Anthropic, Macquarie Asset Management, and GIC have 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.
Anthropic partners with Macquarie Asset Management and GIC to establish Theseus Infrastructure.
Platform will develop, operate, and lease purpose-built data centers for Anthropic.
Initial focus on the United States with significant capital investment.
Will create thousands of construction jobs and permanent operational roles.
Anthropic will cover electricity price increases consumers otherwise may face.
Demand for Claude continues to grow rapidly across businesses, developers, and consumers.
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.
About Anthropic
Anthropic is an AI research and development company that creates reliable, interpretable, and steerable AI systems. Anthropic's flagship product is Claude, a large language model trusted by millions of users worldwide.
About Macquarie Asset Management
Macquarie Asset Management is a leading global asset manager, trusted by institutions, individuals, and communities to responsibly manage $US497.6 billion in assets. Macquarie Asset Management provides clients with a diverse range of investment solutions that seek to deliver superior risk-adjusted returns. Macquarie Asset Management is part of Macquarie Group, a diversified financial services group providing clients with asset management, finance, banking, advisory, and risk and capital solutions across debt, equity, and commodities. Founded in 1969, Macquarie Group employs over 19,000 people in 30 markets and is listed on the Australian Securities Exchange.
About GIC
GIC is a leading global investment firm established in 1981 to secure Singapore's financial future. As the manager of Singapore's foreign reserves, we take a long-term, disciplined approach to investing. Our asset allocation strategy spans three asset groups – Equities, Fixed Income, and Real Assets. These include investments in developed and emerging market equities, nominal and inflation-linked bonds, private equity, real estate, alternatives, and infrastructure. We are headquartered in Singapore, with a global presence including a talent force of over 2,500 people in 11 key financial cities and investments in over 40 countries.
