Anthropic gets its own data center company, backed by Macquarie and GIC

Anthropic has locked in dedicated US data-center capacity through a new institutional financing vehicle, Theseus Infrastructure, majority owned and equity-funded by Macquarie Asset Management and Singapore's sovereign wealth fund GIC. The platform, announced jointly on August 10, develops, operates, and leases AI data centers to Anthropic under long-term agreements, with Anthropic as the anchor tenant.

Macquarie's $US497.6 billion asset-management arm and GIC will provide the majority of project equity, and Anthropic signs a long-term lease that pre-buys compute rather than renting it on demand. The lab has also committed to absorbing electricity-price increases that consumers would otherwise see at these sites, an extension of a 2026 pledge. That isolates the platform from consumer pushback on electricity bills but ties it tightly to one tenant.

The deal converts Anthropic capex into an operating lease and gives two long-duration capital pools a frontier-AI demand stream. It also concentrates risk: if model demand softens, the anchor lease and the equity-funded build both come under pressure, and the ratepayer shield becomes a one-way bet on continued AI growth.

Deal size, site list, target capacity, and lease terms are not disclosed. The first US projects have not yet broken ground.