GIC and Macquarie form venture to build Anthropic data centers

Singapore's GIC and Macquarie Asset Management created Theseus Infrastructure, a new platform dedicated to developing data center capacity for Anthropic, focused initially on the US.

Why it matters: This is another sign Anthropic is securing dedicated compute supply chains outside its own balance sheet, following its recent $9.1 billion data center lease from a bitcoin miner. As Anthropic heads toward a possible IPO, locking in infrastructure partners lets it scale compute without directly financing every facility itself.