Anthropic forms strategic partnership with Macquarie Asset Management and GIC

Anthropic has partnered with Macquarie Asset Management and Singapore sovereign wealth fund GIC to launch Theseus Infrastructure, a new vehicle to develop large-scale AI data centers with an initial focus on the United States. Macquarie and GIC will provide most of the equity capital for each project, while Anthropic has committed to absorb any increases in electricity rates for general consumers that may result from constructing and operating the facilities. The companies did not disclose investment amounts or project scale. The partnership adds to Anthropic's broader effort to secure AI computing capacity ahead of a potential initial public offering. The company had previously outlined plans in 2025 to invest $50 billion in custom U.S. data centers, including sites in Texas and New York, and has secured $35 billion in financing, backed by Google, for long-term leases on AI semiconductors across five data centers. The move comes as AI developers race to lock in power and computing infrastructure, with OpenAI also pursuing large-scale capacity through its Stargate venture.

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