also secured a 470 MW order from Anthropic, extending production commitments into 2028, and started construction on a 366 MW power project supporting Meta’s data center campus. For 2026, ERock guides to $435M-$465M in revenue and $3M-$9M in adjusted EBITDA, with midpoint revenue implying ~2.5x YoY growth.