Anthropic PBC has formed a strategic partnership with Macquarie Asset Management and Singaporean wealth fund GIC to build data centers for the Claude developer. According to reports from Bloomberg, the new entity, called Theseus Infrastructure, will serve as a vehicle to develop artificial intelligence computing sites with an initial focus in the US. The companies announced this expanded partnership on Monday, marking a significant development in the AI infrastructure sector as demand for Anthropic's Claude models continues to increase. As reported by Anthropic, each facility will be purpose-built to support Anthropic's growing capacity needs as a leader in AI innovation, with the parties working together to identify and develop new sites for which Anthropic will be the anchor tenant.
Funds managed by Macquarie Asset Management will, together with GIC, own the platform and fund the majority of the equity for each project, while Anthropic committed to covering any consumer electricity price hikes from the facilities. As reported by Bloomberg, the companies did not share any details on planned spending or the size of the projects. The planned developments will require significant capital investment and are expected to create thousands of construction and permanent operational jobs. This financial structure positions the partners to handle the substantial costs associated with AI data center development while managing operational risks, with Anthropic covering electricity price increases that consumers otherwise may face from these sites.
According to Bloomberg, banks and institutional investors are rushing to back the infrastructure powering AI services, which companies like Anthropic promise will deliver huge economic gains. The Commerce Department reported that data center construction outlays in June were $68.3 billion at an annual rate, up $21.5 billion a year earlier. The largest tech companies are spending historic sums on data centers and chips with similar logic. Anthropic has made relatively few splashy partnerships for data center projects compared to rival OpenAI, which launched its Stargate infrastructure joint venture, but this expanded partnership demonstrates the company's commitment to scaling its AI infrastructure capabilities. As reported by Anthropic, demand for Claude continues to grow rapidly across businesses, developers, and consumers, and meeting that demand requires significant new compute.
In 2025, Anthropic, which is prepping for a closely watched public listing, said it would spend $50 billion on custom data centers in several US locations, including Texas and New York. As reported by Bloomberg, the company recently obtained a $35 billion loan to lease computer chips at five data centers, thanks to a backstop from Google. This substantial investment demonstrates Anthropic's commitment to building its AI infrastructure capabilities as the company races to keep up with other AI developers such as OpenAI and Alphabet unit Google. According to Anthropic, the company 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.
