Anthropic, Macquarie, GIC partner on US AI data centres

Anthropic formed a partnership with Macquarie Asset Management and Singapore sovereign wealth fund GIC to build AI data centres that Anthropic will lease under long-term arrangements.

The Theseus Infrastructure platform will serve as the vehicle for developing AI computing sites, with an initial focus on the US. Macquarie Asset Management said the sites would require major investment and would support employment during construction and operation.

Macquarie Asset Management and GIC pledged to fund the bulk of the equity for each project. Anthropic committed to covering any consumer electricity price hikes stemming from the facilities. The source did not disclose the number of sites, project values, or lease terms.

GIC has previously invested in Anthropic. Mobile World Live reported GIC jointly led Anthropic's $30 billion funding round in February and backed a $1.5 billion enterprise services venture launched in May. In 2025, Anthropic said it would spend $50 billion on custom data centres across several US locations, including Texas and New York.