Anthropic, Macquarie Asset Management, and GIC announced a strategic partnership to establish Theseus Infrastructure, a new platform to develop, operate and lease data center infrastructure at scale to Anthropic under long-term agreements. Each facility will be purpose-built to support Anthropic's growing capacity needs as a leader in AI innovation.

The parties will work together to identify and develop new sites for which Anthropic will be the anchor tenant, with an initial focus on the United States. Funds managed by Macquarie Asset Management will, together with GIC, own the platform and fund the majority of the equity for each project. The planned developments will require significant capital investment and create thousands of construction jobs and permanent operational roles in the communities where the sites are located. Anthropic will cover electricity price increases that consumers otherwise may face from these sites, in line with commitments it announced earlier this year.

Demand for Claude continues to grow rapidly across businesses, developers, and consumers, and meeting that demand requires significant new compute. Anthropic is partnering with Macquarie Asset Management and GIC, drawing on Macquarie’s global expertise developing, financing, and operating large-scale digital infrastructure, and GIC’s deep experience investing in infrastructure around the world.