Anthropic, Macquarie and GIC launch data center venture

Anthropic has partnered with Macquarie Asset Management and Singapore's sovereign wealth fund GIC to build dedicated data centers for its Claude AI platform, the companies announced Monday.bloomberg+1

Theseus Infrastructure

The new entity, called Theseus Infrastructure, will serve as a vehicle to develop AI computing sites with an initial focus on the United States. Macquarie and GIC pledged to fund the bulk of the equity for each project, while Anthropic committed to covering any consumer electricity price hikes resulting from the facilities.investing+1

The companies did not disclose planned spending amounts or project sizes.investing

Growing AI Infrastructure Race

The deal adds to Anthropic's expanding infrastructure footprint. In 2025, the company said it would spend $50 billion on custom data centers in several U.S. locations, including Texas and New York. Anthropic, which is preparing for a public listing, recently secured a $35 billion loan to lease computer chips at five data centers with support from Google Alphabet Inc. ↘ 0.88%.investing

The announcement follows similar moves across the AI industry to secure dedicated computing capacity. OpenAI previously launched its Stargate infrastructure joint venture, while major cloud providers continue to invest tens of billions in data center expansion.investing

Strategic Rationale

The partnership pairs Anthropic's computing demands with Macquarie's infrastructure investment expertise and GIC's deep capital reserves. For Anthropic, the arrangement provides a path to dedicated capacity without bearing the full capital burden of construction, while offering its partners exposure to the fast-growing AI infrastructure market. The company's pledge to absorb any electricity cost increases for local consumers reflects growing scrutiny over the energy demands of large-scale AI data centers.bloomberg