Overview
- Theseus Infrastructure is a joint platform created by Anthropic, Macquarie Asset Management and GIC to develop, operate and lease purpose-built data centers in the United States.
- Macquarie-managed funds and GIC will provide most of the equity and own the platform, shifting construction financing from the AI company to institutional investors.
- Anthropic will be the anchor tenant for the facilities and has committed to cover any increases in electricity costs tied to the new data centers.
- The partners have not announced specific sites or construction starts, but they said projects would involve large capital spending and could create thousands of construction and permanent jobs.
- The deal follows a wider push by AI firms to secure private data-center capacity as rising compute demand strains regional grids, raises local power bills and prompts community concern.